Estate & Trust Supervisor - CPA Career Growth Role

Boulay; Melbourne (FL); Hybrid; USD 87,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Flexible schedules

Hybrid/Remote work

Paid time off

Job summary

Boulay in the United States is seeking an Estate & Trust Supervisor to join a mid-senior CPA career path focused on high-net-worth private client tax work. The role offers a competitive compensation range ($87,000–$130,000) with incentives and profit sharing and a flexible hybrid/remote work environment.

Key responsibilities include preparing complex estate, gift, trust, and fiduciary tax returns, managing fiduciary accounting engagements, and guiding client relationships while coordinating

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of tax experience, preferably estate/gift/trust/fiduciary taxation.
• Experience preparing and reviewing estate, gift, trust, and fiduciary income tax returns.
• Strong understanding of tax law, the IRC, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.

Responsibilities

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
• Perform and review fiduciary accounting and trust administration engagements.
• Research and resolve complex tax and estate planning matters.
• Serve as a primary point of contact for clients and manage ongoing relationships.
• Collaborate across departments to deliver comprehensive client solutions.
• Stay current on tax laws, professional standards, and industry trends.
• Manage budgets, billing, invoicing, scheduling, and engagement tracking.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Communicate project status proactively and escalate issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Skills

Estate & trust tax

Client relations

Supervisory & PM

Fiduciary accounting

Tax research

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Tax software

Accounting software

Job description

Estate & Trust Supervisor - CPA Career Growth Role — Remote

This Estate & Trust Supervisor role at Boulay sits at the mid-senior level of a public accounting career path — typically one step below Manager — and is a strong opportunity for CPAs specializing in high-net-worth private client tax work.

Compensation: The $87K–$130K range is competitive for this specialization in a regional CPA firm setting, though Big 4 and large national firms may pay 10–20% more for equivalent experience. The addition of incentives and profit sharing is a meaningful differentiator at a regional firm.

Skills You'll Build:

• Deep expertise in estate, gift, and fiduciary income tax (Forms 706, 709, 1041) — a highly specialized and in-demand niche
• Client relationship management with HNW individuals and families
• Supervisory and project management skills, preparing you for a Manager promotion
• Fiduciary accounting, a rare and valued technical skill

Career Trajectory: This role is a natural stepping stone to Tax Manager, then Senior Manager/Director in estate planning practice. The specialization is defensible against automation due to its complexity, judgment-intensive nature, and relationship-driven work.

Green Flags: Flexible schedule, hybrid/remote option, tuition reimbursement, and parental leave signal a modern, employee-friendly culture for a regional firm. The emphasis on entrepreneurial mindset suggests room for initiative and advancement.

Consideration: No CPA requirement is explicitly stated in the posting — confirm whether licensure expectations exist before applying if you are not yet licensed.

We are currently looking for an Estate and Trust Supervisor to join our team!

Our Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in the administration of estates and trusts, including the analysis of related documents, preparation and review of tax returns, and fiduciary accounting. The team also consults with clients on strategies to minimize estate and gift taxes while helping them achieve their broader estate planning, charitable, and financial goals.

The Estate & Trust Supervisor is responsible for assisting clients with their estate, gift, trust, and related tax needs by performing a variety of advanced tax and accounting engagements. This role offers the opportunity to work on complex and meaningful client matters while managing multiple projects and client relationships simultaneously.

This is an excellent opportunity for a tax professional who enjoys building client relationships, solving complex tax issues, and making a meaningful impact on clients' long-term financial and legacy planning goals.

Responsibilities:

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
• Perform and review fiduciary accounting and trust administration engagements.
• Research and resolve complex tax and estate planning matters.
• Serve as a primary point of contact for clients and manage ongoing relationships.
• Collaborate across departments to deliver comprehensive client solutions.
• Stay current on tax laws, professional standards, and industry trends.
• Manage budgets, billing, invoicing, scheduling, and engagement tracking.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Communicate project status proactively and escalte issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of tax experience, preferably focused on estate, gift, trust, and fiduciary taxation.
• Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
• Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.
• Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Ability to delegate, supervise, and review the work of less experienced team members.
• Highly detail-oriented with strong organizational skills, adaptability, and the ability to learn new processes and concepts quickly.
• Demonstrated ability to manage multiple priorities, exercise sound judgment, and handle confidential information with professionalism and discretion.
• Strong interpersonal, written, and verbal communication skills, with the ability to work effectively both independently and collaboratively.

The annual salary range for this position is: $87,000 – $130,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role.

Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Jenna Nutting at [e-mail] .

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

Is this Estate and Trust Supervisor position fully remote? Boulay describes the work environment as hybrid or remote, as applicable. The exact remote arrangement may depend on your location and team structure, so it's worth clarifying during the interview process. What is the salary range for this role? The annual salary range is $87,000 to $130,000, with final compensation varying based on experience, knowledge, and skills. Additional compensation may be available through incentives, commissions, or profit sharing. Is a CPA license required for this position? The job posting does not explicitly require a CPA license, but it does require a Bachelor's degree in Accounting or Finance and 4+ years of relevant tax experience. Candidates should confirm licensure expectations directly with Boulay. What types of tax returns will I be working on in this role? You will prepare and review complex estate tax returns (Form 706), gift tax returns (Form 709), trust and fiduciary income tax returns (Form 1041), and perform fiduciary accounting engagements. How do I request an accommodation during the application process? Boulay is committed to providing reasonable accommodations. You can contact Jenna Nutting directly at [e-mail] to request any needed accommodation.