Estate & Trust Tax Supervisor - Remote & Flexible

Boulay; Minneapolis (MN); Hybrid; USD 87,000 - 130,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Disability insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Work from home

Job summary

Boulay is seeking an Estate and Trust Supervisor in Minneapolis, MN to lead complex estate, gift, and fiduciary tax engagements and to manage client relationships across departments.

The role requires 4+ years of tax experience focusing on estate, gift, trust, and fiduciary taxation, with strong knowledge of tax law and excellent communication skills. The position offers a hybrid or remote work environment and competitive benefits.

Qualifications

• 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.

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 escalation issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Skills

Estate/gift/trust tax

Analytical thinking

Communication skills

Team supervision

Problem solving

Attention to detail

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or a related field

Tools

Microsoft Office

Tax software

Job description

Boulay is seeking an Estate and Trust Supervisor in Minneapolis, MN to lead complex estate, gift, and fiduciary tax engagements and to manage client relationships across departments.

The role requires 4+ years of tax experience focusing on estate, gift, trust, and fiduciary taxation, with strong knowledge of tax law and excellent communication skills. The position offers a hybrid or remote work environment and competitive benefits.