Remote Estate & Trust Supervisor CPA – Growth Path

Boulay; Melbourne (FL); Ibrido; USD 87.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401k

Flexible schedules

Hybrid/Remote work

Paid time off

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Estate & trust tax

Client relations

Supervisory & PM

Fiduciary accounting

Tax research

Formazione

Bachelor's degree in Accounting or Finance

Strumenti

Microsoft Office

Tax software

Accounting software

Descrizione del lavoro

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