Tax Supervisor

Distinct | North America; Sarasota (FL); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental and vision insurance

Paid parental leave

Training and development

Tuition assistance

Clear progression towards Manager

Job summary

Distinct in Sarasota is seeking a Tax Supervisor with strong Estate and Trust tax experience to take ownership of engagements and review complex returns.

You’ll work directly with clients and their advisors, mentor junior staff, and contribute to business development to help grow the practice toward Manager. The role offers hybrid work, 37.5-hour weeks outside busy season, and a comprehensive benefits package.

Qualifications

• 5+ years in public accounting with Estate, Trust, Fiduciary, Gift and HNW tax experience.
• CPA preferred but not essential.
• Experience reviewing complex returns and advising on fiduciary matters.
• Ability to work with clients and their advisors.
• Strong independence and ownership of engagements.

Responsibilities

• Take ownership of engagements and review complex returns.
• Work directly with clients and their advisors.
• Develop and mentor less experienced staff.
• Contribute to business development and building the practice.
• Provide expertise in Estate/Trust/Fiduciary and Gift tax for high-net-worth clients.

Skills

Estate tax

Trust tax

Review experience

Public accounting

Client development

Education

CPA

Job description

$90,000 to $105,000. Hybrid working. 37.5 hour weeks outside busy season. Paid professional overtime. And a genuine route towards Manager.

But there's another reason this Tax Supervisor role might catch your attention.

You'd actually get to specialize.

They're looking for someone with strong Estate and Trust tax experience who enjoys the complicated stuff.

1041s, 706s, 709s, fiduciary accounting and complex individual returns.

The sort of work where knowing what you're doing matters considerably more than how quickly you can churn through another straightforward return.

You'll take ownership of engagements, review complex returns, work directly with clients and their advisors and help develop less experienced people around you.

They're particularly interested in someone with strong review experience who can operate with a good degree of independence.

The firm itself has been around for more than 50 years and has built a substantial presence in the Sarasota area.

More importantly, people seem to stick around.

You'll get:

$90,000 to $105,000

37.5 hour weeks outside busy season

Professional overtime

401(k) with company match

Health, dental and vision insurance

Paid parental leave

Training and development

Tuition assistance

Clear progression towards Manager

You'll need around 5+ years in public accounting with meaningful Estate, Trust, Fiduciary, Gift and High Net Worth tax experience.

CPA is preferred rather than essential.

There's also an outward facing element to the role. Over time you'll get involved in client development, community involvement and helping build the practice rather than spending your entire career hidden behind a tax return.

Busy season will still be busy.

Any firm promising otherwise should probably be audited themselves.

But there's a considerable difference between busy and chaotic.

If you're already reviewing complex Estate and Trust work and wondering why your title and progression haven't quite caught up yet, this is worth a conversation.