About this role

Integral to the tax planning of individuals, trusts and businesses
Apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations
Responsibilities include technical review of tax returns while collaborating with partners, clients and senior accountants
Identify, explain, and resolve tax issues to ensure client relationships are fostered and grow

Has earned a bachelor’s, preferably Masters, degree with an emphasis on Tax
Is a licensed CPA
Has 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax
Has performed exceptionally in environments that required high level of technical tax proficiency
Is experienced with and ability to research complex tax issues
Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
Is able to establish, maintain and grow relationships with customers
Has experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
Is an excellent verbal and written communicator

Remote and hybrid roles are available and they hire candidates from all over the country

Gift, Estate, Trust and HNWI Tax Supervisor

Key skills