Tax Supervisor - Estate and Trust

Job not on LinkedIn

July 8

❄️ Minnesota – Remote

Although this job is listed in Minnesota, this company may be open to hiring remote in other states.

💵 $87k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Boulay

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Finance • Consulting • Accounting

Boulay is a trusted financial advisory firm that has been providing in-depth accounting, audit, tax, and financial consulting services since 1934. With over 300 employees and 115 certified public accountants, Boulay specializes in a wide range of financial services including accounting advisory, assurance and auditing, business consulting, and wealth management. Their expertise extends to estate and trust services, tax planning, retirement planning, transaction advisory, and risk advisory services. Boulay serves individuals, businesses, and public organizations, aiming to understand their clients' specific financial needs and offer personalized recommendations. They also provide specialized services for sectors such as construction, real estate, renewable energy, and more, highlighting their diverse industry engagement. Boulay is committed to helping clients achieve their financial goals with confidence.

201 - 500 employees

💸 Finance

📋 Description

• We are currently seeking a talented, enthusiastic Tax Supervisor to join our Estate and Trust Tax team. • The Estate and Trust Supervisor is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. • This includes managing multiple projects and client relationships simultaneously. • Delegation and supervisory responsibilities will occur with less experienced staff. • This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. • With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. • Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. • We want to help you build a career fit for your life. • If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

🎯 Requirements

• Bachelor's Degree in Accounting • 5+ years of progressively challenging public accounting experience • Specific estate and trust experience • Previous experience with Tax Software programs • Solid knowledge of Internal Revenue Code • Ability to reason intelligently and use sound judgment • Ability to organize work and projects, prioritize and meet deadlines • Strong attention to details • Ability to communicate effectively in both written and verbal capacities • Strong interpersonal skills and team-oriented • Ability to learn new processes and information quickly

🏖️ Benefits

• 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