Estate and Trust Supervisor

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❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $87k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Boulay

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏗️ Construction

🏥 Healthcare

📦 Logistics

Construction • Healthcare • Logistics

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.

📋 Description

• 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. • Assist individuals, families, fiduciaries, and beneficiaries with estate and trust administration, tax, and planning needs. • Consult with clients on strategies to minimize estate and gift taxes and achieve estate planning, charitable, and financial goals.

🎯 Requirements

• 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.

🏖️ 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 • Incentives, commissions, profit sharing, and more may be available depending on the role • Reasonable accommodation for applicants • Hybrid (or remote, as applicable) work environment

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