Supervisor (Trust and Estate)

  • Minimum 6 years of recent public accounting experience.
  • Review of gift, estate, fiduciary income, individual income, partnership and private foundation tax returns.
  • Familiarity with application of passive activity rules to non-grantor trusts and estates.
  • Experience with 1040NRs for foreign grantor and non-grantor trusts extremely helpful (but not required).
  • Working knowledge of state/local income tax for multi-state filers.
  • Basic knowledge of partnership taxation.
  • Respond to federal and state tax notices.
  • Analyze trust documents to determine income tax status (grantor vs. non-grantor, simple vs. complex).
  • Analyze trust documents to determine existence of Crummey powers.
  • Develop, motivate, and train staff level team members.
  • Develop and sustain strong client relationships.
  • Keep up to date on current tax practices and changes in tax law.
  • Strong verbal and written communication skills with the ability to articulate complex information.
  • Manage day-to-day client and team relationships.
  • Excellent command of Excel.
  • Working knowledge of CCH Pro System.
  • Experience with paperless environment, such as Engagement, helpful (but not required).
  • Experience with BNA Income Tax Planner helpful (but not required).