Specializing in Helping CPAs Find their Dream Job in Public Accounting

Tax Supervisor

  • Fairfax, VA
  • Direct Hire
  • Job ID: 18-06092

TAX SUPERVISOR – ESTATE AND TRUST

Our estate and trust tax team prepares Federal and Multistate tax returns for various clients, performs tax planning and projections and tax correspondence.

As a Tax Supervisor – Estate and Trust you will have the opportunity to make an impact by:

  • Reviewing a variety of tax returns for multiple clients including: estate, trust, gift and private foundation tax returns
  • Reviewing tax returns for high net worth individuals
  • Handling probate administration
  • Developing a relationship with and maintaining contact with individual clients
  • Identifying tax planning and consulting opportunities
  • Having the ability to work for multiple clients simultaneously
  • Being the in-charge accountant on specific clients
  • Preparing complex tax returns
  • Communicating directly with clients and serving as the primary point of contact
  • Proactively communicates with other staff on status of projects and assistance needed
  • Able to tackle more complex accounting and/ or tax issues
  • Being cognizant of time budgets, but not allowing time budgets to sacrifice the quality and/or efficiency
  • Mentoring and participating in training as an attendee and as a leader
  • Brings unusual or significant tax questions to the attention of the manager or partner

Qualified candidates will have 5-7+ years of CPA firm experience and will:

  • Possess a broad tax knowledge, with an expertise and passion for estate and trust taxation
  • Have their CPA license
  • Demonstrate excellent verbal and written communication skills
  • Have the ability to establish a rapport and good communication with clientele
  • Ability to review and provide feedback on tax work prepared by all staff in a professional manner
  • Have the ability to adhere to given budgets and time deadlines
  • Be able to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Demonstrate strong organizational skills and attention to detail
  • Have the ability to gather, organize and summarize information efficiently and effectively
  • Ability to train, orient, and mentor staff

Carla Wright
1201 S. Orlando Avenue, Suite 440
Winter Park, FL 32789
T: 941.417.5505 | M: 941.504.3752
E: [email protected]
W: VALiNTRY.com
 

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