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CPA Tax Supervisor - Trust & Estate

CPA Tax Supervisor - Trust & Estate

VirtualVocationsSouth Bend, Indiana, United States
11 days ago
Job type
  • Full-time
Job description

A company is looking for a Tax Supervisor within Trust & Estate (Compliance Focused).

Key Responsibilities :

Prepare and review fiduciary, estate, and gift tax returns

Ensure timely and accurate filing of tax returns and maintain compliance calendars

Supervise and mentor junior staff while collaborating with trust officers and legal advisors

Qualifications :

CPA license or JD / LLM (strongly preferred); working towards a CPA will be considered

5+ years of experience in public accounting or law firm with a focus on trust and estate tax compliance

Strong understanding of fiduciary accounting and estate planning concepts

Proficiency in tax software and Microsoft Office Suite

Experience with high-net-worth clients and complex estate structures is preferred

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Tax Supervisor • South Bend, Indiana, United States

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