Talent.com
CPA Tax Supervisor - Trust & Estate
CPA Tax Supervisor - Trust & EstateVirtualVocations • Appleton, Wisconsin, United States
CPA Tax Supervisor - Trust & Estate

CPA Tax Supervisor - Trust & Estate

VirtualVocations • Appleton, Wisconsin, United States
2 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

Create a job alert for this search

Tax Supervisor • Appleton, Wisconsin, United States

Related jobs
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

Intuit • Green Bay, WI, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
Last updated: 4 days ago • Promoted
CPA Tax Manager

CPA Tax Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Tax Manager to join their team remotely.Key Responsibilities Ensure the accuracy and completeness of financial records Provide valuable financial insights and recommen...Show more
Last updated: 30+ days ago • Promoted
CPA Licensed Tax Director

CPA Licensed Tax Director

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Tax Director focused on Trust & Estate consulting services.Key Responsibilities Provide tax compliance and consulting services to Estate, Gift, and Trust clients Overs...Show more
Last updated: 30+ days ago • Promoted
Tax Expert - 2+ Yrs Paid Tax Experience Required

Tax Expert - 2+ Yrs Paid Tax Experience Required

Intuit • Green Bay, WI, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
Last updated: 4 days ago • Promoted
Tax Accountant - 2+ Yrs Paid Tax Experience Required

Tax Accountant - 2+ Yrs Paid Tax Experience Required

Intuit • Green Bay, WI, US
Full-time
Tax Accountant - 2+ Yrs Paid Tax Experience Required at Intuit summary : .The role involves providing expert tax preparation and advisory services both in-person and virtually for TurboTax clients, h...Show more
Last updated: 4 days ago • Promoted
Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

Intuit • Green Bay, WI, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
Last updated: 4 days ago • Promoted
Trusts & Estates Tax Director

Trusts & Estates Tax Director

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Trusts & Estates Tax Director with extensive experience in estate and trust tax planning.Key Responsibilities Oversee complex estate and trust engagements Serve as a s...Show more
Last updated: 2 days ago • Promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Data Annotation • Oshkosh, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

Intuit • Green Bay, WI, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
Last updated: 4 days ago • Promoted
Trusts & Estates Tax Manager

Trusts & Estates Tax Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Trusts & Estates Tax Manager with extensive experience in estate and trust taxation.Key Responsibilities Provide strategic tax planning and compliance oversight for cli...Show more
Last updated: 2 days ago • Promoted
CPA Licensed Senior Tax Manager

CPA Licensed Senior Tax Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Senior Tax Manager who is passionate about delivering exceptional tax work and managing broader accounting projects. Key Responsibilities : Oversee and manage tax complia...Show more
Last updated: 30+ days ago • Promoted
CPA Licensed Wealth Transition Manager

CPA Licensed Wealth Transition Manager

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Wealth Transition Services Senior Manager - Estate & GST Reviewer.Key Responsibilities Review United States Estate and Generation-Skipping Transfer Tax Returns and stat...Show more
Last updated: 30+ days ago • Promoted
Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

Data Annotation • Oshkosh, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
RN Clinical Manager Home Care

RN Clinical Manager Home Care

Almost Family • Chilton, WI, US
Full-time
This position is Full time, on call rotation is required, some field visits and office time required.You can find a home for your career here. If you love nursing and want to strengthen your experie...Show more
Last updated: 11 hours ago • Promoted • New!
CPA Revenue Accountant

CPA Revenue Accountant

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Revenue Accountant to join their Finance team remotely.Key Responsibilities Determine global revenue recognition in accordance with US GAAP (ASC 606) Manage the period...Show more
Last updated: 2 days ago • Promoted
CPA Tax Advisor

CPA Tax Advisor

VirtualVocations • Appleton, Wisconsin, United States
Full-time
A company is looking for a Tax Advisor to guide small business owners in financial management and tax preparation.Key Responsibilities Foster client engagement by building lasting connections and...Show more
Last updated: 30+ days ago • Promoted
Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Data Annotation • Oshkosh, Wisconsin
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Last updated: 11 days ago • Promoted
Veterinarian

Veterinarian

Pulaski Veterinary Clinic • Pulaski, WI, US
Full-time
Pulaski Veterinary Clinic is seeking an Associate DVM to join our AAHA-Accredited team!.This is an excellent opportunity for a DVM who trusts and fully utilizes their technicians and understands th...Show more
Last updated: 12 days ago • Promoted