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
Tax Supervisor • Concord, California, United States