Tax Supervisor - Trust & Estate


Accounting + Finance


Cranford, New Jersey

Employment Type



A full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. We are currently seeking a Tax Supervisor to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services.   

Job Description:

Compensation : $100000 - $130000
Job ID : 9478

  • Provide fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
  • Review individual, fiduciary, estate and gift tax returns
  • Review estate and trust fiduciary accountings
  • Handle Federal and State tax notices and audits
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Supervise all aspects of client accounts and foster client relationships
  • Review and analyze estate planning related legal documents
  • Supervise other members of the group including monitoring their workload and training and assisting them


Job Requirements:

  • BA/BS degree in Accounting required; MST preferred
  • 5+ years’ experience working with trust, estate and gift matters
  • CPA certification preferred or demonstrated progress towards obtaining CPA certification, including  required 150-credit  coursework.
  • Public accounting firm experience required
  • Extensive experience in Tax Advisory and Estate/Trust planning and compliance
  • Ability to establish and maintain good client relationships
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications required
  • Experience with reviewing fiduciary, gift and estate tax returns
  • Preferred experience with Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA
  • Experience with research software and memo writing required
  • Must be able to work additional hours as needed to meet client deliverables



Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.