Supervisor – Estates & Trusts
BLS is seeking a professional to join our growing Estates & Trusts Practice Group. Interested individuals must have experience and in-depth knowledge of estate and trust taxation including gift, estate, inheritance, and other fiduciary tax issues for individuals and entities.
Sample Project Opportunities
- Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
- Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
- Maintaining current knowledge of creating a trust and interpreting trust documents
- Forecasting tax liability based on past and future transactions
- Developing and maintaining relationships with client attorneys and financial advisors
- Making inquiries to various tax authorities
- Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
- Conducting tax planning and consultations with clients
- Mentoring new staff on assignments
What We Look For
- Bachelor’s degree in Accounting, or equivalent
- 3-4 years accounting experience in a tax environment
- CPA certification, or evidence of working towards certification
- Broad tax knowledge on gift, estate, and fiduciary income tax issues
- Ability to work both independently
- Supervisory experience and client relations skills, preferred
What to Expect
- Flexible work options available, including
- Fully remote with the ability to be on-site as needed
- Fully in-office
- Hybrid
- Career advancement
- Nurturing, open-door environment
- Resources and tools needed to succeed
- Ongoing training
- Mentoring to guide you through your career
- Becoming part of a family – the BLS family!
