Tax Supervisor - Estate & Trust Team

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**Benefits:**

• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Relocation bonus
• Training & development
• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Tuition assistance

**Position Overview:**

The Tax Supervisor – Estate & Trust Team is an accountant capable of taking responsibility for most estate, trust, gift, and related individual tax engagements. This position is capable of supervising concurrent engagements and has demonstrated advanced technical, professional, and personal skills. Performance is evaluated based on quality and accuracy of work, application of estate and trust tax knowledge, supervision of personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.

**Essential Functions:**

• Performs a broad range of estate, trust, gift, and individual tax assignments and assumes responsibility for engagements so that direct participation of Managers and Shareholders is kept to a minimum.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Meets time and budget constraints and client deadlines.
• Participates in planning, scheduling, and staffing client engagements.
• Directs, instructs, and trains where applicable.
• Prepares and reviews complex fiduciary income tax returns, including Form 1041 and related beneficiary reporting.
• Prepares and reviews complex individual income tax returns, including returns for high-net-worth individuals, fiduciaries, and beneficiaries.
• Prepares and reviews estate and gift tax returns, including Forms 706 and 709, as assigned.
• Reviews estate and trust financial activity, distributions, deductions, income allocations, and supporting documentation.
• Assists with fiduciary accountings and tax matters related to estate and trust administration.
• Reviews and corrects tax returns and workpapers prepared by fellow staff members.
• Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.
• Follows up on extended returns, amended returns, tax notices, and other post-filing matters.
• Conducts research regarding estate, trust, gift, fiduciary, and individual tax matters as needed.
• Participates in client solutions and communication.
• Communicates with clients, fiduciaries, beneficiaries, attorneys, financial advisors, and team members in an efficient and professional manner.
• Prepares correspondence to clients and regulatory agencies for approval and signature of a Manager or Shareholder.
• Identifies tax-planning opportunities and matters requiring consultation with a Manager or Shareholder.

**Other Functions:**

• Develops an understanding of and adheres to Firm policies and procedures, including, as appropriate, the Firm’s Quality Control document.
• Assumes primary responsibility, under supervision, for assigned engagements.
• Pursues continuing professional education and upgrades accounting and tax skills, including attending CPE and remaining familiar with developments from the IRS, Congress, the AICPA, and other applicable authorities.
• Maintains knowledge of the AICPA Code of Professional Conduct, as appropriate for the position.
• Participates in local civic, charitable, business, and other organizations.
• Achieves at least the minimum annual productivity budget for chargeable hours, chargeable percentage, and realization.
• Demonstrates the ability and desire to secure new business for the Firm.
• Effectively bills and collects charges from clients for whom the Supervisor acts as Bill Manager and/or Primary Partner.
• Performs other duties as assigned.

**Required Experience and Skills:**

• Proficiency with tax preparation programs, spreadsheets, word processing, and tax research tools.
• Current knowledge of federal, state, and local tax regulations related to estates, trusts, gifts, fiduciaries, beneficiaries, and individuals.
• Experience preparing and reviewing Forms 1040, 1041, and 706.
• Experience with Form 709 and fiduciary accountings preferred.
• Ability to interpret wills, trust documents, financial records, tax documents, and related supporting information.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Displays the self-motivation to request and successfully complete assignments and special projects that further develop technical expertise.
• Effective verbal and written communication skills.
• Ability to supervise, train, and provide constructive feedback to less-experienced team members.
• Conducts themselves with integrity in a responsible and professional manner and appearance.
• Excellent organizational and time-management skills.
• Ability to manage multiple engagements and competing deadlines.

**Required Education:** Bachelor’s in accounting or related field

**Required Experience:** 5 years progressive experience in public accounting, including meaningful experience with estate, trust, fiduciary, gift, and high-net-worth individual taxation.

**License/Certification:** CPA preferred

**Working Requirements:**

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Flexible work from home options available.

Compensation: $80,000.00 - $102,000.00 per year

Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.

Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine’s “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.