Tax Supervisor - Trusts/Estates

Title: Tax Supervisor (Trusts/Estates)

Classification: Full-Time, Exempt

Reports to: Tax Manager

Comp: 110-130K (DOE) + bonuses

No agency or recruiter submissions - direct applicants only

Excellent opportunity to be part of an independent, successful, family-oriented

Professional Services Firm that provides a healthy work/life balance,

flexibility, and career growth. We have been named a Top Workplace by Hearst

Media Group and received several awards/recognitions: Accounting Today, Top

Firms: New England, Inside Public Accounting Top 400 Firms, Best of Accounting

Award! With offices in Ridgefield and New Canaan CT, Reynolds + Rowella provides

accounting and advisory services to individuals and businesses. We’re proud to

be one of the few independent regional accounting firms in Fairfield

County—offering the expertise and reach of a large firm with the personal touch

of a close-knit team.

Why work with Reynolds + Rowella? We offer

·Healthy Work/Life Balance – Hybrid Work Schedules

·Rewarding Working Culture – team building and volunteer events, employee-led

committees

·Coaching/Mentorship Programs for our staff

·Competitive Compensation + bonuses

·401(k) savings plan with company match

·Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid

·Life Insurance, short/long-term disability insurance, Medical FSA and Dependent

Care

·Generous PTO Program + Paid Holiday Schedule

·Tuition/CPA exam & study materials reimbursement, including paid weekly study

time

·Summer Flex Time/Hours – off Fridays

·Dress for your day policy

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$115,000 - $130,000 a year

Summary of Position

• The Tax Supervisor - Trusts/Estates - will play a key role in our Trust &

Estate practice, supporting high-net-worth individuals and families. This

role will be responsible and focused on day-to-day tax preparation and review

for trust and estate engagements, while contributing to interaction for

individual and business tax. They will oversee complex tax

activities/clients, while managing multiple tax engagements, delivering

quality income tax services for our diverse client case.

Essential Functions

• Prepare complex fiduciary income tax returns, gift, estate, and various other

tax returns (corporate, partnership, individual tax planning) with no direct

supervision

• Technical review of Trust, Estate, Private Foundation returns, and

individual/business tax returns/planning

• Assist with estate and trust planning strategies
• Conduct appropriate and applicable research regarding tax issues to ensure

accuracy and implementation of specific tax law and provide guidance to

clients and/or suggest alternatives

• Manage daily client workflow and multiple client projects
• Complete assignments within timeline and budget
• Become Primary contact for trust/estate, individual, business clients
• Provide guidance/feedback to Associates and Senior Associates and encourage

their development

• Work directly with high-net-worth individuals, family groups, advisors on

Trust and Estate matters - providing tax compliance, tax planning, Estate

planning services

• Provide high level personal financial and Estate planning services
• Assist staff with correcting complex errors on tax forms
• Remain familiar with IRS and state tax agencies to address inquiries
• Form "Trusted Advisor" relationship with clients, primary specialty-area

focused

• Communicate with clients regarding status of projects

Minimum Qualifications

• Bachelor’s degree in accounting or Master’s degree in accounting or taxation

or related field

• Minimum 7 year’s accounting and tax experience with a focus and exposure to

trusts and estates

• Experience with trusts, estate returns is required
• Experience with variety of income tax filings; trust, individual,

S-Corp/Partnership a plus

• Understanding of and sensitivity to confidential information
• Ability to meet time constraints and client deadlines
• Ability to work overtime from January - April 15 (may be in excess of 55

hours per week). Occasional overtime work required throughout the year.

• Ability to multi-task and manage a complex workload to meet reporting

deadlines

Reynolds + Rowella, LLP is an Equal Opportunity Employer and does not

discriminate against qualified applicants with regard to race, color, religion,

age, sex, national origin, disability, sexual orientation, genetics or veteran

status. In addition to federal law requirements Reynolds + Rowella, LLP complies

with applicable state and local laws governing nondiscrimination in employment

in every location in which the company has facilities. This policy applies to

all terms and conditions of employment. This job description indicates in

general terms, the type and level of work performed.  The duties described are

not to be interpreted as being all-inclusive and management reserves the rights

to add, modify, change or rescind the tasks as assigned at any time.  Nothing in

this position description changes the at-will employment relationship existing

between the company its employees.

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