Estate and Trust Supervisor

Boulay

. Prepare and review complex estate, gift, trust, and fiduciary income tax returns.

Posted 11/6/2026full-timeRemote • Minnesota • United StatesMid-LevelSenior💰 $87,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in preparing and reviewing complex estate, gift, trust, and fiduciary income tax returns, along with strong knowledge of tax law and compliance. Proven ability to manage client relationships, analyze complex information, and deliver practical tax solutions while maintaining high standards of professionalism and discretion.

Highest-signal resume keywords

Estate And Gift TaxationFiduciary Income Tax ReturnsTax Law ComplianceClient Relationship ManagementTax Planning Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationFiduciary AccountingTrust AdministrationTax ComplianceFinancial Analysis

Soft Skills

Problem SolvingDetail OrientationOrganizational SkillsInterpersonal CommunicationAdaptability

Tools & Technologies

Microsoft OfficeCRM Software

Certifications & Qualifications

Bachelor's Degree In AccountingBachelor's Degree In Finance

Industry Keywords

Estate PlanningTrustsFiduciariesInternal Revenue CodeTax Compliance Standards

About the role

Key responsibilities & impact

Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
Perform and review fiduciary accounting and trust administration engagements.
Research and resolve complex tax and estate planning matters.
Serve as a primary point of contact for clients and manage ongoing relationships.
Collaborate across departments to deliver comprehensive client solutions.
Stay current on tax laws, professional standards, and industry trends.
Manage budgets, billing, invoicing, scheduling, and engagement tracking.
Maintain accurate time entries, CRM records, calendars, and CPE compliance.
Communicate project status proactively and escalate issues as needed.
Seek opportunities to contribute to new projects and support team initiatives.
Assist individuals, families, fiduciaries, and beneficiaries with estate and trust administration, tax, and planning needs.
Consult with clients on strategies to minimize estate and gift taxes and achieve estate planning, charitable, and financial goals.

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or a related field.
4+ years of tax experience, preferably focused on estate, gift, trust, and fiduciary taxation.
Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
Proficiency with tax, accounting, and Microsoft Office applications.
Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
Ability to delegate, supervise, and review the work of less experienced team members.
Highly detail-oriented with strong organizational skills, adaptability, and the ability to learn new processes and concepts quickly.
Demonstrated ability to manage multiple priorities, exercise sound judgment, and handle confidential information with professionalism and discretion.
Strong interpersonal, written, and verbal communication skills, with the ability to work effectively both independently and collaboratively.

Benefits

Comp & perks

401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
Incentives, commissions, profit sharing, and more may be available depending on the role
Reasonable accommodation for applicants
Hybrid (or remote, as applicable) work environment