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ESTATE AND TRUST SUPERVISOR in Fort Lauderdale, FL at SNI Financial

Date Posted: 5/24/2023

Job Snapshot

  • Employee Type:
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:
  • Remote

Job Description

Our growing Tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.


  • Preparation and review of individual returns, fiduciary income tax returns for trusts and estates and gift tax returns.
  • Review and supervise the preparation of fiduciary accountings.
  • Prepare and review federal and state estate tax returns.
  • Work with partners to develop tax minimization and planning strategies for trust and estate clients.
  • Build and maintain client relationships.
  • Execute diligent client service and create positive impression with clients.
  • Train, supervise and review the work of other tax staff.
  • Provide ongoing feedback to associates and complete regular performance reviews.
  • Identify issues and potential opportunities for additional business to build up the tax consulting practice

Preferred Qualifications

  • 4+ years’ experience in public accounting, many years of which in the trust and estate tax specialty
  • Bachelors or master’s degree in Accounting. MS Taxation is highly desirable.
  • CPA certification or progress towards CPA certification is mandatory
  • Strong communication, research, analytical and writing skills
  • Possess a broad tax knowledge, with an experience and passion for estate and trust taxation
  • Excellent verbal and written communication skills internally and externally
  • Keen analytical ability to apply principles of logical thinking to define problems, collect data, efficiently establish facts, and draw valid conclusions
  • Strong organizational skills and attention to detail
  • Demonstrated leadership ability to train, orient, and mentor staff and interns