Tax Supervisor Or Manager (Trust & Estate)

TL;DR

Tax Supervisor Or Manager (Trust & Estate): Leading the preparation and review of fiduciary, estate, and gift tax returns for US tax clients with an accent on compliance and technical accuracy. Focus on managing federal and state filings, overseeing tax deadlines, and mentoring junior staff.

Location: Remote (Must be based in Canada)

Salary: $123,000 – $162,500 per year

Company

hirify.global is a professional services firm driven by an entrepreneurial spirit, prioritizing community and a people-first culture.

What you will do

• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• Maintain compliance calendars and oversee tax deadlines to ensure timely and accurate filings.
• Respond to IRS and state tax notices and coordinate with legal advisors.
• Supervise and mentor junior staff, providing necessary technical guidance and review support.
• Collaborate with trust officers, attorneys, and wealth advisors to clarify tax positions and gather documentation.
• Stay current on all tax laws and regulations affecting trusts and estates.

Requirements

• 5+ years of experience in public accounting or law firms with a focus on trust and estate tax compliance.
• Strong understanding of US Taxation, fiduciary accounting, trust administration, and estate planning.
• CPA license or JD/LLM strongly preferred (candidates working towards a CPA will be considered).
• Proficiency in tax software such as CCH Axcess, ProSystem fx, or SurePrep.
• Must be located in Canada.
• Excellent organizational, analytical, and communication skills.

Nice to have

• Experience working with high-net-worth clients.
• Expertise in complex estate structures, including revocable, irrevocable, testamentary, and grantor trusts.

Culture & Benefits

• Flexible work arrangements and remote work options to support work-life balance.
• Comprehensive health and well-being resources, including an employee assistance program and mental health support.
• Generous time off: 14 Firm Holidays, Flex PTO, winter break, and summer hours.
• Professional development through hirify.global University, including CPA exam resources and bonuses.
• Support for professional memberships and certifications.