Tax Supervisor – Trusts/Estates

Reynolds + Rowella

Tax Supervisor managing trusts and estates at a family-oriented professional services firm. Overseeing tax preparation, client relations, and complex tax activities in Ridgefield, CT.

Posted 7/27/2026full-timeRidgefield • Connecticut • 🇺🇸 United StatesSeniorLead💰 $115,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing complex fiduciary income tax returns and estate planning services, with a strong focus on trusts and estates. Proven ability to manage client relationships and provide guidance on tax compliance and planning strategies.

Highest-signal resume keywords

Fiduciary Income Tax Returns PreparationTrusts And Estates Tax ExperienceClient Relationship ManagementTax Compliance And PlanningAccounting Degree

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationEstate PlanningTax Law ResearchIncome Tax FilingsTrust Tax ReturnsS-Corp Tax ReturnsPartnership Tax ReturnsTax ComplianceFinancial PlanningError Correction On Tax Forms

Soft Skills

Client CommunicationMulti-taskingTime ManagementTeam DevelopmentProblem Solving

Industry Keywords

IRS RegulationsHigh-Net-Worth IndividualsConfidential Information SensitivityTax Planning StrategiesClient Workflow Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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