Tax Supervisor – Estate and Trust Taxation

Job Description

Our estate and trust tax team prepares Federal and Multistate tax returns for various clients, performs tax planning and projections and tax correspondence.

As a Tax Supervisor - Estate and Trust you will have the opportunity to make an impact by:

  • Reviewing a variety of tax returns for multiple clients including: estate, trust, gift and private foundation tax returns
  • Reviewing tax returns for high net worth individuals
  • Handling probate administration
  • Developing a relationship with and maintaining contact with individual clients
  • Identifying tax planning and consulting opportunities
  • Having the ability to work for multiple clients simultaneously
  • Being the in-charge accountant on specific clients
  • Preparing complex tax returns
  • Communicating directly with clients and serving as the primary point of contact
  • Proactively communicates with other staff on status of projects and assistance needed
  • Able to tackle more complex accounting and/ or tax issues
  • Being cognizant of time budgets, but not allowing time budgets to sacrifice the quality and/or efficiency
  • Mentoring and participating in training as an attendee and as a leader
  • Brings unusual or significant tax questions to the attention of the manager or partner

Qualified candidates will have 5-7+ years of CPA firm experience and will:

  • Possess a broad tax knowledge, with an expertise and passion for estate and trust taxation
  • Have their CPA license
  • Demonstrate excellent verbal and written communication skills
  • Have the ability to establish a rapport and good communication with clientele
  • Ability to review and provide feedback on tax work prepared by all staff in a professional manner
  • Have the ability to adhere to given budgets and time deadlines
  • Be able to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Demonstrate strong organizational skills and attention to detail
  • Have the ability to gather, organize and summarize information efficiently and effectively
  • Ability to train, orient, and mentor staff

Join our Team!

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We offer competitive salaries, Fridays off in the summer, and an excellent working environment, including free parking and gym access. Visit here for more information on our Firm and benefits offered.

About Us

Thompson Greenspon is one of Northern Virginia’s largest accounting firms and is located in Fairfax, Virginia. We have been serving clients since 1956 and are known for our expertise in the areas of construction, professional services, non-profits, government contracting and employee benefit plans. Our primary services include audit and accounting, taxation, and business consulting. Our Firm philosophy, “Everything we do starts with knowing a client's business inside out. That's the key - to anticipating their needs, to solving their problems, to bringing them opportunities they might not find on their own," guides our success.

Partnering in your professional success. Proud to be one of The Washington Post’s Top Workplaces for many years

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.