Tax Supervisor

Position NameTax SupervisorDescription About us: At HR Talent Partners, we focus on matching outstanding professionals with organizations that prioritize excellence. By leveraging our expertise in industry trends and offering a tailored approach, we aim to support businesses in creating strong, dynamic teams while helping individuals grow and succeed in their careers. The Opportunity: We are seeking a detail-oriented and experienced Tax Supervisor with a specialized focus on trusts and estates. This hands-on role requires a CPA designation and a strong foundation in trust and estate taxation, compliance, and planning. The ideal candidate will bring both technical expertise and leadership skills to support our high-net-worth clients and mentor junior staff. Key Responsibilities: Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations. Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals. Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes. Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways. Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills. Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services. Qualifications: Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred). Certification: CPA license is required. Experience: Experience in Tax experience, with a focus on trusts and estates. Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred. Application Process: Qualified candidates are encouraged to submit their resume and a cover letter highlighting their relevant experience and interest in the role. Job Type: Full-time Pay: $132,456.00 - $140,710.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday to Friday Weekends as needed Application Question(s): High net worth and small and medium entities? Education: Bachelor's (Required) Experience: Wills, trusts, & estate law: 3 years (Required) Estate planning: 3 years (Required) supervisor: 1 year (Required) License/Certification: CPA (Required) Location: Houston, TX 77057 (Required) Shift availability: Day Shift (Required) Ability to Commute: Houston, TX 77057 (Required) Ability to Relocate: Houston, TX 77057: Relocate before starting work (Required) Work Location: In person