Tax Supervisor | RIA Firm | 1 day onsite

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies.ResponsibilitiesThe Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm.Tax & PlanningOversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities.Develop and review federal and state tax projections and identify tax planning opportunities.Assist with advanced tax planning strategies, including income tax, estate, trust, and entity structure considerations.Analyze complex tax issues and provide practical recommendations to clients and internal stakeholders.Review estate and trust structures and related tax implications.Conduct tax research and stay current on relevant federal and state tax legislation.Work closely with CPAs, attorneys, financial planners, and investment professionals to integrate tax strategies into broader wealth planning.Participate in client meetings and communicate complex tax concepts clearly and professionally.Lead and support ad-hoc tax and financial planning projects.Team & Workflow ManagementReview work prepared by junior team members and provide technical guidance and mentorship.Help manage tax deadlines, workflow, and deliverables across multiple client engagements.Serve as a resource to the broader advisory team on tax-related matters.Prepare and review client-ready analyses, reports, and presentations.Coordinate with internal teams to ensure accurate and timely execution of client deliverables.Take ownership of complex, time-sensitive projects and help drive them through completion.