Tax Supervisor

Job Description

Job Description

What Will I Be Doing?

• Serve as a liaison between the senior manager, the client, and the professional staff.
• Assume full responsibility for multiple tax returns and client engagements, simultaneously; manage client relationships and expectations, monitor engagement economics and coordinate engagement workflow.
• Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
• Review and coordinate preparation of tax returns.
• Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
• Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationship.
• Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
• Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
• Ensure and provide evidence that all seniors/staff are actively engaged in performance improvement/development activities specific to their needs.
• Communicate clear performance goals, priorities and required competencies to others.
• Use coaching and managerial skills to enhance the development and growth of others.
• Work to develop responsible trained staff by assisting in retention.
• Participate in technical and professional training throughout the year.
• Participate in the firm's annual performance management and goal setting process.
• Building and maintaining professional relationships is vital through networking events, to promote clients, referral sources, peers and community influence.
• Understand client needs and offer tailored solutions.
• Other responsibilities as required.

• 5+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• 1+ years of experience in a supervisory role involving clients and team members.
• CA/EA or other certification relevant to an area of specialization

• Bachelor's or Master's in Accounting
• Extensive knowledge of the Internal Revenue Code, and other tax laws, regulations, and guidance.
• A professional appearance, demeanor, and positive attitude.
• Ability to apply theory and experience to individual circumstances.
• Ability to analyze problems and recommend solutions.
• Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism.
• Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information.
• Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

• Career Path with Growth Opportunity
• Technical & Professional Development Plans
• Comprehensive Medical, Dental and Vision Insurance
• Generous PTO
• 401(k)
• Paid Parental Leave
• CPA Exam Passing Bonus & Reimbursement for Exam Fees
• Flexible Work Arrangements
• Employee Bonuses
• Employee Referral Bonus Program
• Cell Phone Allowance
• Holiday Pay