Position OverviewA Business Services Group (BSG) Supervisor is responsible for planning, supervising, and completing multiple client engagements for privately held business clients and high-net-worth individuals, with a focus on tax compliance, accounting, business advisory, and proactive tax planning services. This position serves as a primary point of contact for clients, provides a complete and technically sound work product for review by Principals, and actively develops, mentors, and trains Staff Accountants.
Essential Functions: - Reviews complex federal and state business income tax returns, including Forms 1065, 1120S, and 1120, ensuring accuracy, technical quality, and appropriate documentation.
- Identifies, analyzes, and resolves multistate tax issues, including nexus, apportionment, filing requirements, state withholding or composite return considerations, and related client matters.
- Conducts and interprets complex tax research on federal, state, and local tax matters; summarizes conclusions clearly and applies technical guidance to client facts and engagement deliverables.
- Leads complex business and owner tax planning engagements, including quarterly projections, entity-level tax strategies, state tax considerations, and the integration of business tax planning positions into owner-level Form 1040 tax planning and estimated tax calculations.
- Plans, supervises, and completes multiple BSG client engagements, including monitoring workflow, budgets, deadlines, deliverables, and client communications.
- Reviews workpapers, tax returns, accounting records, and client correspondence for completeness, technical accuracy, organization, and consistency with KWC standards.
- Serves as a primary client contact and communicates timely and professionally with clients and co-workers.
- Supervises, trains, mentors, and develops Staff Accountants by reviewing work, answering questions, monitoring progress, and providing timely and constructive feedback.
- Understands and applies relevant accounting principles, tax laws, KWC policies, and technology systems; continually learns new laws, processes, applications, and procedures.
- Demonstrates leadership qualities consistent with building and managing a professional team, fostering collaboration, celebrating team successes, and maintaining positive working relationships.
- Uses sound professional judgment to identify issues, evaluate possible solutions, improve processes, and support engagement profitability while maintaining high standards of excellence and integrity.
Supervisory Responsibilities:- Staff Level I, II and III and Senior Accountant
- Recruits, hires, and conducts performance evaluations.
- Implements training, or identifies training opportunities.
- Handles corrective action and termination as needed, and in accordance with firm's policies.
Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum requirements: - Bachelor's degree in Accounting or Accounting certificate.
- 4 - 7 years of tax and accounting exp.
- An understanding of the basic principles of accounting.
- CPA, EA or similar certification.
Preferred requirements: - Proficiency with CCH Axcess products.
- Proficiency with QuickBooks online and/or desktop.
Other Skills / Abilities:- Excellent oral and written communication skills.
- Proven ability to handle multiple projects simultaneously.
- Strong understanding of US tax regulations.
- Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each.
- Ability to prioritize daily tasks and meet timely obligations with many clients.
- Knowledge of accounting processes and advanced mathematical skills.
- Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns.
- Skilled using various accounting software and experience in troubleshooting common accounting program problems.
- Personal integrity when working with personal and sensitive financial information.
- Professional experience in financial forecasting and risk analysis.
Physical Requirements:- Prolonged periods of sitting at a desk and working on a computer.
- Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
- Occasional lifting of boxes and/or paperwork up to 25 pounds.
Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
