Job Summary

We are currently seeking a Tax Supervisor to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY; Chelmsford, MA; Needham, MA. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:

• Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed
• Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process
• Preparing tax returns for more complex individual, trust, and flow through entities
• Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters
• Responding to inquiries from the IRS and other tax authorities
• Meeting or exceeding chargeable hour targets
• Punctually entering time and expenses to support efficient billing processes
• Maintaining appropriate compliance with all Firm policies and procedures
• Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions
• Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities
• Representing and actively promoting the Firm
• Traveling to client meetings occasionally

Qualifications

• Bachelor's degree in Accounting; Master's degree in taxation or equivalent preferred
• Minimum of 4+ years of progressive tax preparation
• CPA license preferred
• Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH
• Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts
• Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Ability to manage staff on multiple engagements
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s):

New York ranges are from $100,000 - $140,000

New Jersey ranges are from $100,000 - $140,000

Massachusetts ranges are from $90,000 - $130,000