TAX SUPERVISORRole Description:We are seeking a Tax Supervisor to join our growing team. The ideal candidate will assume responsibility for performing tax engagements with minimum supervision, but with Tax Manager and Partner support. This role requires direct client contact and relationship management. The ideal candidate will review complex federal and state tax returns for C Corporations, S Corporations, Partnerships, Trusts, and Individuals.
This role requires applying technical knowledge and research skills while working as part of a team with a focus on continual improvement, Staff mentorship, coaching and training.
Responsibilities:- Supervise, direct, and mentor Interns, Staff and Senior Staff Accountants
- Review basic and moderately complex tax returns
- Prepare returns as needed
- Prepares/reviews deferred tax calculations
- Prepares/reviews accrual to cash conversions
- Understands consolidated tax return mechanics
- Initiates quarterly and year-end tax planning discussions
- Ability to identify and communicate open items and obtain items from the client
- Ability to navigate and utilize tax research tools and resources
- Understanding of tax theories and when and why to apply
- Develop and maintain excellent client relationships through superior customer service
- Serve as a client contact on related matters and directly interact with client owners and management
- Recognize and resolve or elevate potential or existing problems with appropriate research and consulting, as necessary
- Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
- Assist in the development and execution of department's various training programs
- Set and monitor staff scheduling and workloads
- Encourage the continuous technical and soft-skill development of staff by providing timely feedback on engagements
- Participate in recruitment events
Skills:- Ability to motivate, develop and direct team members as they work
- Ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Ability to train, orient and mentor staff
- Ability to review and evaluate the work of others
- Detail oriented and improvement focused
- Flexibility to change direction frequently
- Actions support the "Culture of Helpfulness" and "Continuous Improvement" Core Values
- Serve as an instructor or discussion leader in educational programs and participate in the firm's marketing activities.
- Client satisfaction
- Respect of all team members and clients
- High-quality work
- Active communication of workload and when additional support is needed
- Technical expertise
Required Experience:- CPA or CPA track with 3+ years of progressive CPA firm experience
- BS in Accounting, MSA or MBA preferred
- Ability to adjust schedule based on peak workload times in the department
