Tax Supervisor

Kerkering Barberio & Co

$80K — $102K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or related field
  • 5 years progressive experience in public accounting
  • CPA preferred
  • Proficiency with computer tax software, spreadsheets, and word processing
  • Strong critical thinking and decision-making skills
  • Excellent verbal and written communication skills
  • Superior organizational and time management abilities

Responsibilities

  • Oversee a variety of accounting and tax engagements
  • Ensure quality and accuracy of work while meeting deadlines
  • Plan and schedule client engagements effectively
  • Train and supervise junior staff as needed
  • Prepare complex personal and business tax returns
  • Review and correct tax returns prepared by team members
  • Communicate with clients and regulatory agencies professionally

Benefits

  • 401(k) and matching contributions
  • Bonus based on performance
  • Company parties to foster team engagement
  • Flexible work schedule
  • Health, dental, and vision insurance
  • Paid time off and parental leave
  • Tuition assistance and training & development opportunities
Full Job Description
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Donation matching
  • Flexible schedule
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Tuition assistance
  • Vision insurance


Position Overview:

The Tax Supervisor is an accountant capable of taking responsibility for most engagements, capable of supervising concurrent engagements, and has demonstrated advanced technical, professional, and personal skills. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff, In-Charge and Senior level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.

Essential Functions:
  • Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Managers and Shareholders is kept to a minimum.
  • Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
  • Meets time and budget constraints and client deadlines.
  • Participates in planning and scheduling client engagements.
  • Directs, instructs, and trains Staff, In-Charge and Senior accountants, where applicable.
  • Prepares personal tax returns, including those that are more complex.
  • Prepares business tax returns, including those that are more complex.
  • Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.
  • Reviews and corrects tax returns and financial statements as prepared by fellow staff members.
  • Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc.
  • Participates in client solutions and communication.
  • Prepares correspondence to clients and regulatory agencies for approval and signature of Manager or Shareholder.
  • Communicates with client and team members, as requested, in an efficient and professional manner.
  • Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards.
  • Conducts research as needed.

Other Functions:
  • Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firms' Quality Control document.
  • Assumes primary responsibility (under supervision) for engagements.
  • Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
  • Participates in local civic, charitable, business, and other organizations.
  • Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
  • Demonstrates the ability and desire to secure new business for the Firm.
  • Effectively bills and collects charges from clients for whom the Supervisor acts as the Bill Manager and/or Primary Partner.
  • Performs other duties as assigned.

Required Experience and Skills:
  • Proficiency with computer tax programs, spreadsheets, and word processing.
  • Demonstrates sound critical thinking, professional judgment, and decision-making skills.
  • Current knowledge of accounting principles and federal, state, and local tax regulations.
  • Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
  • Effective verbal and written communication skills
  • Conducts themselves with integrity in a responsible, professional manner and appearance.
  • Excellent organizational and time management skills.

Required Education: Bachelor's in accounting or related field

Required Experience: 5 years progressive experience in public accounting

License/Certification: CPA preferred

Working Requirements:

  • Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
  • Occasional overtime is expected throughout the year and heavy overtime is required from January through April.


Flexible work from home options available.

Compensation: $80,000.00 - $102,000.00 per year

Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's "Best Small Cities to Live." As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

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