Tax Supervisor - H2R CPAOverviewThe Tax Supervisor is a pivotal leadership role designed for an ambitious tax professional ready to bridge the gap between technical execution and client relationship management excellence. This individual will serve as a critical staff member within our Tax Department Small Business Group, overseeing the lifecycle of tax engagements while mentoring junior staff and ensuring the highest standards of client service.
The core of this position involves managing a diverse portfolio of clients across various industries, including individuals, corporations, and pass-through entities. Beyond technical compliance, the Tax Supervisor should conduct tax research and identify planning opportunities that drive value for clients. This is a role with excellent upward mobility potential within the firm.
Key Responsibilities- Serve as a primary point of contact for a diverse client portfolio, moving beyond compliance to provide proactive tax consulting. This includes leading annual tax planning meetings, identifying legislative changes that impact client operations, and articulating tax positions in a clear, actionable manner to non-tax stakeholders.
- Identifies, develops, completes, and reviews basic to moderate tax planning situations; completes and/or reviews all workpapers and returns to ensure they meet firm standards; acts as In-Charge on one or multiple engagements through proactive communication and marshaling engagements through the return process.
- Provide regular and excellent client service by maintaining relationships with clients and serving as a primary point of contact for most tax-related questions.
- Take ownership of the technical accuracy of assignments, primarily involving tax returns for individuals and pass-through entities.
- Implement and oversee rigorous quality control standards, ensuring all work papers and research memos meet firm and regulatory benchmarks before final partner review.
- Oversee and perform general bookkeeping functions for select clients, including the maintenance of the general ledger, bank reconciliations, and the preparation of monthly financial statements (Balance Sheet, P&L) to ensure tax-ready books.
- Understand and evaluate general ledger activity, trial balances, and financial statements. Assist clients with bookkeeping and year-end adjustments.
- Perform overall engagement management including reviewing work papers, coordinating and working with other departments, supervising staff and collaborating regularly with the appropriate team members.
- Demonstrate ability and willingness to share knowledge on appropriate/relevant topics with peers through formal and informal training opportunities, including CPE presentations, lunch-and-learns, and professional mentorship.
- Regularly trains and delegates to associates, experienced associates and seniors to move projects along and to increase skills among the staff.
Experience and Education Requirements- Bachelor's Degree in Accounting required;
- Master's in Taxation (MST) or Master of Accountancy (MAcc) highly desirable
- EA credential earned or intent to achieve within first year of employment required.
- Active CPA license or pursuit of CPA license highly preferred.
- Active PTIN required.
- 6+ years of relevant experience in tax accounting and/or public accounting required.
- Proficiency in professional tax preparation software required.
- Demonstrated proficiency utilizing QuickBooks highly preferred.
- Experience with CCH Axcess or ProSystem fx considered a plus.
