Tax Supervisor

Job Description

Roles and Responsibilities

Technical Expertise and Work Quality
• Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization.
• Continue to improve research skills and ability to document findings and conclusions clearly.
• Continually strive to improve competency with various software programs critical to job performance.
• Identify technical areas of interest and discuss development of specialization with circle leaders.
• Effectively communicate with all team members, circle leaders, and clients.
• Be capable of drafting documentation/correspondence on a variety of often complex subject matter.
• Develop workpapers and return detail review skills through review of work products prepared by Associates.
• Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees.
• Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol.
• Clear any review comments as directed by in-charge employees.

Client Management and Service
• Maintain the complete confidentiality of firm and client information.
• Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines.
• Present yourself and your work product to clients and co-workers in a professional manner.
• Demonstrate working knowledge of clients' business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process.
• Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop.
• Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year.
• A commitment to respond to clients within 24 hours.
• Maintain daily time entry for accurate reporting firm wide.

Business Development
• Recognize that practice expansion comes from existing clients as well as potential clients.
• Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity.
• Participate in civic/professional organizations, as well as YHB marketing activities.
• Continue to gain an understanding of service capabilities.
• Develop a network of contacts and seek ways to increase firm visibility.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.

Personal Participation and Professional Development
• Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc.
• Accept constructive input from and offer constructive feedback to Managers and Principals.
• Honestly assess own performance upon completion of engagements or assignments.
• Solicit overall performance feedback on assigned areas from in-charge employees.
• Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge.
• Gain understanding of department goals and responsibilities.
• Take responsibility for attaining chargeable hour requirements.
• Participate in industry meetings and seminars.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
• Understanding the role of Manager and working to expand roles and responsibilities to that level.
• Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.

Leading and Developing Others
• Provide Associates with the framework to complete assignments based on experience levels.
• Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed.
• Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses.
• Offer constructive feedback to Associates.
• Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others.
• Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees.
• Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others.

Required Education and Experience:
• Bachelor's degree in accounting or relevant field required.
• Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for development.
• Possesses a high level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures
• Enthusiastic and self-motivated
• Demonstrated time and work management skills necessary to manage a complex workload.

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:

Competitive Compensation & Rewards:

• Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.

Comprehensive Health & Wellness:

• Health, dental, and vision insurance.
• Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.

Professional Development:

• Learning and development opportunities.
• Tuition reimbursement.
• CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.

Work-Life Balance:

• Generous paid time off (PTO) and holidays.
• Flexible work arrangements (hybrid/remote options available).

Engaging Work Culture:

• Collaborative and inclusive work environment.
• Employee resource groups and diversity initiatives.
• Social events, team-building activities, and volunteer opportunities.

#LI-Hybrid ##LI-KB1