Tax & Research Supervisor

Overview

The organization is seeking a detail-oriented and experienced Tax & Research Supervisor to support tax compliance, conduct in-depth research on tax laws and regulations, and provide actionable insights. This role includes overseeing the preparation and review of complex returns, ensuring compliance with tax law, developing strategies to optimize tax liabilities, and managing client relationships.

Responsibilities

• Review individual, corporate, and partnership tax returns prepared by staff in coordination with existing tax department supervisors and managers
• Oversee and participate in preparation and review of complex individual, corporate, and partnership tax returns
• Lead client engagements across the firm
• Electronically research tax issues and prepare position memos for partner/client/IRS review
• Optimize clients’ tax liability and credit reporting to streamline the process and limit clients’ tax burdens
• Maintain knowledge of tax code changes and accounting procedures and theory to properly evaluate financial information
• Guide and mentor staff; serve as a resource for questions, including technical, procedural, and professional issues
• Develop, implement, and monitor tax quality control policies and procedures
• Create and deliver tax presentations to partners, clients, and staff
• Facilitate briefings for tax and A&A staff to keep the team abreast of new tax issues
• Participate in business development by cultivating relationships to strengthen both yourself and the organization

Requirements

• Bachelor’s degree in Accounting
• 4+ years of public accounting experience
• Expertise in technical research and writing
• Strong leadership and motivational skills, including experience training and mentoring team members under tight deadlines or complex situations
• Exceptional client service and relationship management skills with effective, professional communication
• Strong problem-solving, analytical, critical thinking, and attention to detail
• Ability to work independently and effectively with a team
• Knowledge of Microsoft Office, including Outlook, Excel, and Word

Preferred Qualifications

• CPA or EA certification preferred or currently pursuing

Compensation & Benefits

• Salary range: $82,500–$103,000
• Personal Time Off
• Holidays
• Flexible schedule to help with Work/Life Balance
• Health care coverage
• Dental
• Aflac
• Life, Disability, and AD & D Insurance
• 401(k) savings plan
• Continuing education support, including cost of training and annual licensing
• CPA exam support
• Employee and Business Development referral programs

Location

• Open to remote candidates across the U.S.; preference will be given to applicants residing in Iowa, Minnesota, North Dakota, and Wisconsin due to proximity for occasional in-person meetings, team collaboration, or client engagements
• Hours are normally Monday–Friday, 8:00 a.m.–5:00 p.m. CST

Equal Opportunity Statement

Equal opportunity employer; does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.