Overview
A tax supervisor position is available within the tax department, offering remote or hybrid work options. This role requires a strong background in tax and public accounting, with a focus on high-net-worth individuals and various tax entities.
Responsibilities
- Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities, including combined state tax returns and compliance with tax regulations
- Manage and develop client relationships related to income tax and financial planning
- Collaborate with tax partners and staff on client management, practice development, and business development activities
- Communicate regularly with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts
- Consult with clients to recommend business and process improvements and act as a business advisor
- Supervise and oversee multiple engagements involving partnership, trusts, estate, gift, and individual taxation
- Prepare year-end projections and conduct research on various tax issues
- Mentor senior associates and staff, providing guidance on complex tax matters
Requirements
- Minimum of 4 years of tax and public accounting experience
- Broad understanding of tax law with specialized knowledge in areas such as high-net-worth individuals, partnerships, LLCs, trusts, pass-through taxation, non-profit experience, estate and gift tax, investment advisory, and financial planning
- Ability to prepare working trial balances and year-end adjusting entries
- Proficiency in Excel, Word, and CCH Axcess
- Strong analytical, organizational, written, and verbal communication skills
- Demonstrated leadership, mentoring, and interpersonal skills to foster client and staff relationships
Educational Qualifications
- Bachelor's degree in Accounting, Finance, or related business field
- CPA certification required
Compensation & Benefits
- Annual salary range: $100,000 - $140,000, determined by market demand, education, experience, and skill set
- Comprehensive medical, dental, and vision insurance
- Retirement savings plans including profit sharing and 401(k) match
- Life and disability insurance
- Certification incentives and education assistance
- Referral program
- Paid continuing education
- Additional perks such as parental leave, annual ski/camping trip, black-tie holiday party, and quarterly departmental mixers with travel stipend
Location
Remote or hybrid work arrangement available.