Tax Supervisor

Overview

This role is within the Tax department at a public accounting firm. The position is available as Remote or Hybrid.

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 ensuring compliance with tax regulations.
• Manage and develop client relationships for income tax and financial planning.
• Collaborate with tax partners and other staff on client management, practice development, and business development activities.
• Communicate regularly with clients to manage expectations, ensure client satisfaction, meet deadlines, and lead change efforts effectively.
• Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor.
• Supervise and oversee multiple engagements involving partnership, trusts, estate, gift, and individual taxation to ensure successful outcomes.
• Prepare year-end projections and research various tax issues.
• Mentor senior associates and staff and guide them on complex tax issues.

Requirements

• 4+ years of tax and public accounting experience.
• Broad understanding of Tax Law, with specialized knowledge in one or more of the following areas:
  • HNW individuals
  • Partnerships and LLCs
  • Trusts
  • Taxation of pass-throughs
  • Non-profit experience
  • Estate and gift tax
  • Investment advisory
  • Financial planning
• Ability to prepare working trial balance and year-end adjusting entries.
• Excellent analytical, organizational, and written and verbal communication skills.
• Demonstrated ability to utilize Excel, Word, and CCH Axcess.
• Outstanding leadership, mentoring, and interpersonal skills to foster client and staff relationships.

Educational Requirements

• Bachelor’s degree in Accounting, Finance, or other business-related fields.
• CPA certification is required.

Compensation & Benefits

• Annual salary target: $100,000 - $140,000.
• Specific compensation will be determined based on market demand, education, experience, and skill set.
• Benefits may include:
  • Comprehensive medical, dental, and vision insurance
  • Retirement savings
  • Life and disability insurance
  • Profit sharing and 401(k) match
  • Certification incentives
  • Education assistance
  • Referral program
  • Paid continuing education
  • Parental leave

Location

• Remote or Hybrid