Role Description
The Tax Supervisor oversees tax engagements, reviews tax returns and workpapers, and ensures the timely delivery of high-quality client service. This role provides technical tax guidance, supervises and develops staff, serves as a key liaison between clients and firm leadership, and helps identify tax planning opportunities while ensuring compliance with firm and tax standards.
Qualifications
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Bachelor's Degree required
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Active CPA (Certified Public Accountant) or EA (Enrolled Agent) license required
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4+ years of public accounting experience with increasing responsibility in tax preparation, technical review, and client service
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Strong knowledge of federal and state tax regulations, with experience preparing and reviewing tax returns across a variety of entity types and industries
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Strong proficiency with tax software, Microsoft Office, and practice management systems
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Excellent written and verbal communication skills
Requirements
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Supervise tax consulting and planning projects, perform complex tax research, evaluate technical tax positions, and provide guidance to clients and staff
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Review tax returns, workpapers, and supporting documentation for individuals, partnerships, corporations, S corporations, exempt organizations, trusts, and estates to ensure accuracy, timeliness, and compliance with applicable tax laws
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Monitor tax law changes and communicate impacts and recommendations to clients, staff, and firm leadership
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Serve as the primary point of contact for assigned clients, building strong relationships through proactive communication and exceptional service
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Respond to client inquiries, including tax notices, planning opportunities, and compliance matters
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Supervise, mentor, train, and evaluate tax interns, staff, and seniors, providing ongoing coaching and feedback
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Delegate assignments, monitor workflow, and foster a collaborative team environment while ensuring project deadlines are met
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Manage multiple tax engagements simultaneously, coordinating workloads, monitoring budgets and realization goals, and ensuring timely completion of projects
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Identify opportunities to expand services and provide additional value to existing clients
Benefits
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Competitive base salary with lucrative performance and business development bonuses
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Comprehensive health, dental, and vision insurance
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401(k) retirement plan with employer match
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Generous Paid Time Off (PTO) and paid holidays
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Flexible scheduling
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CPA/EA/MST development support and comprehensive continuing education (CPE)
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Clear, accelerated pathways to Partner-track opportunities within a historic, premier firm