Tax Supervisor

Successful candidates should have the following:

• 5+ years of public accounting experience
• 2+ years of supervisory or management experience
• Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, High Net Worth individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning
• Ability to prepare working trial balance and year-end adjusting entries

Educational Requirements:

• Bachelor's degree in Accounting, Finance, or other business-related fields
• CPA certification is required
• Strong technical skills pertaining to tax preparation and review, tax compliance, and tax research
• Excellent skills analytical, organizational, and written and verbal communication skills
• Demonstrated ability to utilize Excel, Word, and CCH Axcess
• Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

A day-in-the-life basic overview includes:

• Review complex high net-worth individual returns, partnership returns, estate and gift tax, trusts, non-corporate entity tax returns, combined state tax returns, and tax compliance.
• Manage and develop income tax and financial planning clients
• Work closely with tax partners and other tax staff on client management, practice development, and business development activities
• Maintain active communication with clients to manage expectations, ensure client satisfaction, meet deadlines, and effectively lead change efforts.
• Consult, collaborate with, and service clients to make business and process improvement recommendations and serve as a business advisor to clients.
• Supervise and help drive the success of multiple engagements in partnership and individual taxation.
• Ensure that year-end projections are accurately prepared, including detailed analysis and forecasting of financial data.
• Conduct thorough research on various tax issues to stay updated with current regulations and best practices.
• Dedicate time to mentor associates, providing guidance and support on tax-related matters to foster professional development.
• Continuously work on improving presentation skills, both oral and written, to communicate complex tax concepts and findings effectively.