Overview As Tax Supervisor you will bridge technical tax execution with proactive client advisory within the Small Business Group. You will manage a diverse client portfolio, lead tax planning discussions, and mentor junior staff while upholding high service standards. Your work blends compliance with value-driven planning for individuals, corporations, and pass-throughs, including multi-state and multinational filings. Join a culture that values client relationships, continued learning, and upward mobility as you shape tax outcomes for clients and the firm.
Responsibilities- Primary point of contact for a diverse client portfolio, providing proactive tax consulting beyond compliance
- Lead annual tax planning meetings and identify legislative changes impacting clients
- Manage and review basic to moderate tax planning, ensure workpapers and returns meet standards, act as TIC on engagements
- Oversee client relationships and respond to tax-related questions
- Ensure accuracy of consolidated returns and tax filings, oversee quality control before partner review
- Oversee bookkeeping for select clients, including GL, bank reconciliations, and monthly financial statements
- Review and adjust books for GAAP or Tax-Basis compliance; prepare necessary adjusting entries
- Lead engagement management: review work papers, coordinate with departments, supervise staff
- Prepare tax returns for multi-state and multi-national entities
- Lead CPEs as an instructor and train associates to build staff skills
- Regularly train and delegate to associates and seniors to progress projects
Key requirements- Bachelor's Degree in Accounting required
- Master's in Taxation (MST) or Master of Accountancy (MAcc) highly desirable
- EA credential earned or intent to achieve within first year of employment required
- Active CPA license or pursuit of CPA license highly preferred
- Active PTIN or ability to obtain PTIN required
- 6+ years of relevant tax accounting or public accounting experience
- Proficiency in professional tax preparation software required
- Demonstrated proficiency utilizing QuickBooks highly preferred
- Client service orientation
- Strong communication and ability to explain tax positions to non-tax stakeholders
- Mentoring and training of junior staff
- Professional tax preparation software
- QuickBooks
- Tax research
