SUMMARY:

In the Tax Supervisor role, you will communicate with clients and get an understanding of their businesses and how we can help them be successful. This will include performing various aspects of tax compliance, projections, preparing responses to tax notices, assistance with special projects, and communicating with clients and building relationships.

POSITION REQUIREMENTS:

• Bachelor’s degree in Accounting/Finance or other relevant degree program
• CPA license preferred, or strong progress towards obtaining CPA license
• Two to five years of public accounting experience, preferred
• Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
• Proficient in Microsoft Office applications
• Ability to multi-task with excellent written and verbal communication skills
• Must be able to meet assigned deadlines in a fast-paced, team environment

• Assist in handling routine audits, questions, and notices from federal or state agencies.
• Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions.
• Request appropriate information from clients and/or supervisors to prepare tax returns and other filings.
• Act as a primary client contact on assigned clients.
• Assist clients by advising of tax implications of their business objective and recommend alternate courses of action.
• Successfully manage the planning, administration and conclusion of client engagements.
• Prepare/supervise preparation of tax accrual workpapers.
• Review tax law developments and determines which developments apply to clients.
• Take supervisory responsibility for statutory due dates/tax control items and the due dates of other planning projects.
• Serve as a technical resource for staff and promotes their understanding of technical issues.
• Supervise staff in preparation of returns and use of technology as requested.
• Assist with the presentation and delivery of in-house training.