Career Center

Tax Supervisor/Manager 

This individual leads and manages multiple tax engagements to deliver quality tax services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate. 

Job description/functions 

• Preparation and review of federal and state income taxes for individuals, businesses, real estate, and exempt organizations. 
• Builds new and existing client relationships and demonstrates knowledge of client business. 

• Analyzes notices and prepares internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. 
• Trains staff, reviews and evaluates their work. 
• Manages multiple clients, budgets and production goals. 
• Performs complex tax research. 
• Prepares tax planning and estimates/projections. 

• Maintains good workflow and provides feedback for greater efficiency. 
• Recommends tax saving strategies to clients and staff on engagements. 

Our Vision for this position  

• We envision our Tax Supervisor/Manager to not only be a senior tax preparer who can complete a tax return to the level of minimal review & rework by the partners, but also someone who can coordinate & manage tax returns (and other returns & engagements as needed in the absence of another Manager).  This unique person would need to be super organized and begin documenting our workflows, standardizing our work product and internal processes, bringing consensus among the staff accountants and championing a unified "P&R way" of doing things.  They would also be responsible for being the "go-to" expert on the various TAX apps available to streamline our TAX offerings such as UltraTax, Workpaper CS, Tax Help Software (IRS Transcripts), etc.  This person would not only be training the new staff on our "App Stack" but also identifying clients who could benefit from a more streamlined process (Apps), meeting with and selling those clients on the benefit, on-boarding those clients and then transitioning the ongoing maintenance of those clients to the accounting staff. The ultimate goal would become a TAX resource not only for the internal staff but for our clients as well. the conversion of manual client accounting processes into a standardized, possibly more automated, workflow either supervised or assisted by the firm.  Cross Selling/upselling, developing and supervising “TAX” engagements under the Thomson Reuters Practice Forward model will be a big part of the job function. 

Experience 

• Bachelor's degree in accounting or finance. 
• CPA Certification. 

• 4-6+ years prior experience in public accounting tax experience. 
• Significant supervisory experience (2 years plus). 
• Experience preparing individual, business, real estate and exempt organization tax returns. 
• Tax (federal and state) research skills. 
• Strong accounting and analytical skills. 

• Strong computer skills: proficiency in Tax software, Excel, Word. 
• Excellent interpersonal, oral and written communication skills. 
• Detail oriented & ability to multi-task. 

Interpersonal Skills  

• Exhibits time management and organization skills.  

• Coordinates recruitment, orientation and training of tax related staff. 
• Develops entrepreneurial approach to client service and good working relationships with client personnel.  
• Builds new and existing client relationships and demonstrates basic knowledge of clients’ businesses.  
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.  
• Develops means of communication to clients and persons responsible for maintaining relationship with clients.  

• Accepts volunteer positions in community organizations.  
• Continues to develop industry expertise.  
• Serves as a role model for other staff in reflecting firm values, procedures and service model.  
• Understands firm ethics and demonstrates them consistently.  
• Develops a broad general knowledge of economic, political, and business conditions. 

• Performs such other duties as may be assigned.