Tax Senior | Tax Supervisor

Overview

Title:Supervisor, Tax

Department:Tax

Reports to:Director or PartnerSupervises: Full management responsibilities for exempt and non-exempt staff within department and/or specified work group.

FLSA Status:Full-Time, Exempt

Summary:

Under broad supervision, the Tax Supervisor performs advanced accounting functions related to tax specifications. Employees in this job class plan, budget and execute engagements and delegate work to lower level staff. This job class requires knowledge of intermediate accounting and/or tax principals of which would be derived from several years of experience as a Senior Associate and the ability to assign work, manage progress and meet deadlines. The Supervisor is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.

Core Responsibilities:

• Leading Managing and Holding People Accountable (LMA)

• Learn and begin to apply growth process (participates in assigned RC,, pipeline support, COPs, etc.)

• Supervises the engagement (job) project management, billing, ensures QC (technical) standards

• Takes care of the client (meets deadlines, timely communication)

• Develops engagement team (prepares seniors to the next level)

Essential Functions:

• Prepare business and individual returns

• Research tax issues

• Recognize potential problems within engagements and discuss these with the manager or partner

• Prepare tax projections

• Prepare tax planning assignments

• Prepare other tax consulting projects, as needed

• Identify key issues facing clients and discuss possible solutions to increase quality and efficiency.

• Maintain a command of GAAP, GAAS, and any other common audit/tax techniques.

• Exhibit strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients.

• Provide timely performance and behavior feedback to lower level associates via verbal discussions and/or evaluations.

• Communicate with manager regarding work-loads and project status

• Assist on other non-tax work in offseason such as financial statement compilations, reviews, and audits

Nonessential Functions:

• Performs other duties as assigned by Managers, Sr. Managers and Partners

Supervisory Responsibilities: Yes

Conditions:

• Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business

• Overnight travel is required approximately 10% of time.

Minimum Qualifications:

• 3-4 years of tax experience in public accounting is required

• Bachelor’s in accounting required, Masters in Tax preferred

• Knowledge and understanding of accounting including bookkeeping and journal entry preparation required

• CPA License preferred

• Knowledge of CCH Prosystems is a plus

Success Factors:

• Ability to perform several tasks concurrently with ease and professionalism.

• Ability to communicate clearly and concisely, verbally and in writing, in English.

• Must be able to keep client matters strictly confidential.

• Must have excellent interpersonal skills and customer service skills.

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Salary range for Senior Associate: $80k - $110k Salary Range for Supervisor $110k - $135k

Originally posted on Himalayas