Tax Supervisor

Job Summary

The Tax Supervisor is responsible for overseeing the tax compliance and planning process for a diverse portfolio of clients. This includes reviewing complex federal and state tax returns, conducting technical tax research, and supervising the day-to-day activities of Staff and Senior Accountants. The goal of this position is to ensure high-quality client service while maintaining firm profitability and developing the next generation of tax professionals.

Core Responsibilities

1. Technical Review & Compliance

• Detailed Review: Perform high-level reviews of individual (1040), corporate (1120/1120-S), partnership (1065), and trust (1041) tax returns for accuracy and tax-saving opportunities.

• Technical Research: Conduct complex tax research and draft technical memos to support tax positions and planning strategies.

• Agency Interaction: Represent clients during IRS or state audits and draft responses to government notices.

• Planning: Assist Partners/Managers in identifying and implementing tax planning and consulting strategies (e.g., R&D credits, cost segregation, international tax).

2. Team Leadership & Supervision

• Workflow Management: Manage the tax engagement lifecycle, including scheduling, delegating tasks, and ensuring all deadlines (especially during "busy season") are met.

• Mentorship: Provide real-time feedback and formal performance evaluations for Staff and Senior Accountants.

• Training: Lead internal training sessions on new tax laws (e.g., changes from the TCJA) and firm software protocols.

3. Client Relationship Management

• Primary Contact: Serve as a day-to-day contact for clients, answering technical questions and gathering necessary financial data.

• Business Development: Identify opportunities to offer additional services to existing clients and assist in preparing fee quotes or proposals for prospective clients.

Requirements & Qualifications

Education & Certification

• Bachelor’s Degree in Accounting (Master’s in Taxation or Accounting highly preferred).

• Active CPA License.

Experience

• 4–7 years of progressive tax experience in a public accounting firm.

• Proven track record of supervising at least 1–2 junior staff members.

Technical Skills

• Proficiency in professional tax software (e.g., CCH Axcess/ProSystem fx, Thomson Reuters UltraTax, or GoSystem RS).

• Strong command of tax research tools (e.g., RIA Checkpoint, CCH AnswerConnect, or Bloomberg Tax).

• Advanced Excel skills for complex data analysis and tax modeling.

Key Competencies

• Attention to Detail: The ability to spot technical errors that seniors or staff may have missed.

• Project Management: Balancing multiple client engagements simultaneously without sacrificing quality.

• Communication: Translating complex tax jargon into actionable advice for clients who may not have a financial background.