Individual Tax Supervisor

About the role

This role is ideal for a motivated professional who thrives in a fast-paced environment, enjoys developing others, and is committed to delivering high-quality tax services.

Responsibilities

• Oversee daily workflow for the individual tax team, ensuring tasks are completed accurately and on schedule.
• Distribute and rebalance workloads to maximize team productivity.
• Ensure work lists are current, and projects continually move forward.
• Review team members’ tax returns before submission to the final signer.
• Ensure all returns meet internal quality standards and compliance requirements.
• Participate in interviews and attend job fairs to identify potential tax interns.
• Train tax interns and seasonal team members in both individual and group settings.
• Review and update training materials annually to maintain clarity, accuracy, and relevance.
• Monitor team productivity and collaborate with managers to achieve department goals.
• Develop and implement strategies to improve workflow, training processes, and review procedures.
• Identify strong-performing interns for potential full-time opportunities and partner with HR to prepare candidate submissions for upper management.

Qualifications

• Excellent communication skills (verbal & written).
• High attention to detail and the ability to prioritize in a fast-paced environment.
• Integrity, professionalism, and a collaborative mindset.
• Proficient with Microsoft Office.

Education & Experience

• Bachelor’s degree in accounting, finance or related field preferred.
• Minimum 3 years’ experience in public accounting firm required.
• Minimum 1 year management experience required.
• Certified Public Account (CPA) license or Enrolled Agent (EA) certification a plus.