Supervisor for Tax Preparation & Consulting

About the Role

The Tax Supervisor works collaboratively with clients, partners, and staff to provide comprehensive tax advisory and compliance services. This position is responsible for training and supervising junior staff, reviewing and managing tax engagements (including compliance, planning, and research), and maintaining confidentiality while building strong relationships with clients and stakeholders. The role involves directing engagements, supporting managers and partners, and communicating complex tax rules effectively.

Responsibilities

• Prepare all tax compliance, assist with audits, and respond to tax letters.
• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Leverage technology and resources to maximize technical application on projects.
• Determine tax objectives, scope, and methodology, and participate in client decision-making.
• Manage client engagements with expertise in individual taxation, trust, partnership, corporate, federal, state, local, and foreign tax returns, estimated payments, extensions, and audits.
• Develop and execute a business development plan, including networking, client expansion, and satisfaction activities.
• Prepare and review complex tax returns and oversee project management.
• Research complex tax matters, stay current on law and industry changes, and identify and solve tax problems.
• Represent clients regarding tax notices and audits.
• Monitor developments in tax legislation.
• Prepare internal memoranda, written correspondence, private letter rulings, and other documents for submission to the IRS or Treasury Department.
• Assist in executing firm goals on recruiting and client development.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in accounting or related field (required).
• 5–7 years of public accounting tax experience (preferred).
• CPA license (required).
• Experience preparing individual and business tax returns.

Skills

• Excellent interpersonal, oral, and written communication skills.
• Detail-oriented with strong multi-tasking abilities.
• Strong accounting and analytical skills.
• Proficiency in tax software, MS Office, or similar tools.
• Strong supervisory, training, and mentoring skills.
• Demonstrated time management and organizational skills to meet deadlines.
• Self-directed, entrepreneurial work ethic with a focus on client service.

Work Environment

This role is conducted in an office setting, primarily seated while working on a computer. Must occasionally exert up to 20 lbs. of force. Some travel may be required.

Schedule

Typically Monday through Friday, 8 AM–5 PM. Additional hours are required during peak season.