Tax Supervisor

About the role

The Tax Supervisor role at Agresta, Storms & O’Leary, PC (ASO) bridges the Senior Associate and Manager levels. Primary responsibilities include reviewing the work of Associates and Senior Associates, running smaller engagements end-to-end, and serving as a key technical and client resource.

Responsibilities

• Review tax returns prepared by Associates and Senior Associates across individual, corporate, partnership, trust, and nonprofit engagements
• Run smaller tax engagements end-to-end, including scoping, scheduling, execution, and client communication
• Serve as a primary day-to-day client contact on assigned engagements, building trusted relationships and resolving most technical questions directly
• Identify and research moderate to complex tax issues, including planning opportunities and exposure areas, and prepare clear written analysis
• Provide direct supervision, coaching, and real-time feedback to 2–4 staff members, helping accelerate their technical and professional growth
• Partner with Managers and Partners on engagement planning, budgeting, and risk assessment
• Stay current on federal and state legislative changes and assess their impact on client engagements
• Contribute to process improvement, technology adoption, and quality initiatives within the tax practice
• Support business development efforts as appropriate, including identifying expanded service opportunities within the existing client base

Requirements

• Active CPA license
• 5–7 years of progressive public accounting experience with a broad tax background
• Strong technical knowledge across individual, corporate, partnership, trust, and nonprofit tax
• Demonstrated experience reviewing the work of less experienced staff and providing developmental feedback
• Excellent client-facing communication skills and the judgment to know when to escalate to a Manager or Partner
• Track record of managing multiple concurrent engagements and meeting deadlines without sacrificing quality
• Prior experience at a firm of meaningful scale and complexity

Qualifications

• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Demonstrated readiness to take on increasing supervisory and client management responsibility
• Familiarity with advisory services beyond compliance work

Skills

Not specified

Benefits

Real progression path toward Manager and Senior Manager roles, with active investment from firm leadership in your development

Real ownership of engagements and client relationships rather than narrow technical specialization

Direct exposure to firm leadership and meaningful input into how the practice grows and operates

A trust-based, output-driven culture where leadership measures results, not keystrokes

Competitive PTO package plus holidays, with additional time off negotiable outside of busy season

Health and dental insurance

Employer 401(k) match

Performance-based bonus opportunity

A collaborative, family-friendly environment that values work-life balance without sacrificing professional standards

Pay

Compensation is commensurate with experience, qualifications, and the value the candidate brings to the practice. The firm offers a competitive base salary, performance-based bonus structure, employer 401(k) match, and comprehensive benefits.

Schedule

Expected hours include a 50 to 60-hour work week during busy season, with a flexible schedule during the offseason.