Tax Supervisor

About the role

Handles full tax compliance – including the preparation and review of federal, multi-state, California and local returns — for income, sales, payroll and property taxes for business, individual and fiduciary clients.
Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.

Responsibilities

• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Requirements

• Minimum of 4 years of tax accounting experience with individual and business tax returns.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Working towards becoming a CPA if not already licensed.
• Consultative/Advising Experience within Public Accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.

What We Offer

• Great benefits, a competitive salary and a focus on mentorship and career advancement.
• Flexible PTO, Excellent Voluntary Insurance Options, 401(k) Matching, Discretionary Bonus.
• Commitment to Professional Development, including a CPA bonus for employees obtaining their CPA license.
• Meaningful work that makes a difference in our clients' lives.

How To Apply

Submit your information in the application section directly below!