Tax Supervisor

Tax Supervisor

Responsibilities

• Supervise the day-to-day activities and staff in the Retail Financial Services area.
• Create accountability by clearly communicating work standards, goals, and objectives.
• Review and/or prepare corporate, partnership, limited liability, trust, gift, and individual tax returns for clients.
• Review and/or prepare quarterly tax estimated payments.
• Ensure client financial statements are prepared in accordance with department standards.
• Present financial statements and various other financial reports to clients.
• Provide training and support to team to ensure quality performance in processing along with proper customer response and satisfaction.
• Analyze accounting processes and issues; make recommendations for improvements in processes and transactional workflow as appropriate.
• Act as a resource to staff in troubleshooting complex issues; notifies and/or escalates issue to management as appropriate.
• Maintain current knowledge of tax regulations, industry trends and best accounting practices; make recommendations to improve current programs and processes and to ensure company compliance.
• Responsible for department supervision including staffing, training, performance management and career development of associates, and developing and monitoring department goals.

Requirements

• Bachelor’s Degree (Required) in accounting, taxation or other related field.
• Certified Public Accountant (CPA) license.
• 3-6 years in tax and general accounting experience.
• Prior experience in a supervisor or leadership role is a plus.
• Experience reviewing and/or preparing corporate, partnership, trust and individual tax returns.
• Excellent written and verbal communication skills.
• Strong organizational, reasoning, and decision-making skills, attention to detail and ability to multi-task and prioritize assignments.
• Ability to provide work direction and training to direct reports.
• Advanced knowledge of MS Office (Word and Excel).