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.

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.

Responsibilities

• 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.
• 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

• 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!

This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $105,000 - $125,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.