Tax Supervisor

About the role

As a Tax Supervisor at Lucas Horsfall, you will manage all phases of business (1120, 1120S, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform preparation and technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters.

Responsibilities

• Perform initial review of tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value-added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• EFFECTIVELY manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.

Requirements

• Bachelor's degree in accounting, finance, or related field.
• 5+ years of tax prep & review experience.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Strong background in individual taxation.
• Licensed CPA or working towards becoming a licensed CPA.
• Consultative/Advising Experience.
• Knowledge of CCH Axcess Tax and Lacerte.

Benefits

• Great benefits.
• Competitive salary.
• Tuition reimbursement for advanced education.

What We Offer

We offer a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Flexible PTO, Excellent Voluntary Insurance Options, 401(k) Matching, Discretionary Bonus, Commitment to Professional Development, and Meaningful work that makes a difference in our clients' lives.

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.