Tax Supervisor

About the role

This is a hands-on role for a Tax Supervisor who will serve a broad, generalist base of clients. The role involves preparing and reviewing tax returns, performing clean-up work, supervising junior staff, and fostering client relationships.

Responsibilities

• Prepare and review individual, business, and fiduciary tax returns across a broad range of industries and client types.
• Perform clean-up work for a base of clients, including review of general ledger accounts, correcting client records, and posting adjusting entries.
• Serve as a generalist across the client base, moving between compliance, write-up, and advisory work as client needs require.
• Plan, coordinate, and supervise the phases of assigned engagements and assume responsibility for the end work product.
• Train, mentor, and evaluate junior staff members, providing guidance and support to enhance their professional growth.
• Work directly with clients throughout the engagement, including participation in client meetings, and foster client relationships throughout the year.
• Communicate effectively with clients to understand their needs and deliver exceptional service.
• Maintain the highest technical and professional standards.
• Oversee multiple client engagements across industries, ensuring timely and high-quality deliverables.
• Stay current on industry trends, regulatory changes, and best practices.
• Provide performance feedback and assist in staff evaluations.
• Promote a collaborative and inclusive work environment.

Requirements

• 5+ years of public accounting experience with a generalist tax background.
• Experience in a smaller-firm environment where the role spanned both the books and the return is strongly preferred; a mix of smaller-firm and larger-firm experience is ideal.
• Hands-on proficiency in general ledger, including cleanup work, reconciliations, and adjusting entries is nice to have.
• Bachelor’s in Accounting; CPA Certification preferred.
• Strong knowledge of accounting principles, practices, and tax regulations.
• Excellent leadership, communication, and interpersonal skills.
• Must be a team player as well as be able to supervise junior staff.

Qualifications

• Education: Bachelor’s in Accounting; CPA Certification preferred.

Skills

• Strong knowledge of accounting principles, practices, and tax regulations.
• Excellent leadership, communication, and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Proficiency in Microsoft Office Suite.
• Ability to work effectively with clients and team members.

Benefits

Ascend offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

The annual base salary range for this role is $100,000-120,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Schedule

The position is based in the Worcester office, with candidates in the Boston area also considered. The role is an in-office position and requires hands-on work.