Tax Supervisor - Private Client Services (50261)

Responsibilities

• Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities
• Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies
• Perform tax research to resolve issues
• Takes an active approach to building network (internal and external) and participates in Firm business development opportunities

Qualifications

• Bachelor’s degree required; master’s in taxation preferred
• 5+ years of professional experience, preferably in a mid-size public accounting firm
• CPA preferred
• Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation
• Excellent written and verbal communication skills
• Demonstrate strong client services skills
• Be highly motivated and able to work individually and in team settings
• Outstanding analytical, organizational and project management skills
• Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus