Tax Supervisor | Private Client Services; PCS

Position: Tax Supervisor | Private Client Services (PCS)
#LI-AG1 #LI-Hybrid

Essential Functions and Primary Duties

* Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required

* Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunities of client engagements

* Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed

* Achieve charge hour goals

* Review associates' tax work: provide constructive review points

* May supervise Associate's on engagements

* Train and mentor associate staff

* May be involved in the client billing process by assisting Managers or Directors

* Identify and begin to develop knowledge in selected specialty practice

* Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements

* Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements

* Execute administrative duties as assigned

* Additional responsibilities as assigned

Minimum Qualifications

* Bachelor's degree required;
Master's degree preferred in Accounting, Taxation or related field preferred

* At least 3 years of experience in public accounting or related field

* 1 year supervisory experience preferred

* CPA candidates preferred

* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

* Proficient use of applicable technology

* Must be able to travel based on client and business needs