Family Wealth Services Tax Supervisor

Family Wealth Services Tax Supervisor

A Supervisor of both tax and accounting & auditing will be responsible for planning, supervising and completion of multiple client engagements and provides a finished, complete work product for overview by Managers and Principals. A Supervisor works directly with clients and clients' accounting personnel and has become the primary point of contact for clients. A Supervisor will be involved with the billing process and will supervise and train multiple lower level accountants.

A Supervisor should be a sound generalist in all accounting and tax matters but has focused on an area of specialty or niche—preferably fiduciary, gift, and estate tax work—and continues to develop technical expertise pertinent to the practice.

Essential Functions:

• Produces accurate and well-organized work products, appropriate for the role, and conducts thorough self-reviews to ensure quality and completeness.
• Applies relevant accounting principles and tax laws, including fiduciary, gift, and estate matters, while maintaining current knowledge of regulations, processes, and procedures.
• Utilizes KWC technology systems efficiently; adopts new applications and processes; and resolves technical issues as needed.
• Completes work within established budgets and deadlines; documents and communicates reasons for any variances.
• Demonstrates leadership by supervising, training, and reviewing the work of staff; provides timely feedback and monitors engagement progress.
• Promotes team success, fosters collaboration, and builds strong working relationships while actively supporting team objectives and initiatives.
• Maintains the highest professional standards, demonstrating integrity and excellence while building client trust and supporting a culture of continuous improvement.
• Demonstrates critical thinking by understanding KWC methods and practices; identifies root causes of issues; and evaluates, tests, and improves processes and solutions
• Prepares client correspondence and communicates effectively, professionally, and in a timely manner with clients and team members.
• Makes informed decisions to enhance productivity and profitability; identifies opportunities to improve efficiency; and takes initiative without requiring direction.
• Performs other tasks as assigned.

Supervisory Responsibilities:

• Staff Level I, II and III and Senior Accountant
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm's policies.

Note:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum requirements:

• Bachelor's degree in Accounting or Accounting certificate.
• 5 - 7 years of tax experience, with a strong focus on fiduciary, gift, and estate-related work.
• An understanding of the basic principles of accounting.

Other Skills / Abilities:

• Excellent oral and written communication skills.
• Proven ability to handle multiple projects simultaneously.
• Strong understanding of US tax regulations.
• Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each.
• Ability to prioritize daily tasks and meet timely obligations with many clients.
• Knowledge of accounting processes and advanced mathematical skills.
• Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns.
• Skilled using various accounting software and experience in troubleshooting common accounting program problems.
• Personal integrity when working with personal and sensitive financial information.
• Professional experience in financial forecasting and risk analysis.
• Ability to work independently and demonstrate ownership of work product.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
• Occasional lifting of boxes and/or paperwork up to 25 pounds.

Note:

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.