Tax Supervisor

• As a Tax Supervisor, you will oversee the day-to-day workflow and client-facing activities of the tax compliance team.
• You will be responsible for reviewing complex tax returns; primarily individual returns, along with S Corporation and Partnership engagements; ensuring accuracy, completeness, and compliance with applicable regulations.
• In this role, you will manage relationships with assigned clients, serving as a primary point of contact and trusted advisor.
• You will also take on a return-signing responsibility, bringing strong technical expertise in tax law, excellent interpersonal skills, and the ability to effectively manage deadlines in a fast-paced environment.
• Perform final preparation and review of complex federal, state, and local tax returns (individual, corporate, S corporation, and partnership), ensuring accuracy and compliance with tax laws and firm standards.
• Communicate tax results, implications, and planning strategies clearly and effectively with clients.
• Manage workflow across assigned tax engagements, ensuring deadlines are met and deliverables are completed efficiently, particularly during peak seasons.
• Coordinate resources and prioritize tasks to support timely and high-quality client service.
• Serve as a technical resource on complex tax matters.
• Conduct and oversee tax research, documenting conclusions and recommendations for internal and client-facing use.
• Supervise, mentor, and develop staff and senior accountants, providing guidance, feedback, and support for professional growth.
• Promote adherence to firm standards, best practices, and quality expectations.
• Oversee quarterly and annual tax provision calculations, ensuring accurate financial reporting and related disclosures.
• Identify and implement opportunities to improve tax processes, workflows, and technology utilization.

• A Bachelor's degree in Accounting, Finance, or a related field is required.
• A CPA certification is preferred or in progress/actively pursuing or Enrolled Agent status required.
• A Master's in Taxation (Mtax) is a plus.
• A minimum of 4-6 years of progressive tax accounting experience, with at least 1-2 years in a supervisory, senior, or team lead capacity.
• Must have managed client engagements and signed tax returns in the past.
• Strong proficiency with tax preparation software (e.g., Drake, CCH Axcess, Ultra Tax, GoSystem) and tax research platforms.
• Advanced Excel skills are essential.
• Proven ability to lead, delegate tasks, and provide effective guidance to junior staff.
• Superior analytical ability and critical-thinking skills to interpret complex tax codes and resolve challenging tax scenarios.
• Excellent written and verbal communication skills for managing a team and interacting with managers, clients, or tax authorities.

Demonstrates expertise in tax compliance and preparation, with a strong focus on managing client relationships and ensuring adherence to tax laws and regulations. Proven ability to lead and mentor a team while delivering high-quality service in a fast-paced environment.

• Tax Compliance Management
• Client Engagement Management
• Tax Preparation Software Proficiency
• CPA Certification or Enrolled Agent Status
• Team Leadership and Development

• Tax Return Preparation
• Tax Research
• Federal Tax Compliance
• State Tax Compliance
• Local Tax Compliance
• Analytical Skills
• Critical Thinking
• Advanced Excel Skills
• Workflow Management
• Tax Provision Calculations

• Interpersonal Skills
• Communication Skills
• Mentoring
• Delegation
• Problem-Solving

• CPA Certification
• Enrolled Agent Status
• Master's in Taxation (Mtax)

• Tax Compliance
• Tax Law
• Client Service
• Tax Codes
• Tax Processes

• Drake
• CCH Axcess
• Ultra Tax
• Go System
• Tax Research Platforms