Tax Supervisor or Manager for our Family Office Team

Tax Supervisor or Manager – Family Office

Start Date After April 15th Deadline

While in-person and hybrid workplace (1 day per week minimum) is preferred, we will consider qualified remote applicants.

Rose, Snyder & Jacobs LLP is seeking a Tax Supervisor or Manager for our Family Office Team with 4-7+ years of experience in public accounting. Successful candidates will have strong experience with multi-state partnerships, S-Corps, trusts, and individual tax return preparation and review.
Multi-state experience is required. CPA or EA license is required for Managers.

Rose, Snyder & Jacobs is an independently-owned, full-service, transdisciplinary tax and accounting firm. We have three divisions – Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. While we are proactive and work hard for our clients, we also value a work/life balance. Make sure to check out our excellent benefits listed at the end of this advertisement.

We are very proud to offer some incredible perks to show our appreciation for our team.

You are a personable professional committed to a career in public accounting. You have experience in family office tax work, including preparing and reviewing multi-state partnership, S-Corp, and individual returns. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline. You take pride in providing stellar customer service to your clients and collaborating with your colleagues.

You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box. You are often praised for your excellent judgement and curiosity – knowing when to take the initiative, when to ask for direction from team members; and a passion to dig deeper to find solutions. You can prepare complex returns and conduct a review of S-Corp returns involving R&D and capitalization.

Most importantly, you are a team-oriented, flexible thinker who puts clients and the team first. Manager candidates must have their CPA or EA license. Supervisors must show evidence that they are pursuing their license.

Prepare, review, and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns and separate activity schedules;

Maintain accurate and updated documentation of tax preparation work;

Stay up-to-date on tax codes, laws, and regulations and provide updates to associates on your team;

Keep managers apprised on status of projects and deadlines;

Supervise associates, senior associates, and staff;

Actively participate in client meetings and discussions;

Assist with responses to IRS and state tax notices including speaking with the IRS (or other state tax agencies);

Conduct research on tax matters and provide advice to clients; and

Contribute as a member of one of our tax department committees

Bachelor’s Degree in Business, Accounting, or Finance

4-7 + years of public accounting firm experience

Demonstrated experience with pass-through returns

CPA/EA (required for managers), or in process of obtaining a CPA/EA

Ability to work overtime during busy season

Knowledge of Prosystems or CCH Axcess Tax and Engagement Trial Balance software

Knowledge of XCM Tracking Systems

Proficient with Microsoft Office (Word, Excel, Access, Outlook)

We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You’ll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.

Salary Range: $110k-$125k for Supervisors; $125k-$160k for Managers (commensurate with experience and expertise); bonus eligible

Health Insurance:
1) Medical Insurance - $85/month for employee only (additional cost for covering dependents),
2) Dental Insurance,
3) Vision Insurance

Health Savings Account (firm contributes $1300 annually – accrues…