Tax Supervisor

Job Description

The Tax Supervisor is responsible for overseeing and performing a variety of tax functions, including the preparation and review of individual and trust income tax returns, research and resolution of complex tax issues, and tax planning and compliance. This role requires a strong understanding of tax law, excellent analytical and problem‑solving skills, and the ability to effectively communicate with all levels of the organization.

• Prepare and review trust and individual income tax returns.
• Research/resolve tax issues relating to Federal pass-through entities including partnerships, S‑Corporations and Limited Liability Companies.
• Prepare and review Financial Accounting Statements for Trusts using JD Edwards.
• Competently, efficiently, and accurately research complex tax issues and streamline the same into meaningful, persuasive, and concise work product/advice.
• Identify, research and articulate tax planning and compliance issues, opportunities and recommendations.
• Oversight/coordination of federal, state and city tax audits and tax disputes.
• Utilize computer programs/software including Microsoft Word, Microsoft Excel, Outlook, Pro‑Series Professional, LACERT Trust Software, JD Edwards, and Electronic Document Management.
• Demonstrate excellent analytical skills and clear, concise verbal and written communication skills.

• Competitive health care plan with low deductibles.
• Life and Long‑Term Disability insurance.
• Annual paid time off benefits.
• Comprehensive wellness plan that includes reimbursement for gym memberships.
• Nine paid holidays provided annually.

• 1–3 years Accounting Firm experience with preparation of Federal and State Trust Tax Returns.
• Experience with tax issues relating to real estate development/management and family office investment business.
• Experience with Federal/State tax audits and dispute resolution.
• Excellent time management skills allowing prioritization of projects without significant oversight.
• Willingness to work in a team‑oriented environment at headquarters in the Eastwood Mall Complex in Niles, Ohio.

• Bachelor’s degree in Accounting or equivalent.
• CPA License preferred.

It is the policy of the Company to provide Equal Employment Opportunity to all employees and job applicants. The employment practices of the Company are conducted without regard to race, creed, color, national origin, disability, sex (except where sex is a bona fide occupational qualification as specified under the Equal Employment Opportunity Act of 1972), religion or age.