Tax Supervisor

Overview

Love public accounting but want a role with lots of personalized flexibility? Pearl Accounting offers significant scheduling flexibility as long as deadlines are met. This is a chance to join a growing firm with a client base across multiple states and a focus on work-life balance.

We are looking for a tax supervisor interested in fostering client relationships and developing a long-term career where you are the primary contact for a group of clients. The firm is open to considering a seasoned senior tax associate or a tax manager for this new position.

Immediate responsibilities include:

• Prompt responses to clients with questions about tax, accounting, and payroll
• Scan and organize tax return supporting work papers
• Prepare individual, partnership, and S corporation tax returns
• Review tax return preparation by interns or entry-level staff
• Client follow-up for missing items
• Self-review for technical accuracy
• Assist with year-end tax planning
• Accurately track and record time spent on projects
• Assist with preparation of W-2s and 1099s
• Review bookkeeping
• Assist with bookkeeping and payroll onboarding for new clients
• Perform advanced bookkeeping and payroll functions when needed
• Administrative tasks as assigned

Responsibilities as you grow into this role:

• Meet clients to discuss their tax information at the beginning of tax season
• Meet with clients to review their tax returns after they are prepared
• Sign tax returns
• Perform year-end tax planning sessions

Technical Requirements:

• Previous tax return preparation experience required
• Previous client relationship management experience a plus but not required
• Degree in Accounting or Finance
• CPA credentials obtained or in process
• Proficient in MS Excel and Word
• Experience with CCH tax products (Prosystems fx or Axcess) preferred but not required
• Experience with Quick Books Online preferred

Required Skills:

• Care about doing what’s best for the client
• Responsive to client communications
• Ability to manage and appropriately prioritize multiple tasks
• Clear communication about workload, capacity, and when tasks will be completed
• Ensure deadlines are met
• Strong attention to detail and good analytical skills
• Ability to perform work accurately and efficiently
• Ability to work independently with minimal supervision

• This is a full-time salaried position, with hour-for-hour comp time for any hours worked over 40 per week during tax season
• Significant hour flexibility allowed as long as deadlines are met. Options include standard M-F 8-5, shift hours to accommodate family schedules, four-day weeks for three-day weekends, or a school-schedule with summers and holidays off
• Partial work-from-home opportunities after an initial training period, with some in-office time required due to client interactions
• Paid Time Off accruing and usable immediately upon hiring
• Paid Holidays
• Commissions for bringing in new clients (not a job requirement, just a bonus opportunity)
• 401(k) plan with employer match
• Health, dental, vision, AFLAC, and short-term disability plans
• Internal growth opportunities as the firm grows

We value our employees and respect their time by offering flexible scheduling and work-from-home options customized to personal needs. Our mission is to provide an extraordinary experience for clients through technical accuracy, timely work, strategic planning, and exceptional service. Our vision emphasizes growth through outstanding client service and referrals.