Supervisor for Tax Preparation & Consulting

Summary :

The Tax Supervisor is responsible for working collaboratively with clients, partners, and staff to provide comprehensive tax advisory and compliance services. They are also responsible for the training and supervision of junior staff.

With oversight and direction of the Managers or Partners, this position is responsible for the review and job management functions of tax engagements, including compliance, planning, and research. Will maintain total confidentiality and discretion; and will establish strong relationships with clients, executives, and other key stakeholders. Will assume full responsibilities for directing engagements and special assignments and will support and offer assistance to Managers and Partners.

Possess an ability to communicate complex tax rules patiently and positively. Be self-driven with a proven track record in meeting deadlines and working collaboratively with others.

Essential Duties and Responsibilities :

• Responsible to prepare all tax compliance, help with audits, and respond to tax letters.
• Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections.
• Effectively leverage available technology and other resources on projects to maximize technical application and holds the engagement team to the same standard.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with clients to understand the broader impact of current decisions and possible solutions.
• Manage client engagement and technical knowledge in individual taxation, and understating of trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits.
• Develop and execute a business development plan which includes networking, new client development, client expansion activities, and client satisfaction.
• Preparing and reviewing complex tax returns; overall project management responsibility.
• Researching complex tax matters and keeping current on law and industry changes.
• Identifying tax problems and developing solutions.
• Representing clients regarding tax notices and tax audits.
• Monitoring developments in tax legislation.
• Prepares internal memoranda, written correspondence / guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
• Assists in executing firm goals on recruiting and client development.
• Other duties as assigned.

Minimum Qualifications :

Education and Experience :

Physical / Mental / Visual Demands and Work Environment :

Work Schedule :

The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. The Firm hereby expressly reserves the right to modify any or all job descriptions as it becomes necessary or appropriate.