Tax Supervisor

Job Description

Job Description

Description :

Compensation : $70,000 - $90,000.00 per year

Primary Responsibilities : A Tax Supervisor is an experienced professional who is responsible for preparing tax returns and related tax forms for the company's more complex clients while continuing to build upon their experience with reviewing tax returns.

Essential Duties :

• Accurately completes tax returns, related tax forms, projections, and transmittals for complex individuals, trusts, and businesses.
• Prepares workpapers to support the amounts and responses on the tax return, which entails :
• Gathering necessary documents and information to prepare the tax forms;
• Organizing the documents;
• Determining tax treatment of the transactions;
• Documenting calculations, analysis, and tax treatment of transactions; and
• Identifying missing information and assisting to obtain the information.
• Tracks, prioritizes, and communicates the status of multiple projects to ensure due dates are met.
• Promptly addresses comments from the reviewer.
• Reviews tax returns, related tax forms, projections, workpapers, and transmittals for individuals, trusts, and businesses, which includes :
• Providing feedback on the preparer's work and ensuring that the work is accurate and complete.
• Communicates directly with the client to obtain information to complete the tax return and address questions as they arise.
• Fosters a work environment open to questions and discussion.
• Analyzes the financial situation of the client and makes recommendations to help the client manage their tax liabilities and to ensure the client complies with tax laws and regulations while keeping the client’s goals in mind.
• Identifies technical tax issues, researches options to resolve the issue, and presents the issue with solutions to the reviewer and / or tax return signer.
• Develops and maintains working relationships with clients.
• Trains associates on software, policies, and procedures to ensure that they perform their work in accordance with professional standards and guidelines.
• Assists with department-wide training on tax-related topics.
• Participates in the performance evaluation of Tax Senior Associates, Tax Associates, and Tax Services Administrative team.
• Maintains a strong understanding of current and upcoming tax regulations.
• Applies new tax laws to engagements.
• Finishes special projects as assigned by management.
• Develops, coordinates, and enforces the company's systems, policies, procedures, and productivity standards.
• Ensures a safe, secure, and legal work environment.
• Maintains quality service by enforcing quality and client service standards, analyzing and resolving quality and client service problems, and recommending system improvements.
• Perform other related duties as required or assigned.

Working Conditions : Indoors. Air-conditioned office. Remote work available.

Work Hours :

Requirements :

Mental, Physical and Communication Demands :

Minimum Qualification Requirements :

Preferred Qualifications :

CW Associates, CPAs is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. Our Firm does not unlawfully discriminate on the basis of race, color, religion, ethnicity, ancestry, national origin, citizenship, veteran or military status, sex (including gender identity or expression), sexual orientation, reproductive health decision, pregnancy (including childbirth or related conditions and lactation / breastfeeding), marital status, age, physical or mental disability, genetic information, arrest and court record, credit history or credit report, status as a domestic or sexual violence victim, or any other basis protected by federal, state or local laws, regulations, and / or any executive order, except as allowed by law. If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact (808) 531-1040.