Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.
The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries . This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies.
Responsibilities
Tax Compliance
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies
- Conducts top level review of T / R and resolves all tax issues with client; involves specialists where appropriate
- Communicates with clients and Assurance any issues identified in tax accrual reviews
- Plans and reviews the tax process and the procedures to be performed to include :
- Budgeting and staffing
- Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
- Timely billing including management of identified out-of-scope activity and communication to client
- Timely collection of A / R
- Manages client relationships / expectations in accordance with the project
- Provides advice to clients in a timely manner
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysisApplies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returnsASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding themExplains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery datesUtilizes and manages STS (specialized tax services), as neededTax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxesConsiders the applicability of CTS (core tax services) and STS consulting specialties for each clientDevelops and implements a work plan to include / organize the STS assistance on ongoing projects from clientServes as a technical resourceEnsures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)Provides effective assistance with exam supportFrames projects and issues for effective delegation to seniors and associatesTax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefitsMay be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialistsStrategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefitsReviews studies of tax implications and offers clients alternative courses of actionIdentifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methodsSupervisory Responsibilities
Supervises associates, senior associates and supervisors on all projectsReviews work prepared by associates, senior associates and supervisors and provide review commentsTrains Associates, Seniors and Supervisors how to use all current software toolsActs as a Career Advisor to associates, senior associates and supervisorsSchedules and manages workload of associates, senior associates and supervisorsProvides verbal and written performance feedback to associates, senior associates and supervisorsRequirements
Superior verbal and written communication skillsAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapacity to work well in a team environmentCapable of developing and managing a team of tax professionalsAbility to compose written tax adviceCapable of effectively developing and maintaining client relationshipsPursue new business leads and build and maintain strong relationships with centers of influenceExecutive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clientsEducation
Bachelors degree in Accounting or other relevant field requiredMasters degree in Accounting beneficial, masters degree in taxation beneficialExperience
4 to 5 years of prior experience in taxationPrior supervisory experienceLicense / Certifications
CPA or EA certificationBenefits
Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k)Life Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation, Sick & Public Holidays)Family Leave (Maternity, Paternity)Short Term & Long Term DisabilityTraining & Development'Work From Anywhere' optionWellness ResourcesFour (4) weeks PTOTwelve (12) paid holidays, of which three (3) are floating holidays