About the role

  • Leading Managing and Holding People Accountable (LMA)
  • Learn and begin applying growth process (participates in assigned RC, pipeline support, COPs, etc.)
  • Supervise the engagement (job) / Ensures QX (technical) standards
  • Takes care of the client (meets deadlines, timely communication)
  • Analytical skills (tax knowledge, monthly accounting reports, investment reports)
  • Gain an understanding and assist in planning multiple tax assignments in various industries
  • Provides proactive and strategic advice on all business and financial matters. Budgets, monitors, and assesses the effective and efficient use of operating, research and reserve funds.
  • Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
  • Compiles work papers and other accounting reports.
  • Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
  • Participate in client assignments from beginning to end
  • Prepares and indexes working papers; performs various procedures to verify accuracy and validity of client’s financial matters
  • Prepares appropriate schedules and reports as requested by clients and managers/partners.

Requirements

  • Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.
  • 4 – 7 years of tax, accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
  • Prior experience in Business Management preferred.
  • Experience with tax research databases such as BNA and RIA
  • Proficient in all tax compliance process software including Access, Prosystems and other tax related software.
  • Datafaction, Agilink and QuickBooks Online is strongly preferred.
  • Ability to operate calculator, computer, and other general office equipment.
  • Knowledge of computerized accounting, but must be able to do a manual set of books.
  • Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization
  • Ability to perform several tasks concurrently with ease and professionalism.
  • Ability to communicate clearly and concisely, verbally and in writing, in English.
  • Must be able to keep client matters strictly confidential.
  • Must have excellent interpersonal skills and customer service skills.

Benefits

  • Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.
  • Flexible work arrangements
  • Progressive time off policy
  • Competitive compensation and benefits package

Job title

Tax Supervisor, Business Management

Job type

Experience level

Mid levelSenior

Salary

$110,000 - $150,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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