Tax Supervisor

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

Roles and Responsibilities

Technical Expertise and Work Quality
• Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry
specialization.
• Continue to improve research skills and ability to document findings and conclusions clearly.
• Continually strive to improve competency with various software programs critical to job performance.
• Identify technical areas of interest and discuss development of specialization with circle leaders.
• Effectively communicate with all team members, circle leaders, and clients.
• Be capable of drafting documentation/correspondence on a variety of often complex subject matter.
• Develop workpapers and return detail review skills through review of work products prepared by Associates.
• Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated
through in-charge employees.
• Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol.
• Clear any review comments as directed by in-charge employees.

Client Management and Service
• Maintain the complete confidentiality of firm and client information.
• Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to
meet client expectations and deadlines.
• Present yourself and your work product to clients and co-workers in a professional manner.
• Demonstrate working knowledge of clients’ business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process.
• Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they
develop.
• Develop and maintain strong, positive client relationships through timely communication during the engagement
as well as periodic communication throughout the year.
• A commitment to respond to clients within 24 hours.
• Maintain daily time entry for accurate reporting firm wide.

Business Development
• Recognize that practice expansion comes from existing clients as well as potential clients.
• Actively develop own referral network, recognizing that every interpersonal encounter may provide a business
development opportunity.
• Participate in civic/professional organizations, as well as YHB marketing activities.
• Continue to gain an understanding of service capabilities.
• Develop a network of contacts and seek ways to increase firm visibility.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB
newsletters, etc.

Personal Participation and Professional Development
• Assume responsibility for career growth by preparing personal development plans, tracking personal marketing
activities, new business generation, identification of continuing education strategies, etc.
• Accept constructive input from and offer constructive feedback to Managers and Principals.
• Honestly assess own performance upon completion of engagements or assignments.
• Solicit overall performance feedback on assigned areas from in-charge employees.
• Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to
undertake and will help enhance your career and knowledge.
• Gain understanding of department goals and responsibilities.
• Take responsibility for attaining chargeable hour requirements.
• Participate in industry meetings and seminars.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of
exposure for YHB.
• Understanding the role of Manager and working to expand roles and responsibilities to that level.
• Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be
required.

Leading and Developing Others
• Provide Associates with the framework to complete assignments based on experience levels.
• Develop ability to communicate review comments professionally while providing feedback, which will assist in the
development of the person whose work was reviewed.
• Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying
opportunities to assist in course material preparation and/or instruction of in-house courses.
• Offer constructive feedback to Associates.
• Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and
approachable to the feelings and perspectives of others.
• Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with
co-workers and in-charge employees.
• Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes
of helpfulness, a focus on team success, and the consideration of the ideas of others.

Required Education and Experience:
• Bachelor’s degree in accounting or relevant field required.
• Requirements to achieve the CPA certification and/or other certifications of similar standing as approved for
development.
• Possesses a high level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures
• Enthusiastic and self-motivated
• Demonstrated time and work management skills necessary to manage a complex workload.
This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the
group/department may be required in addition to changes in the emphasis of duties as required from time to time.

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