Tax Supervisor

SUMMARY OF POSITION

Experience in corporate tax and working with closely held businesses and high net worth individuals is a must. The tax department is responsible for assisting clients with organizing their business and personal activities in such a way as to minimize their tax obligations to the fullest extent allowed. The tax department also helps clients comply with all federal, state, and local tax filing obligations consistent with their tax minimization plans.

PRIMARY DUTIES AND RESPONSIBILITIES

1. All actions necessary to service clients in a timely and effective manner.

2. Assume full responsibility for an engagement, including preparation

3. Assume substantial client contact, where applicable.

4. Review and provide guidance on complex jobs.

5. Train, teach, and develop staff and mentees in accordance with firm policies and procedures.

6. Obtain sufficient knowledge in your area of expertise for the Firm and develop recognition by outside associates and business relations.

7. Continue to act as the client executive on several accounts. This entails handling most or all executive contact, such as running client meetings instead of just attending or participating.

8. Pursue practice development through new clients and/or expanded services for existing ones.

9. Develop a leadership role by representing the Firm in professional, community, and service organizations.

10. Assume various administrative functions such as billings and participating in firm committees.

11. Display complete ownership of work product.

12. Partnership experience a requirement

13. Meet deadlines and budgets as per engagement

14. Maintain appropriate licensing if applicable.

15. Other duties as deemed necessary

Active CPA or EA preferred