Tax Supervisor

3 days ago


San Diego, California, United States Hutchinson & Bloodgood LLP Full time
Job Summary

The Supervisor (Tax) - Trust & Estate will support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes. This role will assist in projects as required by Managers, Directors, and Partners, meeting client needs and concerns while promoting teamwork and working as a team member. The successful candidate will prepare correspondence accurately and in a timely manner.

Key Responsibilities
  • Assumes substantial responsibility for compiled, reviewed or audit and tax engagements.
  • Possesses critical thinking for problem solving and effectively communicates solutions to problems.
  • Provides meaningful recommendations for clients, if applicable.
  • Stays current on accounting and tax law matters.
Client Relationship Management
  • Provides meaningful recommendations for clients, if applicable.
  • Drafts clear written documentation.
  • Provides a high level of professional service and quality.
  • Addresses any and all concerns of clients in a timely manner.
  • Utilizes firm resources in providing "full service" to our clients.
  • Participates in networking functions.
Supervisory Functions
  • Delegates assignments and monitors progress of work.
  • Reviews work of associates and senior associates.
  • Provides feedback and direction.
  • Motivates the team to maintain high standards of productivity and quality.
  • Provides on-the-job training to ensure high level of skills of the team.
  • Problem solves any issues with productivity or skill.
  • Provides onboarding functions for new associates to ensure knowledge and skills are developed.
  • Alerts manager about any infraction of a standard of conduct or performance issue and ensures a high level of staff morale and productivity.
Administrative Tasks
  • Works independently with a minimum of supervision.
  • Follows all policies and procedures established by firm.
  • Enters time daily to ensure current and accurate tracking of hours.
  • Assigns hours to each client to ensure accurate billing.
  • Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).
Requirements
  • Minimum Education required: Bachelor's degree.
  • CPA Certification required.
  • Must possess and maintain a valid driver's license to travel to client locations.
  • Minimum Experience required: 4+ years of experience in public accounting.
What We Offer
  • Competitive compensation.
  • Unlimited PTO for qualified employees.
  • Generous health and welfare benefits.
  • Focus on work/life balance.
  • Flexible schedules.
  • Opportunity to work with a friendly and supportive team.
  • Strong mentoring program with a focus on the success of each team member.

The compensation for this position ranges from $79,000 - $115,000. Actual compensation will be dependent upon the individual's qualifications, experience, skills, licensure, and certifications.


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