Tax Supervisor - Partnerships

Responsibilities 

• Provide detail review and analysis of tax returns 

• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm 

• Interact directly with clients handling questions, planning, concerns, etc. 

• May have people leadership responsibilities 

• Develop, motivate, and train staff level team members. 

• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues 

• Remain up to date on current tax practices and changes in tax law 

• Review research findings and ensure conclusions are consistent with firm policies and professional standard 

• Assist to manage engagement workflow, engagement team resources, and engagement billing

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Minimum Qualifications 

• Bachelor's degree in Accounting or related field from an accredited university 

• Will have completed all educational requirements for CPA licensure eligibility in the state in which you'll reside or completed all requirements to sit for the Bar exam, by start date 

• Minimum of 3 years of experience working in public accounting with emphasis on taxation 

• Experience preparing and reviewing returns with one or more of the following: S Corporation or Partnerships 

• Strong computer skills, including proficiency in Microsoft Excel 

• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards 

• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means 

• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment 

• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment 

• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation 

• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs

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Preferred Qualifications 

• An active accreditation obtained, in process or willing and able to obtain one of the following: CPA, EA, or attorney license 

• Advanced degree (Master’s in Accounting, Taxation, or MBA) 

• Experience with large or national accounting firms 

• Working knowledge of tax code and compliance 

• Familiarity with tax preparation and review processes 

• Focus on M&A, ASC 740, multi-state consolidated C corporations, and advanced tax technology tools 

• Deep partnership taxation expertise, capital account analysis, and complex provisions (704(c), 754)