Tax Supervisor

This role is responsible to supervise the day-to-day activities and staff in the Retail Financial Services area to include, but not limited to, preparation/review of various tax returns, estimates and financial statements while acting as a financial advisor to multiple retail businesses.

Tax Supervisor Responsibilities:

• Responsible to supervise the day-to-day activities and staff of the assigned area creating accountability by clearly communicating work standards, goals, and objectives.

• Review and/or prepare corporate, partnership, limited liability, trust, gift, and individual tax returns for clients.

• Review and/or prepare quarterly tax estimated payments.

• Ensure client financial statements are prepared in accordance with department standards.

• Present financial statements and various other financial reports to clients.

• Provide training and support to team to ensure quality performance in processing along with proper customer response and satisfaction.

• Analyze accounting processes and issues; make recommendations for improvements in processes and transactional workflow as appropriate.

• Act as a resource to staff in troubleshooting complex issues; notifies and/or escalates issue to management as appropriate.

• Maintain current knowledge of tax regulations, industry trends and best accounting practices; make recommendations to improve current programs and processes and to ensure company compliance.

• Responsible for department supervision including staffing, training, performance management and career development of associates, and developing and monitoring department goals.

• Additional responsibilities may be assigned as needed.

Tax Supervisor Requirements:

• Bachelor’s Degree (Required) in accounting, taxation or other related field.

• Certified Public Accountant (CPA) license.

• 3-6 years in tax and general accounting experience. Prior experience in a supervisor or leadership role is a plus.

• Experience reviewing and/or preparing corporate, partnership, trust and individual tax returns.

• Excellent written and verbal communication skills.

• Strong organizational, reasoning, and decision-making skills, attention to detail and ability to multi-task and prioritize assignments.

• Ability to provide work direction and training to direct reports.

• Advanced knowledge of MS Office (Word and Excel).
  
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