Position Purpose

The Tax Supervisor is responsible for contributing to the achievement of our tax department objectives. This is a transitioning role where you will begin to oversee the engagement and act in a managing role, while still being involved throughout the preparation and planning process.

Position Responsibilities

The primary responsibilities of the Tax Supervisor are:


  • Is a positive role model by setting an example of integrity, initiative, fairness, respect for others, professionalism, and balance between personal and         professional responsibility
  • Upholds and demonstrates the firm values, including providing a work environment that promotes respect and teamwork
  • Ensures firm policies, procedures and service methodologies are followed and reinforces firm and departmental decisions
  • Takes initiative in the development of own career
  • Begins to participates in assigned functions outlined in the departmental roles grid as applicable, defined by the Tax Director
  • Participates in all meetings, including weekly tax department meetings
  • Begins to develop and lead in-house training sessions


  • Adheres to the firm’s financial reporting, billing and collection processes timely
  • Begins to understand practice management toward growth and profitability
  • Assists in monitoring staff efficiencies and chargeability

Human Resources

  • Mentors and manages assigned staff, assisting them with goal setting, developing their technical and client service skills, and enforcing accountability mechanisms
  • Ensures assigned staff attend required and relevant training as scheduled
  • Coach subordinate employees on firm policies and procedures as needed
  • Serves as a technical resource for subordinate employees and promotes their understanding of technical issues
  • Appropriately escalates employee related matters in a timely manner
  • Participates in the performance evaluation process
  • Participates in recruitment activities and training of new staff as requested

Business Development

  • Continues to generate client referrals and develop professional networking relationships.
  • Begins to build contacts with business peers and becomes involved in networking activities and professional organizations to cultivate referrals
  • Obtains a more thorough knowledge of the client’s business and begins to identify other services to best support the client’s needs
  • Represents the firm at key community events, firm functions, and other activities

Technical and Client Management

  • Demonstrates understanding of general economic, business, and regulatory factors affecting the client industries and our profession
  • Maintains current knowledge of professional standards, emerging laws and regulations, and corporate governance requirements
  • Begins to discuss technical issues and their business implications with the client
  • Is responsive to client needs and maintains good working relationships with client personnel
  • Demonstrates sound planning skills and administrative routines so that engagements run smoothly
  • Communicates the engagement status with engagement partner or the client and their advisors as directed on a timely and ongoing basis
  • Manages the planning, administration, conclusion, and budget of assigned client engagements
  • Is proficient with tax processes and responds to questions related to the assignments
  • Begins to identify and brings to the partner’s attention potential high-risk or budgetary engagement issues
  • Continues to develop excellent research skills and correspondence
  • Attends Continuing Professional Education training as scheduled

     Risk Management

  • Ensures work products meet the standards established by White, Nelson & Co., the AICPA and other governing bodies


  • Complies with all firm policies and procedures, and position responsibilities listed above
  • Represents self and firm in a professional manner in conduct and appearance
  • Works a minimum total hours and billable hours as established by Department Director
  • Begins to identify a particular area of practice in an industry or other specialized field to develop an expertise
  • Maintains active CPA license

      Education and Skills

The skills and education required for this position are:

  • Bachelor’s degree
  • Active CPA license
  • Minimum of 4 + years of public accounting experience
  • Strong written and verbal communication skills
  • Strong research skills and the ability to multi-task
  • Strong understanding, comprehension and ability to articulate tax and accounting concepts
  • Excellent leadership, project management and team building skills

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