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:
Leadership
- 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
Financial
- 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
Expectations
- 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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