Tax Supervisor

Job Category: Experienced Professionals
Job Type: Full Time
Job Location: Carlsbad, CA & Irvine, CA
Department: Tax

Position Overview

The tax supervisor is a transitioning role in management where you will begin to oversee the engagement and act in a managing role while still being involved throughout the engagement process. This position runs larger, more complex engagements while supervising staff and managing workloads effectively. The tax supervisor works collaboratively with peers and partners to contribute to the overall achievement of our tax department objectives while identifying tax planning opportunities and conducting detailed reviews on all returns.


  • Prepare and/or review tax returns for individuals, corporations, partnerships and trusts, and other miscellaneous tax and information returns.
  • Provide high quality consultative service to clients that meets and/or exceeds client expectations.
  • Research, develop and document complicated taxation issues.
  • Discuss and consult on technical issues and their business implications with clients; and identify tax planning opportunities.
  • Resolve client service issues in a timely and acceptable manner and escalate as appropriate.
  • Manage the planning, administration, conclusion, and budget of assigned client engagements.
  • Build professional network and develop new client contacts and relationships that may be beneficial to the firm.
  • Act as a formal firm mentor to lower level staff, providing timely performance management and career development feedback.
  • Assist in overseeing staff and staffing needs, making recommendations to management when appropriate.
  • Help monitor staff charge hours and efficiencies, including setting goals to reach or exceed targeted chargeability.
  • Adhere to the firm’s financial reporting, billing and collection processes in a timely manner.
  • Take an active part in preparing and leading CPE events and participate in firm recruiting events as requested.
  • Attend professional development and continuing professional education training as scheduled.

Required Education and Skills

  • Minimum of four (4) years of public accounting experience
  • Bachelor’s or master’s degree in accounting or related field
  • Active CPA license
  • Effective project management and team building skills
  • Demonstrated supervisory, leadership, and mentoring abilities
  • Ability to work in a fast-paced and highly collaborative environment
  • Excellent interpersonal, written and verbal communication skills
  • Highly organized, responsive and able to prioritize tasks
  • Able to set clear deadlines, adhere to budgets, and firm’s financial reporting, billing and collection processes.
  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) and ProSystems, Lacerte and GoFileRoom

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