Individual Tax Supervisor

Smoker & Company•Lititz, PA

3d•Onsite

About The Position

Smoker & Company LLC is seeking an experienced and highly organized Individual Tax Supervisor to lead the day-to-day operations of the individual tax team in our Lititz, PA office. This role is responsible for supervising workflow, reviewing individual income tax returns, mentoring interns and seasonal staff, supporting client service, and helping the department meet quality, productivity, and deadline goals. The ideal candidate is a detail-oriented tax professional who combines strong technical knowledge with leadership, communication, and process-improvement skills.

Requirements

Minimum of 3 years of public accounting experience.
Minimum of 1 year of management, supervisory, or team-lead experience.
Strong working knowledge of individual income tax preparation, review, compliance, and related tax research.
Ability to manage multiple priorities and meet deadlines in a fast-paced tax season environment.
Strong verbal and written communication skills.

Nice To Haves

Bachelor’s degree in accounting, finance, or a related field.
CPA license or Enrolled Agent credential.
Experience supervising interns, seasonal staff, or tax preparers.
Proficiency with Microsoft Office and tax preparation or workflow management software.
Excellent attention to detail and commitment to quality.
Strong organizational, analytical, and problem-solving skills.
Ability to lead, motivate, and develop team members.
Professionalism, integrity, discretion, and sound judgment.
Collaborative approach with the ability to work effectively across teams.
Proactive mindset focused on continuous improvement and department growth.

Responsibilities

Review individual income tax returns, including Forms 1040, and related schedules, for accuracy, completeness, and compliance with federal, state, and local tax requirements.
Research and resolve complex individual tax issues, including notices, audits, missing information, and compliance matters.
Review estimated tax calculations, projections, and supporting documentation.
Identify tax-saving opportunities and planning strategies for individual taxpayers.
Stay current on tax law changes and communicate relevant updates to staff and clients.
Manage the day-to-day operations of the individual tax team and monitor work progress throughout the tax season.
Assign, distribute, and rebalance work to promote efficiency, productivity, and timely completion of returns.
Maintain accurate work lists and ensure projects continue moving through the workflow pipeline.
Coordinate with managers, partners, and upper management regarding client issues, deadlines, and project status.
Recommend and implement workflow improvements, quality-control procedures, and process enhancements.
Supervise, mentor, and train tax preparers, staff accountants, interns, seasonal team members, and senior tax associates.
Provide technical guidance, coaching, and ongoing feedback to team members.
Conduct group training at the start of tax season and provide one-on-one training as needs arise.
Assist with onboarding new team members and maintaining training procedures.
Review and update training materials annually to support consistency and continuous improvement.
Participate in recruiting efforts, including interviews and job fairs, to identify strong interns and seasonal tax team members.
Identify high-performing interns who may be candidates for full-time employment.
Collaborate with HR and management on potential hiring recommendations and candidate presentations.
Support department growth by developing strategies that improve workflow, training, reviews, and team performance.
Serve as a trusted point of contact for individual tax clients, as appropriate.
Communicate filing requirements, deadlines, tax notices, and planning opportunities clearly and professionally.
Build and maintain strong client relationships through responsive, accurate, and courteous service.
Maintain confidentiality of client financial information and uphold firm standards for professionalism and integrity.