Tax Supervisor

Grassi • Birmingham, AL

1d • Hybrid

About The Position

We are currently seeking a Tax Supervisor to join our team in any of the following office locations Birmingham, AL. This role offers an exciting opportunity to be part of a dynamic and growing firm.

Responsibilities include, but are not limited to:
Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed
Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process
Preparing tax returns for more complex individual, trust, and flow through entities
Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters
Responding to inquiries from the IRS and other tax authorities
Meeting or exceeding chargeable hour targets
Punctually entering time and expenses to support efficient billing processes
Maintaining appropriate compliance with all Firm policies and procedures
Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions
Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities
Representing and actively promoting the Firm
Traveling to client meetings occasionally

Requirements

• Bachelor’s degree in Accounting; Master’s degree in taxation or equivalent preferred
• Minimum of 4+ years of progressive tax preparation
• CPA license preferred
• Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH
• Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts
• Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Ability to manage staff on multiple engagements
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• Maintains a high level of professionalism and consistently demonstrates respect for others

Nice To Haves

• Master’s degree in taxation or equivalent preferred
• CPA license preferred

Responsibilities

• Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
• Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed
• Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process
• Preparing tax returns for more complex individual, trust, and flow through entities
• Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters
• Responding to inquiries from the IRS and other tax authorities
• Meeting or exceeding chargeable hour targets
• Punctually entering time and expenses to support efficient billing processes
• Maintaining appropriate compliance with all Firm policies and procedures
• Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions
• Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities
• Representing and actively promoting the Firm
• Traveling to client meetings occasionally

Benefits

• Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
• Medical, Dental, and Vision Insurance
• employer contribution to life insurance
• 401(k) plan
• ESOP
• client and employee referral bonus program.
• Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.
• Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.
• Continuing Professional Education (CPE) opportunities, including both technical and soft skills training.
• Discounted gym memberships
• various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.
• performance-based incentives
• wellness and retirement programs
• opportunities for continuous professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level