TAX SUPERVISOR
About The Position
Jeff Baker & Associates, P.S. (JBA) is a growing public accounting firm serving individuals, business owners, families, and fiduciaries. Its services include business and individual taxation, real estate, estates and trusts, and year-round tax planning and advisory services. JBA values curiosity, thoughtful judgment, practical solutions, collaboration, realistic expectations, and respect for its employees. The Tax Supervisor leads assigned engagements from planning through completion, prepares and reviews complex tax returns, and helps clients identify planning opportunities throughout the year. The role includes direct client communication, engagement management, and collaboration with partners and colleagues. The Tax Supervisor also guides staff and senior accountants, develops their technical skills and professional judgment, and contributes to internal training and consistent work practices. The position offers independence, access to experienced colleagues, and opportunities to grow as a technical professional and leader.
Requirements
- Bachelor’s degree in accounting or a related field.
- At least five years of recent public accounting tax experience, including substantial business and individual tax preparation.
- Demonstrated experience reviewing returns prepared by other professionals.
- Strong knowledge of federal taxation for individuals, partnerships, S corporations, and C corporations.
- Experience managing multiple engagements and communicating directly with clients.
- Ability to independently research technical issues and apply findings to client situations.
- Experience guiding, mentoring, or providing feedback to developing accountants.
- Sound judgment, strong organizational skills, and a thoughtful approach to client service.
Nice To Haves
- Active CPA or Enrolled Agent credential.
- Experience supervising tax engagements or staff.
- Estate and trust tax experience, including Forms 1041 and 706.
- Knowledge of real estate taxation, including Section 1031 exchanges and complex depreciation matters.
- Experience with multistate taxation, business transactions, and advanced tax planning.
- Familiarity with CCH Axcess Tax, CCH Engagement, and QuickBooks.
- Experience preparing or reviewing tax projections and providing year-round advisory services.
Responsibilities
- Prepare and review complex individual, partnership, S corporation, C corporation, and fiduciary income tax returns.
- Review returns and workpapers for technical accuracy, completeness, and appropriate application of tax law.
- Analyze business transactions, shareholder and partner basis, depreciation, distributions, and related tax matters.
- Identify tax planning opportunities and communicate recommendations tailored to clients’ circumstances.
- Research federal and state tax issues, evaluate alternatives, and document conclusions.
- Work on multistate taxation, real estate transactions, estate and trust taxation, and other specialized matters as appropriate.
- Lead assigned engagements from initial information gathering through partner review and delivery.
- Communicate proactively with clients about tax matters, planning opportunities, outstanding information, and deadlines.
- Identify technical concerns and potential delays early and coordinate practical solutions.
- Manage engagement budgets and timelines while balancing quality, efficiency, and client service.
- Coordinate with accounting and bookkeeping teams to resolve issues affecting tax preparation.
- Prepare clear documentation and recommendations to support efficient partner review.
- Review work prepared by staff and senior accountants and provide clear, constructive feedback.
- Explain tax-treatment reasoning to help team members develop lasting technical knowledge.
- Delegate assignments with consideration for experience, workload, and development opportunities.
- Support staff researching unfamiliar issues and developing sound professional judgment.
- Monitor engagement progress and help the team address obstacles.
- Contribute to internal training, workpaper improvements, and consistent preparation and review practices.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with employer matching contributions.
- Paid time off and holidays.
- Continuing professional education.
- Professional licensing support.
- Opportunities for continued technical and leadership development.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
