Tax Supervisor

GRF CPAs & Advisors•Bethesda, MD

1d•Onsite

About The Position

GRF CPAs & Advisors is seeking a Tax Supervisor to join their energetic and passionate team in their Bethesda, MD office. This role involves leading daily activities of assigned staff, reviewing working papers and financial statements, and direct client communication. The Tax Supervisor ensures compliance with engagement requirements and professional/regulatory standards.

Requirements

Bachelor’s degree in accounting
5 years experience in public accounting, demonstrating a progression in complexity, scope, and number of tax engagements and staff managed.
Effective written and oral communications with employees, partners, and clients, and vendors.
Ability to organize projects, set priorities and delegate tasks under constantly changing circumstances for different clients and partners
Must keep long term objectives in mind while focusing on daily activities
Must maintain confidentiality of sensitive firm and client information
Awareness of skills required to bring in new business
Familiarity with tax research materials available in all media

Responsibilities

Assumes full responsibility for supervising tax return preparation and special assignments using established firm policies and procedures and managerial direction.
Coordinates various phases of engagements, plans engagements, budgets time and expenses, monitors actual performance against budget, reviews returns for accuracy, completeness, suitability of presentation and adequacy of disclosures. Resolves problems as they arise.
Provides supervision and on-the-job training to staff assigned to engagement.
Determines the extent of review required in a tax return and selects elements to be reviewed.
Assigns tasks to staff members based on their knowledge and capabilities.
Trains staff members, offers guidance and direction, gives constructive criticism of working papers.
Ensures that drafts of working papers and returns are prepared in accordance with generally accepted professional and firm standards.
Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client.
Reviews with manager or partner significant findings that raise questions involving accounting principles, tax issues or return presentation.
Prepares or reviews returns, notes, schedules, and management letters for later discussion between manager or partner and the client.
May serve in educational programs as an instructor or discussion leader.
May participate in firm's practice development efforts including expanding services to clients.
Prepares other reports and projects as requested from time to time by managers or partners.