Tax Supervisor

Gursey•El Segundo, CA

1d•Hybrid

About The Position

The Tax Supervisor will be responsible for reviewing multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities. This role involves managing and developing client relationships for income tax and financial planning, collaborating with tax partners and staff on client and business development, and communicating regularly with clients to ensure satisfaction and manage expectations. The supervisor will also act as a business advisor, recommending business and process improvement strategies, and overseeing multiple engagements in partnership, trusts, estate, gift, and individual taxation. Additionally, the role includes preparing year-end projections, researching tax issues, and mentoring senior associates and staff on complex tax matters.

Requirements

4+ years of tax and public accounting experience
Broad understanding of Tax Law with specialized knowledge in a particular area(s) of HNW individuals, partnerships, LLCs, trusts, taxation of pass-throughs, non-profit experience, estate and gift tax, investment advisory, and financial planning.
Ability to prepare working trial balance and year-end adjusting entries
Excellent analytical, organizational, and written and verbal communication skills
Demonstrated ability to utilize Excel, Word, and CCH Axcess
Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA certification is required

Responsibilities

Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
Manage and develop client relationships for income tax and financial planning.
Collaborate with tax partners and other staff on client management, practice development, and business development activities.
Communicate regularly with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts effectively.
Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor.
Supervise and oversee multiple engagements in partnership, trusts, estate, gift, and individual taxation to ensure their success.
Prepare year-end projections and research various tax issues.
Mentor senior associates and staff and guide them on complex tax issues.