Tax Supervisor

Agresta, Storms & O’Leary, PC•Indianapolis, IN

13d•Hybrid

About The Position

Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base. ASO is adding a Tax Supervisor to its growing team. This role bridges the Senior Associate and Manager levels, with primary responsibility for reviewing the work of Associates and Senior Associates, running smaller engagements end-to-end, and serving as a key technical and client resource as the candidate develops toward a Manager role.

Requirements

Active CPA license (required)
5–7 years of progressive public accounting experience with a broad tax background
Strong technical knowledge across individual, corporate, partnership, trust, and nonprofit tax
Demonstrated experience reviewing the work of less experienced staff and providing developmental feedback
Excellent client-facing communication skills and the judgment to know when to escalate to a Manager or Partner
Track record of managing multiple concurrent engagements and meeting deadlines without sacrificing quality
Prior experience at a firm of meaningful scale and complexity

Nice To Haves

Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
Demonstrated readiness to take on increasing supervisory and client management responsibility
Familiarity with advisory services beyond compliance work
Experience contributing to process or technology improvements within a tax practice

Responsibilities

Review tax returns prepared by Associates and Senior Associates across individual, corporate, partnership, trust, and nonprofit engagements
Run smaller tax engagements end-to-end, including scoping, scheduling, execution, and client communication
Serve as a primary day-to-day client contact on assigned engagements, building trusted relationships and resolving most technical questions directly
Identify and research moderate to complex tax issues, including planning opportunities and exposure areas, and prepare clear written analysis
Provide direct supervision, coaching, and real-time feedback to 2–4 staff members, helping accelerate their technical and professional growth
Partner with Managers and Partners on engagement planning, budgeting, and risk assessment
Stay current on federal and state legislative changes and assess their impact on client engagements
Contribute to process improvement, technology adoption, and quality initiatives within the tax practice
Support business development efforts as appropriate, including identifying expanded service opportunities within the existing client base