Tax Supervisor

Sorren, Inc. • St. Petersburg, FL

1d

About The Position

The Tax Supervisor prepares, reviews, and supervises individual, corporate, and partnership tax returns; supports tax compliance through accounting tasks; and addresses complex tax issues. The role involves collaborating with team members, communicating effectively with clients, supervising and mentoring junior staff, and meeting deadlines while ensuring compliance with tax regulations.

The position also includes developing client relationships, reviewing accounting procedures, analyzing organizational structures for tax impacts, preparing estimated tax liabilities, and providing strategic tax planning. The Tax Supervisor researches and documents complex tax issues, communicates solutions to clients and other professionals, supervises multiple engagements, and contributes to professional development and firm productivity.

Requirements

• 4–6 years of experience in tax preparation.
• CPA or EA license, or eligibility for licensure.
• Bachelor’s degree in accounting or a related field.
• Strong understanding of tax laws, regulations, and compliance requirements.
• Ability to adapt to tax law changes and provide strategic tax planning.
• Proficiency in tax preparation software and related tools.
• Developing leadership, communication, and mentoring skills.
• Excellent organizational skills to manage multiple priorities and meet deadlines.
• High attention to detail and accuracy in financial and tax work.
• Analytical skills to address and resolve complex tax issues.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Prepare and review complex individual, corporate, and partnership tax returns, including highly complex returns as needed.
• Build and maintain client relationships, address tax issues, and coordinate related entity filings.
• Review work in detail and provide feedback to ensure quality.
• Review quarterly and annual accounting procedures to support tax preparation.
• Analyze organizational structures for tax impacts and ensure accurate filings.
• Prepare estimated tax liabilities and provide strategic tax planning.
• Supervise, train, and mentor team members, including conducting regular performance reviews.
• Research and document complex tax issues and present guidance and solutions.
• Communicate tax planning solutions with clients and other professionals involved in client relationships.
• Communicate with clients and team members about projects and deadlines.
• Participate in team efforts and ongoing professional development, and stay current on tax laws and best practices.
• Supervise multiple engagements, prioritize tasks, and meet deadlines.
• Perform other duties and take on varied responsibilities assigned by firm leadership.
• Meet annual billable-hour and other targets to support individual performance and firm productivity.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break from December 24 to January 1.
• Paid parental leave, available after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and team activities.
• Celebrations for milestones, including the end of busy season and holidays.

What This Job Offers

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