Tax Supervisor

PKF O'Connor Davies•Fort Lauderdale, FL

8d•Hybrid

About The Position

We are seeking an experienced Tax Supervisor to join our team. This role will focus on supervising and reviewing tax engagements for professional services clients, as well as high-net-worth individuals, families, and related entities. The ideal candidate will bring strong technical tax expertise, excellent client service skills, and experience working with clients who have complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. This individual will work closely with Managers and Directors to deliver high-quality client service while also mentoring staff and assisting with engagement management.

Requirements

Must be able to work in the office a minimum of 3 days per week.
Bachelor’s degree in Accounting from an accredited college/university required.
5+ years of progressive tax experience in public accounting required.
Strong technical expertise and experience reviewing individual, partnership, S corporation, trust, gift tax, and investment partnership returns.
Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA).
Experience with multi-entity and multi-state taxation issues.
Proven leadership skills with the ability to manage multiple priorities and mentor team members.
Strong interpersonal, verbal, and written communication skills.
Experience performing, documenting, summarizing, and reviewing research conclusions regarding tax issues.
Demonstrated ability to build relationships and contribute to a collaborative team environment.
Currently authorized to work in the United States.

Nice To Haves

MST a plus.
Active CPA license, EA certification, or progress toward certification preferred.
Knowledge of CCH Axcess preferred.

Responsibilities

Serve as a primary day-to-day contact for clients and assist in maintaining strong client relationships.
Provide tax planning and advisory support tailored to S Corporations, High-Net-Worth Individuals and Families, Trusts & Estates, and Partnerships and pass-through entity owners.
Assist clients with tax-saving opportunities and planning initiatives related to their personal and business interests.
Deliver responsive, high-quality client service and communicate effectively with clients and internal teams.
Review complex federal, state, and local tax returns, including 1040 (Individual), 1041 (Trusts & Estates), 1065 and 1120-S related to partnerships and S corporations, 709 (Gift Tax), and Related entities such as management companies, holding companies, and investment partnerships.
Experience with foreign-related tax returns preferred.
Assist clients with matters such as multi-state income tax issues, retirement plan strategies, buy-in/buy-out structures, partner compensation models, K-1 allocation issues, and entity structuring and conversion strategies.
Perform tax research and prepare technical memoranda related to complex tax matters.
Stay current on tax law developments and industry trends.
Supervise, coach, and mentor Associates and Senior Associates on client engagements.
Review workpapers, tax returns, and tax planning deliverables for accuracy and completeness.
Promote technical development and knowledge-sharing within the team.
Assist Managers and Directors with workflow management and engagement coordination.
Manage multiple engagements simultaneously while ensuring timely and accurate deliverables.
Assist with engagement budgeting, billing, and managing client expectations.
Coordinate with attorneys, wealth advisors, medical practice consultants, and other third-party professionals as needed.
Maintain strong organization and follow-through in a fast-paced environment.