Tax Supervisor

CBIZ•Greenfield, MA

8d•Hybrid

About The Position

This role involves supervising all aspects of accounting, tax, or audit engagements for clients. The Tax Supervisor will be responsible for providing status updates to engagement managers, adhering to quality control standards, and developing a deep understanding of the client's business to contribute to engagement analysis and planning. The position requires adherence to engagement budget constraints, timely completion of tasks, and explanation of any variances. The Tax Supervisor will also be responsible for achieving charge hour goals, reviewing the work of engagement team members, and providing constructive feedback. Additionally, this role includes supervising and mentoring team members, fostering a collaborative environment, and supporting their technical and professional development. The Tax Supervisor will assist with client billing, identify and develop expertise in a specialized industry or area, and leverage this knowledge to identify cross-serve opportunities. Participation in practice development activities and execution of assigned administrative duties are also part of the role.

Requirements

Bachelor's degree required
At least 3 years of experience in public accounting or related field
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs

Nice To Haves

Master's degree preferred in Accounting, Taxation or related field
1 year supervisory experience preferred
CPA candidates preferred

Responsibilities

Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
Achieve charge hour goals
Review engagement team members accounting, tax or auditing work: provide constructive review points
Supervise and guide team members on engagements, fostering a collaborative and productive work environment
Train and mentor engagement team members, supporting their technical and professional development
Assist in the client billing process with Managers, Directors or Managing Directors
Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
Execute administrative duties as assigned
Additional responsibilities as assigned