Tax Supervisor

Lucas Horsfall•Los Angeles, CA

1d•$110,000 - $135,000

About The Position

As a Tax Supervisor at Lucas Horsfall, you will manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform preparation and technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

Requirements

Bachelor's degree in accounting, finance, or related field
5+ years of tax prep & review experience
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership

Nice To Haves

Strong background in individual taxation
Licensed CPA or working towards becoming a licensed CPA
Consultative/Advising Experience
Knowledge of CCH Axcess Tax and Lacerte

Responsibilities

Perform initial review of tax senior, tax staff and intern work products.
Act as primary client point of contact for the firm.
Identify opportunities for value added services for clients by staying abreast of their business needs.
Communicate staffing and workload issues to Resource Planning.
Review and confirm assignment objectives, scope, and work plan with client.
Resolve work product issues using firm resources.
Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
Coach and mentor staff to assist with enhancing their skills and further develop their career.
Prepare and/or review monthly client bills.
Anticipate, identify, and resolve complex tax-technical issues.
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.