Tax Supervisor

Consultative Search Group•Garden City, NY

16h

About The Position

A prestigious business management firm seeks a Tax Supervisor to join their dynamic group of tax professionals. This selected candidate is influential in the process of preparing and reviewing tax returns and assisting clients with various tax matters. The Tax Supervisor gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: Responsibilities Review business and individual income tax returns. Review tax projections and quarterly estimates using BNA . Review client meeting packages. Review commission reconciliations. Review client loan application and forensic materials. Ensure all tax planning related payments are made on time. Review and correct financial statements. Correspond with government agencies relating to client tax notifications received. Identify and research tax issues applicable to client transactions. Work closely with Account Executives and Assistant Account Executives to ensure complete and accurate books. Communicate with Partners and Business Mangers on client related matters. Supervise, mentor and manage accounting/tax staff, be onsite to answer questions, train and review performance. Oversee completion of workflow. Attend Continuing Professional Education (CPE) and in-house tax workshops. Work extended hours as needed. Other related duties as assigned.

Requirements

Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Math Aptitude
Understanding of Generally Accepted Accounting Principles
Financial Statement Analysis
Entity Income Taxation
Individual Income Taxation
Tax Research
CCH Axcess
BNA Tax Projection
Problem Solving Skills
Proficiency in Microsoft Office Suite
Proficiency in Windows
Bachelor’s Degree, Accounting (3.0 GPA or better)
Certified Public Accountant or Enrolled Agent
5+ years related experience

Responsibilities

Review business and individual income tax returns.
Review tax projections and quarterly estimates using BNA .
Review client meeting packages.
Review commission reconciliations.
Review client loan application and forensic materials.
Ensure all tax planning related payments are made on time.
Review and correct financial statements.
Correspond with government agencies relating to client tax notifications received.
Identify and research tax issues applicable to client transactions.
Work closely with Account Executives and Assistant Account Executives to ensure complete and accurate books.
Communicate with Partners and Business Mangers on client related matters.
Supervise, mentor and manage accounting/tax staff, be onsite to answer questions, train and review performance.
Oversee completion of workflow.
Attend Continuing Professional Education (CPE) and in-house tax workshops.
Work extended hours as needed.
Other related duties as assigned.