Tax Supervisor
Tax Supervisor
Position Summary
Key Responsibilities
Tax Preparation & Review
Team Supervision & Development
Client Relations
Practice Support
Required Qualifications
Education & Certification
Technical Skills
Experience Requirements
Preferred Qualifications
Core Competencies
Growth Opportunities
What We Offer
Rockville, MD
Position Summary
Our client is seeking a skilled Tax Supervisor to join their dynamic CPA firm in Rockville, MD. The ideal candidate will have 7-10 years of progressive public accounting experience and will be responsible for supervising tax engagements, preparing complex tax returns, and developing junior staff. This role offers excellent growth opportunities and the chance to work with a diverse client base while building supervisory and leadership skills.
Key Responsibilities
Tax Preparation & Review
- Prepare and review complex federal and state tax returns for corporations, partnerships, S-corporations, and high net-worth individuals
- Conduct tax planning and provide consulting services to clients
- Perform tax research on moderately complex issues using professional tax resources
- Assist with tax compliance and estimated tax payment calculations
- Support clients during tax audits and correspondence with tax authorities
Team Supervision & Development
- Supervise and mentor junior tax staff, including staff accountants and associates
- Review work product for accuracy and completeness
- Provide on-the-job training and technical guidance to team members
- Assist with staff scheduling and work allocation
- Support performance evaluations and professional development planning
Client Relations
- Serve as primary contact for assigned clients and maintain strong relationships
- Communicate tax issues and recommendations effectively to clients
- Respond to client inquiries and provide timely resolution of tax matters
- Assist with client meetings and presentations
- Identify opportunities for additional services within existing client relationships
Practice Support
- Assist with engagement planning and budget management
- Ensure timely completion of tax returns and meet client deadlines
- Maintain organized client files and documentation
- Stay current with tax law changes and attend continuing education programs
- Participate in firm meetings and training sessions
Required Qualifications
Education & Certification
- Bachelor's degree in Accounting, Finance, or related field
- CPA license preferred (or progress toward CPA certification)
- 7-10 years of progressive public accounting experience
Technical Skills
- Strong knowledge of federal and state tax laws and regulations
- Proficiency with tax preparation software (CCH Axcess, Lacerte, Ultra Tax, or similar)
- Experience with accounting software (QuickBooks, Xero, etc.)
- Proficiency in Microsoft Office Suite, particularly Excel
- Familiarity with tax research tools (Checkpoint, BNA, etc.)
Experience Requirements
- Solid experience preparing various types of tax returns
- Experience with tax planning and consulting
- Demonstrated ability to supervise and train junior staff
- Experience with client interaction and relationship management
- Knowledge of tax compliance procedures and deadlines
Preferred Qualifications
- Active CPA license
- Master's degree in Taxation or related field
- Experience with trust and estate taxation
- Experience with multi-state tax issues
- Previous supervisory experience in public accounting
- Experience with specialized industries or complex tax matters
Core Competencies
- Strong analytical and problem-solving skills
- Excellent attention to detail and accuracy
- Effective written and verbal communication abilities
- Ability to manage multiple priorities and meet deadlines
- Leadership potential and team collaboration skills
- Client service focus and professional demeanor
- Adaptability and willingness to learn new concepts
Growth Opportunities
- Clear path for advancement to Tax Manager role
- Opportunity to develop leadership and management skills
- Exposure to diverse client industries and complex tax matters
- Participation in business development activities
- Continuing education and professional development support
What We Offer
- Competitive salary based on experience and qualifications
- Comprehensive benefits package including health, dental, and vision insurance
- 401(k) plan with company match
- Flexible work arrangements during non-peak periods
- Professional development and CPA exam support
- Collaborative and supportive team environment
- Opportunity for career advancement and growth
Rockville, Maryland
Up to £0.00 per annum
