Tax Supervisor

Location: Fairfield, New Jersey
Employment Type: Full-Time
Experience Level: Senior-Level (6-10 years)
Department: Tax Services

Company Overview

Our clients established CPA firm in Fairfield, NJ is seeking an experienced Tax Supervisor to lead their tax services team. We provide comprehensive tax, accounting, and advisory services to a diverse client base including high-net-worth individuals, family-owned businesses, partnerships, corporations, and non-profit organizations. Our firm is committed to delivering exceptional client service while fostering a collaborative environment that promotes professional excellence and career advancement.

Position Summary

The Tax Supervisor will oversee the preparation and review of complex tax returns, manage client relationships, supervise tax staff, and contribute to the strategic growth of our tax practice. This leadership role requires a seasoned tax professional with strong technical expertise, management skills, and the ability to handle sophisticated tax planning and compliance matters while maintaining the highest standards of client service.

Key Responsibilities

Team Leadership & Management

Supervise and manage a team of 8-12 tax professionals including senior associates, associates, and seasonal staff
Conduct performance evaluations, provide career guidance, and support professional development initiatives
Oversee staff scheduling, work assignments, and resource allocation during busy season and year-round
Lead recruitment efforts including interviewing candidates and making hiring recommendations
Mentor junior staff and facilitate knowledge transfer throughout the team
Establish and maintain quality control standards and review procedures

Client Relationship Management

Serve as primary relationship manager for key clients with complex tax situations
Manage a portfolio of high-value client engagements including individuals, partnerships, and corporations
Lead client meetings to discuss tax strategies, planning opportunities, and compliance requirements
Develop and maintain long-term client relationships while identifying opportunities for service expansion
Handle sensitive client communications and resolve complex tax issues
Coordinate with other service lines (audit, advisory) to provide integrated client solutions

Tax Preparation & Review

Prepare and review highly complex federal and multi-state tax returns across all entity types
Handle sophisticated tax situations including consolidated returns, multi-tiered partnerships, and international tax issues
Review tax returns prepared by senior associates and associates, ensuring technical accuracy and compliance
Oversee quarterly tax projections, estimated payments, and year-end tax planning strategies
Manage tax provision work (ASC 740) for corporate clients
Ensure all deliverables meet firm quality standards and filing deadlines

Tax Planning & Consulting

Provide sophisticated tax planning and consulting services to high-net-worth individuals and businesses
Develop tax-efficient strategies for business transactions, succession planning, and wealth transfer
Research complex tax issues and prepare technical memoranda with recommendations
Stay current with federal and state tax law changes and communicate impacts to clients and staff
Lead tax planning meetings and present strategies to clients and their advisors
Assist with tax controversy matters including audit representation and appeals

Practice Development & Operations

Contribute to business development through client referrals, networking, and thought leadership
Participate in firm management meetings and strategic planning initiatives
Develop and deliver technical training programs for staff
Monitor engagement profitability, budgets, and billing processes
Assist with proposal preparation and fee negotiations for new engagements
Implement process improvements and best practices to enhance efficiency

Required Qualifications

Education & Certifications

Bachelor's degree in Accounting, Finance, or related field required
CPA license required (New Jersey or reciprocal state)
Master's degree in Taxation or related field preferred
150 credit hours completed

Experience

6-10 years of progressive public accounting tax experience
Minimum 3-4 years of supervisory or team leadership experience
Extensive experience with complex individual and business tax compliance
Proven track record managing client relationships and driving engagement profitability
Experience with multi-state tax filings and sophisticated tax planning strategies
Background in training and developing tax professionals

Technical Expertise

Expert-level knowledge of federal and state tax laws and regulations
Advanced proficiency with professional tax software (ProSystem fx, Lacerte, UltraTax)
Experience with tax research databases (RIA, CCH, BNA, Checkpoint)
Strong knowledge of tax provision requirements (ASC 740)
Familiarity with multi-state tax compliance and nexus issues
Experience with specialized tax areas (partnerships, S-corps, consolidated returns)

Leadership & Management Skills

Proven ability to lead, motivate, and develop tax professionals
Strong project management skills with ability to handle multiple complex engagements
Excellent delegation and quality control capabilities
Experience with performance management and staff development
Ability to make difficult decisions and resolve conflicts effectively

Core Competencies

Exceptional communication and presentation skills
Strong business development and client relationship abilities
Advanced analytical and problem-solving capabilities
High attention to detail with commitment to quality and accuracy
Ability to work under pressure and meet tight deadlines
Professional demeanor with strong ethical standards

Preferred Qualifications

Master's degree in Taxation, Accounting, or related field
Additional certifications (CFA, PFS, or other specialized credentials)
Experience with international tax compliance and planning
Background in specialized industries (real estate, healthcare, manufacturing)
Previous experience with practice management and business development
Knowledge of estate and gift tax planning
Experience with tax technology implementation and process improvement

Leadership Responsibilities

Participate in firm management committee meetings and strategic planning
Contribute to firm policies and procedures development
Lead special projects and practice improvement initiatives
Represent the firm at professional organizations and industry events
Mentor high-potential staff for advancement opportunities
Collaborate with partners on client service delivery and practice growth

What We Offer

Compensation & Benefits

Competitive salary range
Performance-based annual bonus with significant upside potential
Comprehensive health, dental, and vision insurance (firm contributes 80%)
401(k) retirement plan with 4% company matching
Generous paid time off and flexible holiday schedule
Professional development budget
CPA continuing education support and conference attendance
Life insurance and disability coverage

Leadership Development

Partnership track opportunities for exceptional performers
Executive coaching and leadership development programs
Participation in firm strategic planning and decision-making
Opportunity to specialize in niche practice areas
Client origination and business development support
Industry conference speaking and thought leadership opportunities

Work Environment

Collaborative leadership team with open communication
Modern office facilities with latest technology and software
Flexible work arrangements
Administrative support and efficient workflow systems
Regular team building and firm social events
Commitment to work-life balance and professional growth

Career Advancement

This role offers excellent advancement opportunities including:

Manager and Senior Manager promotions within 2-3 years
Partnership consideration for top performers
Practice area leadership opportunities
Firm management roles and committee participation
Client relationship ownership and origination credit
Industry specialization and thought leadership development