Tax Supervisor

This is a fully remote position, open to applicants in California.

📋 Description

• Assess federal and multistate tax returns for affluent individuals, partnerships, joint ventures, and non-corporate entities.

• Evaluate combined state tax returns to ensure adherence to tax regulations.

• Cultivate and manage client relationships focused on income tax and financial planning.

• Collaborate with tax partners and team members on client management, practice enhancement, and business growth initiatives.

• Maintain regular communication with clients to manage expectations, guarantee satisfaction, meet deadlines, and spearhead change initiatives.

• Consult with clients to suggest business and process improvement strategies, acting as a trusted business advisor.

• Supervise and manage multiple engagements related to partnerships, trusts, estate, gift, and individual taxation.

• Prepare year-end projections and investigate various tax-related issues.

• Mentor senior associates and staff, providing guidance on complex tax matters.

⛳️ Requirements

• Minimum of 4 years of experience in tax and public accounting.

• Comprehensive understanding of Tax Law with specialized expertise in areas such as high-net-worth individuals, partnerships, LLCs, trusts, pass-through taxation, non-profit experience, estate and gift tax, investment advisory, and financial planning.

• Proficient in preparing working trial balances and year-end adjusting entries.

• Exceptional analytical, organizational, written, and verbal communication abilities.

• Proven experience in utilizing Excel, Word, and CCH Axcess.

• Strong leadership, mentoring, and interpersonal skills.

• Bachelor's degree in Accounting, Finance, or a related business field.

• CPA certification is mandatory.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Profit-sharing plan.

• Parental leave.

• 401(k) match plan.

• Annual ski/camping trip.

• Black-tie holiday party.

• Quarterly departmental mixers with travel stipend.

• Paid continuing education.

• Retirement savings.

• Life and disability insurance.

• Certification incentives.

• Education assistance.

• Referral program.