Tax Supervisor

United States·EncinoRemotemid

OtherTax Supervisor

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OtherTax Supervisor

Job Title: Tax Supervisor

Department: Tax

Location: Remote or Hybrid

4+ years of tax and public accounting experience

Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of HNW individuals, partnerships, LLCs, trusts, taxation of pass-throughs, non-profit experience, estate and gift tax, investment advisory, and financial planning.

Ability to prepare working trial balance and year-end adjusting entries

Excellent skills, analytical, organizational, and written and verbal communication skills

Demonstrated ability to utilize Excel, Word, and CCH Axcess

Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

Bachelor's degree in Accounting, Finance, or other business-related fields

A CPA certification is required

Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities. This includes combined state tax returns and ensuring compliance with tax regulations.

Manage and develop client relationships for income tax and financial planning.

Collaborate with tax partners and other staff on client management, practice development, and business development activities.

Communicate regularly with clients to manage expectations, ensure they are satisfied with the service, meet deadlines, and lead change efforts effectively.

Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor.

Supervise and oversee multiple engagements in partnership, trusts, estate, gift, and individual taxation to ensure their success.

Prepare year-end projections and research various tax issues.

Mentor senior associates and staff and guide them on complex tax issues.