Tax Supervisor - Private Client Services

Our Private Client Services team is focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. As part of this team you will mainly service our high net worth and family office clients.

As a Tax Supervisor, you will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service:

  • Provide detail review and analysis of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)

  • Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues

  • Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm

  • Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations

  • Recognize and inform senior management of opportunities to increase level and types of services to clients

  • Ensure professional development through ongoing education and obtaining additional certifications as appropriate

  • Develop, motivate, and train staff level team members

  • Travel to client sites as needed 

Basic Qualifications:

  • BA/BS Degree – preferably in Accounting or related field of study
  • Minimum of 4 years of experience in a public accounting environment
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Comprehensive understanding of tax law/rules and implications
  • Experience preparing and reviewing returns
  • Experience with Individual Taxation
  • Effective verbal and written communication skills

Preferred Qualifications:

  • CPA, JD, or Enrolled Agent Designation

  • Masters in Accounting

  • Strong technical skills in accounting and tax preparation and research, review experience a plus

  • Effective verbal and written communication skills, as well as good computer skills

  • Ability to handle multiple tasks simultaneously

  • Experience with a national, regional or local accounting firm is a plus


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