Tax Supervisor

Essential Duties and Responsibilities: 

• Supervise and mentor a team of tax preparation professionals, fostering a collaborative and growth-oriented work environment while providing guidance on best practices and ensuring adherence to accounting standards.
• Develop and implement tax strategies to optimize client tax positions while ensuring compliance with federal, state, and local tax regulations.
• Review and approve tax returns for individuals, businesses, and organizations, ensuring accuracy and adherence to filing deadlines.
• Ensure tax services employees are properly and accurately billing for time, reviews non-billable, billable and utilization reports.
• Provide proactive tax planning and advisory services to clients, including strategic recommendations to minimize tax liabilities and enhance financial performance.
• Stay updated on changes in tax laws and regulations and communicate implications to clients and team members effectively.
• Ensure compliance with all regulatory requirements and accounting principles.
• Stay updated on industry trends and developments in bookkeeping practices and software applications.
• Prepare and present financial reports and analysis to clients and senior management.
• Build and maintain strong client relationships through regular communication, understanding client needs, and providing responsive support.
• Manage client inquiries and resolve issues with professionalism and efficiency. Maintain confidentiality and discretion when handling sensitive client information.
• Perform other accounting tasks as needed, such as bookkeeping and financial statement preparation as requested and supervised by the Director of Tax.