Tax Supervisor

We are partnering with a well-established public accounting firm seeking an experienced Tax Supervisor to join its growing tax practice. This is an excellent opportunity for a tax professional who enjoys working with sophisticated, high-net-worth clients while developing long-term client relationships in a collaborative, growth-oriented environment.

The ideal candidate will have a strong public accounting background with experience preparing complex tax returns, reviewing workpapers, and delivering exceptional client service. This is a hands-on role with significant exposure to closely held businesses and high-net-worth individuals.

Responsibilities

• Prepare and review federal and state tax returns, including:
  • Partnerships (Form 1065)
  • S Corporations (Form 1120S)
  • High-Net-Worth Individuals (Form 1040)
  • Trusts & Estates (Form 1041)
• Prepare year-end workpapers and tax-basis financial statements.
• Provide tax planning and compliance services for a diverse client portfolio.
• Work directly with high-net-worth individuals and closely held businesses.
• Research tax issues and ensure compliance with federal and multi-state tax regulations.
• Develop and maintain strong client relationships through exceptional communication and service.
• Mentor and assist junior staff as needed while collaborating with partners and managers on client engagements.

Qualifications

• 5–7+ years of recent public accounting (CPA firm) tax experience required.
• Experience preparing Forms 1065, 1120S, 1040, and 1041.
• Strong knowledge of tax compliance for high-net-worth individuals and privately held businesses.
• CPA license required or a Master's in Taxation.
• Experience preparing year-end workpapers and tax-basis financial statements.
• Excellent communication and client relationship skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

Preferred Qualifications

• Experience with CCH tax software.
• Multi-state tax preparation experience.
• Industry experience serving clients in:
  • Real Estate
  • Construction
  • Wholesale Distribution

 In this role, you'll have the opportunity to:

• Enjoy a clear path for advancement, with opportunities to grow into Manager, Non-Equity Partner, and Equity Partner based on performance.
• Benefit from a competitive package that includes employer-paid medical (single coverage), dental and vision insurance, a 401(k) with employer profit-sharing contributions, and paid professional development.
• Enjoy a busy-season schedule that typically ranges from 50–60 hours per week, followed by Summer Fridays (the office is closed every Friday from July 4 through Labor Day) and employee-focused perks that support work-life balance throughout the year.