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Tax Supervisor

Tax Supervisor

ReaCleveland, OH, US
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Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries . This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies.

Responsibilities

Tax Compliance

  • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies
  • Conducts top level review of T / R and resolves all tax issues with client; involves specialists where appropriate
  • Communicates with clients and Assurance any issues identified in tax accrual reviews
  • Plans and reviews the tax process and the procedures to be performed to include :
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out-of-scope activity and communication to client
  • Timely collection of A / R
  • Manages client relationships / expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

  • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns
  • ASC 740-10 (FAS 109 and FIN 48) Tax Accruals

  • Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48
  • Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
  • Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10
  • Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
  • Utilizes and manages STS (specialized tax services), as needed
  • Tax Consulting

  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
  • Considers the applicability of CTS (core tax services) and STS consulting specialties for each client
  • Develops and implements a work plan to include / organize the STS assistance on ongoing projects from client
  • Serves as a technical resource
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)
  • Provides effective assistance with exam support
  • Frames projects and issues for effective delegation to seniors and associates
  • Tax Specialization

  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
  • May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
  • Strategy Development

  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
  • Reviews studies of tax implications and offers clients alternative courses of action
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
  • Supervisory Responsibilities

  • Supervises associates, senior associates and supervisors on all projects
  • Reviews work prepared by associates, senior associates and supervisors and provide review comments
  • Trains Associates, Seniors and Supervisors how to use all current software tools
  • Acts as a Career Advisor to associates, senior associates and supervisors
  • Schedules and manages workload of associates, senior associates and supervisors
  • Provides verbal and written performance feedback to associates, senior associates and supervisors
  • Requirements

  • Superior verbal and written communication skills
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Capacity to work well in a team environment
  • Capable of developing and managing a team of tax professionals
  • Ability to compose written tax advice
  • Capable of effectively developing and maintaining client relationships
  • Pursue new business leads and build and maintain strong relationships with centers of influence
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
  • Education

  • Bachelors degree in Accounting or other relevant field required
  • Masters degree in Accounting beneficial, masters degree in taxation beneficial
  • Experience

  • 4 to 5 years of prior experience in taxation
  • Prior supervisory experience
  • License / Certifications

  • CPA or EA certification
  • Benefits

    Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • 'Work From Anywhere' option
  • Wellness Resources
  • Four (4) weeks PTO
  • Twelve (12) paid holidays, of which three (3) are floating holidays
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