Remote Tax Supervisor - CPA - (JF993795)

Job Description

Supervisory Responsibilities :

• Supervises staff, helps to manage the tax team and workload, sets priorities, and ensures tasks are completed accurately and on time.
• Assigns projects, reviews work, and provides feedback for improvement.
• Conducts performance reviews and addresses issues that arise within the team.

Essential Job Functions :

• Supervises, fields questions, and helps to keep an ever-growing team of Tax and Financial professionals accountable.
• Assists with training and development of new employees.
• Proactively reviews team members’ work and provides real-time feedback and coaching.
• Provides guidance, support, and training as needed to maintain high performance and

morale.

• Conducts weekly check-ins with tax team members.
• Leads client kick-off meetings with the Sales Team, establishing solid rapport with clients as assigned.
• Financial prep, review, and consulting : Prepare and review financial statements, reports, and analyses for both internal and external stakeholders, ensuring accuracy and timeliness in

accordance with regulatory requirements.

• Quarterly Meetings : Runs or attends meetings with clients to go through how they are doing and provides feedback, and estimated tax projections.
• Quarterly Estimates : Review the client’s YTD business and personal income and recalculate their upcoming required estimated payment, create a list of items to consult with the client.
• Tax Return Preparation, tax issue / strategy research, tax notices, sales tax, financial statement preparation, detail review, final review and signs off on tax returns.
• Understands and applies tax reduction strategies.
• Prepares and / or reviews financial statements.
• Provides accounting support to the team as needed.
• Performs other duties as assigned.

Qualifications

• Must be a licensed CPA
• 5 years of Tax experience is required with proven work experience as a Tax Senior / Tax Associate
• Accounting and payroll knowledge
• Basic knowledge of the tax code for individuals and small businesses with experience in SCorp and Partnership returns
• Proficient in QBO, QBD, and Ultra Tax
• Experience with Project Management Software such as Asana, Notion, Monday, ClickUp, a plus
• Maintain confidentiality
• Strong verbal and written communication kills
• Strong supervisory and leadership skills with the ability to lead, mentor, coach, encourage, and motivate others.
• In-depth knowledge of accounting principles, financial regulations, and tax laws.
• Build strong internal and external relationships
• Ability to maintain compliance with local, state, and federal regulations.
• Strong analytical and problem-solving skills.
• Works well both independently and in a team to meet deadlines.
• Strong planning, multitasking, time management, and customer service skills are most critical.
• Strong attention to detail and accuracy in financial recordkeeping

Additional Information

Benefits

Health insurance

Vision, dental, life - paid by firm

Simple IRA - match 3% after a year; can contribute from Day 1

Bonus - discretionary

PTO 38 hours of sick leave.

3 to 4 weeks of vacation - negotiable

Will provide technology, Prebuilt computer and phone.

If this sounds like a match, please apply, and include your most recent resume. We look forward to hearing from you!