Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities. This includes combined state tax returns and ensuring compliance with tax regulations
Manage and develop client relationships for income tax and financial planning
Collaborate with tax partners and other staff on client management, practice development, and business development activities
Communicate regularly with clients to manage expectations, ensure they are satisfied with the service, meet deadlines, and lead change efforts effectively
Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor
Supervise and oversee multiple engagements in partnership, trusts, estate, gift, and individual taxation to ensure their success
Prepare year-end projections and research various tax issues
Mentor senior associates and staff and guide them on complex tax issues

4+ years of tax and public accounting experience
Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of HNW individuals, partnerships, LLCs, trusts, taxation of pass-throughs, non-profit experience, estate and gift tax, investment advisory, and financial planning
Ability to prepare working trial balance and year-end adjusting entries
Excellent skills, analytical, organizational, and written and verbal communication skills
Demonstrated ability to utilize Excel, Word, and CCH Axcess
Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships

Tax Supervisor

Key skills