Tax Supervisory Senior

Summary of Responsibilities

Performs a wide variety of diversified, usually complex, tax-related tasks under the supervision of a manager or director.

Essential Functions

  • Prepares personal and corporate tax returns, including the most complex.
  • Approves less complicated personal returns.
  • Acts as a resource for tax staff and senior tax accountants.
  • Performs less complex tax research.
  • Prepares BNA projections and becomes involved in planning for less complex clients.
  • Becomes involved in tax planning for less complex client situations.
  • Assists accounting and auditing staff members in client meetings.
  • Analyzes IRS notices and drafts responses.
  • Reviews IRS notice responses prepared by staff tax accountants.
  • Delegates work to tax staff and senior tax accountants and supervises work.
  • Participates in tax department administrative projects.
  • Acts as director-in-charge for personal tax return clients.
  • Acts as key client contact person for smaller engagements.
  • Bills clients and discusses fees with smaller clients.
  • Contributes to the client service team by producing quality work with quick turnaround and attentive service.
  • Establishes good working relationships with all directors and staff members.
  • Performs a management role on client engagements.


Required Experience

  • Mastered responsibilities and position requirements of Tax Senior and is beginning to function in the role of Tax Manager.
  • Minimum of 36 to 48 months full-time experience (including normal overtime requirements) having worked at least two busy seasons while demonstrating a progression in complexity of accounting tasks and tax knowledge.
  • CPA certification or in the process of completing exam.
  • Demonstrates good project management skills.


Other Functions

  • Exhibits time management and organization skills.
  • May assist with recruitment and training of other tax department personnel.
  • Develops entrepreneurial approach to client service and good working relationships with client personnel.
  • Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals.
  • Accepts volunteer positions in community organizations.
  • Begins to develop industry expertise.
  • Performs such other duties as may be assigned.


Educational Requirements

  • Bachelor’s degree or master’s degree with required accounting hours to sit for the CPA exam.
  • Minimum of 40 hours of continuing professional education is required each year.


Required Licenses, Certificates, or Knowledge

  • Either holds a current and valid certified public accountant’s license, or is working toward obtaining the license by taking and passing the applicable state CPA exam.
  • Proficiency in use of computers and computer accounting and tax software programs.


Work Environment and Physical Requirements

  • Requires the ability to work overtime, as necessary, in order to meet client imposed and/or government mandated filing deadlines.
  • Requires the ability to meet the demands of a fast paced, deadline oriented environment.
  • Requires the ability to manage multiple and conflicting tasks requiring excellent organization and task prioritization skills.
  • Requires the ability to use diplomacy when interacting with co-workers, superiors and clients.
  • Requires the ability to remain sedentary; only occasional walking and standing are required.
  • The noise level in the office environment is moderate (office equipment, telephones, etc.).



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