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.
- 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.
- 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.
- 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.
- 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.).