Tax Supervisory Senior

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.

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.

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.).