What are the responsibilities and job description for the Tax Supervisor position at Elevate?
Tax Senior/Supervisor
Remote/Hybrid - Raleigh, NC
About Elevate
Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.
On of our partner firms is seeking an experienced Tax Senior to join the tax practice. In this role, you’ll prepare accurate federal, state, and local individual tax returns while delivering a clear, caring, and client‑focused experience. The role is remote.
Key Responsibilities
- Prepare a high volume of Form 1040 tax returns, including multi-state filings
- Handle returns with itemized deductions, Schedule C, Schedule E, and investment income
- Identify applicable deductions, credits, and tax‑saving opportunities
- Work directly with clients to gather information, clarify tax positions, and explain return results
- Stay current on tax law changes and IRS updates
- Prepare and calculate quarterly estimated tax payments for individual clients
Qualifications
- 3-5 years of experience preparing individual tax returns
- Maintain clear, well-organized workpapers to support prepared returns
- Strong attention to detail and client‑service mindset
- Familiarity with tax software (Lacerte, Drake, CCH, Aiwyn) preferred
- EA/CPA/AFSP credentials a plus