Tax Supervisor

www.mgpartnersllp.com

At M&G Advisors Group, we are seeking a highly skilled, technical, and detail-oriented Tax Supervisor to oversee and manage tax-related activities within our firm located at the Agoura Hills, CA office. The Tax Supervisor will play a critical role in managing staff, maintaining accurate financial records, supporting audits, and providing strategic tax guidance to support the firm's financial objectives.

Duties

• Collaborates with firm colleagues, clients, and other service providers to conduct comprehensive tax planning
• Prepare and review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
• Prepare more complex client work and delegate entry level work to staff accountants
• Take ownership and organize workflow of client engagements, ensuring filing deadlines are met
• Identify tax issues and propose strategies to resolve them
• Research basic to complex technical tax information
• Respond to and prepare correspondences to tax authorities
• Responsible for meeting engagement timelines and budget guidelines, and provide job status to partners, managers, and client personnel in a timely manner
• Develop strong relationships with firm professionals and clients
• Supervise and manage expectations of engagement teams, staff accountants and/or interns on your teams
• Coach and provide feedback to junior team members
• Reviews federal, state and local tax notices and drafts responses
• Effectively utilize and train others on firm tax preparation software
• Participate in staff and senior level trainings
• Ensure high quality of work product

Experience

• 5 years of public accounting experience partnership / high net worth experience a plus
• Experience with CCH Axcess/Prosystems, SmartVault & CaseWare tax software preferred
• Bachelor’s degree in accounting or related major required
• CPA license Required
• Tax Research experience, CCH Answer, IRS and state websites preferred
• Strong technical aptitude and communication skills
• Ability to work independently
• Has proven experience in leading and supervising a team
• Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
• Ability to multi-task, prioritize responsibilities, and take initiative on projects

RECRUITERS DO NOT CONTACT

Pay: $110,000.00 - $120,000.00 per year

Benefits:

• 401(k) matching
• Continuing education credits
• Dental insurance
• Health insurance
• License reimbursement
• Life insurance
• Opportunities for advancement
• Paid time off
• Paid training
• Vision insurance

Experience:

• Public accounting: 5 years (Required)

License/Certification:

• CPA (Required)

Ability to Commute:

• Agoura Hills, CA 91301 (Required)

Work Location: In person

Salary : $110,000 - $120,000