What are the responsibilities and job description for the Tax Supervisor position at PBMares LLP?
We?re in search of a Tax Supervisor to join our growing firm. The Supervisor is a technical position, which functions to coordinate the various phases of an engagement, including logistics, staff requirements, client meetings, and job planning and scheduling, in partnership with the manager or partner. The Supervisor?s role is to be involved in business development, staff management, and administrative functions. The Supervisor acts in a junior leadership role, setting an ethical and technical example for direct reports and colleagues.
PBMares Core Values:
- Integrity
- Trust
- Respect
- Accountability
- Caring
What you get:
- Diverse work engagements.
- Ability to coach and mentor junior team members.
- The opportunity to grow and shape the future of the firm.
- Full benefits: medical, dental, vision, 401K match, & HSA
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Company investment of a minimum of 40 hours learning and development annually
- Path to Partner Program
What you'll do:
- Demonstrates leadership skills, directing engagements and special assignments.
- Develops and trains staff providing technical guidance and coaching on work papers.
- Prepares complex tax returns.
- Oversees and reviews completed tax returns while providing constructive feedback and researching technical issues.
- Manages client relationships as the point of contact during the engagement.
- Demonstrates area of focus and specialization including serving on tax committees.
- Prepares performance reviews for direct reports, delegates work, and contributes to staff development.
- Develops a professional and community network of referral sources.
- Completes special projects as assigned.
Position Requirements:
- Bachelor?s degree in Accounting or Bachelor?s degree with an accounting concentration or equivalent
- 2 years of experience with a CPA or EA OR 3 years of experience without a CPA or EA
- EA, CPA or actively pursuing your CPA as demonstrated by currently scheduled for or have taken an exam in the past 12 months with the intentions of obtaining their CPA within 18 month of starting the process.
- Strong working knowledge of tax law and other professional standards/regulations
- Experience preparing less complex returns for S-Corporations, C-Corporations, LLC?s, Partnerships, high wealth individuals, consolidated or multi-state returns and nonprofits