What are the responsibilities and job description for the Tax Supervisor / Manager Based on Experience position at Simione Macca & Larrow LLP?
Job Summary
We are seeking an experienced Tax Supervisor or Manager to join our team at an established, full-service CPA firm.
This is an excellent opportunity for a tax professional who enjoys working directly with clients, preparing and reviewing complex tax returns, developing tax planning strategies, and mentoring staff.
The position will have significant responsibility for managing tax engagements from planning through completion, while working closely with Partners and clients. The level of responsibility will be based on the candidate's experience, technical expertise, CPA status, client-management experience, and ability to independently manage tax engagements.
Duties
- Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, trusts, and other entities.
- Manage tax engagements from planning through completion.
- Review work prepared by Staff and Senior Accountants.
- Research and resolve complex federal and state tax issues.
- Prepare and review tax projections and estimated tax calculations.
- Develop and communicate tax planning opportunities for individuals, business owners, and closely held businesses.
- Assist with tax notices, examinations, transactions, entity restructuring, and other special projects.
- Serve as a primary tax contact for assigned clients.
- Develop and maintain strong, long-term client relationships.
- Communicate directly with business owners, executives, and individual clients.
- Supervise, train, and mentor Staff and Senior Accountants.
- Work with Partners and the firm's audit and accounting teams on client matters.
- Identify opportunities to provide additional tax, accounting, audit, and advisory services.
- Contribute to improving tax processes, technology, and workflow.
Qualifications
What We're Looking For
- Bachelor's degree in Accounting, Finance, or a related field.
- 5–10 years of public accounting experience, with significant tax experience.
- Strong experience preparing and reviewing individual and business tax returns.
- Strong knowledge of federal and state taxation.
- Experience with partnerships, S corporations, and closely held businesses.
- Experience supervising and reviewing Staff and Senior Accountants.
- Strong tax research and analytical skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple clients, engagements, and deadlines.
- Strong attention to detail and commitment to quality.
Preferred Qualifications
- Active CPA license strongly preferred.
- Experience with CCH Axcess, ProSystem fx Fixed Assets, Engagement, and CCH AnswerConnect.
- Experience with tax planning for business owners and high-net-worth individuals.
- Multi-state tax experience.
- Trust and estate tax experience.
- Experience independently managing client relationships.
- Experience with complex federal and state tax research.
Why Join Us?
- Direct access to Partners and clients
- Meaningful responsibility and autonomy
- Opportunity to manage a diverse portfolio of tax clients
- Significant client interaction and tax planning opportunities
- Leadership and mentoring opportunities
- Broad exposure to individual and business taxation
- Collaborative environment within a 30-person CPA firm
- Opportunity for continued professional growth and advancement
- Competitive compensation and benefits
The Opportunity
We're looking for someone who wants to take ownership of client relationships and become a trusted resource for both clients and the firm.
Whether you're ready for your next step as a Tax Supervisor or you're an experienced Tax Manager looking for greater responsibility and client ownership, we'd like to hear from you.
AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. Simione Macca & Larrow LLP is an equal opportunity/affirmative action employer and strongly encourages the application of women, minorities, and persons with disabilities
Pay: $80,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Health savings account
- Opportunities for advancement
- Paid time off
Work Location: In person
Salary : $80,000 - $130,000