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Tax Supervisor

Springline Advisory
Rochester, NY Full Time
POSTED ON 9/16/2026 CLOSED ON 10/24/2026

What are the responsibilities and job description for the Tax Supervisor position at Springline Advisory?

About Our Team

EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About The Role

As a Tax Supervisor on the Tax and Business Services team, you will oversee client work, review tax and financial deliverables, and help guide professionals responsible for tax compliance and business advisory services. You will build strong client relationships, support the team’s development, and contribute to the continued growth and quality of the practice.

What You’ll Do

  • Build and maintain strong client relationships by understanding business needs and providing timely tax and business advice.
  • Serve as a key client contact, address questions and concerns, and identify opportunities to provide additional services.
  • Review and oversee the preparation of tax returns, financial statements, and related deliverables while ensuring deadlines are met.
  • Stay current with federal and state tax laws, regulations, and industry standards to support accurate compliance and planning services.
  • Supervise, mentor, and support tax and business services professionals by assigning work, setting expectations, and providing feedback.
  • Perform regular quality reviews to promote accurate, consistent, and complete client deliverables.
  • Provide business advisory support, including financial analysis, forecasting, budgeting, and tax-efficient planning strategies.
  • Support business development through networking, proposal development, client presentations, and cross-selling opportunities.
  • Manage multiple clients and projects simultaneously while maintaining responsiveness, confidentiality, and attention to detail.
  • Participate in ongoing professional development and firm-sponsored training.

About You

  • Bachelor’s degree in accounting is required; Master’s degree in accounting is preferred.
  • At least four years of recent public accounting experience, including two or more years of supervisory experience.
  • CPA certification or significant progress toward licensure is preferred. Strong candidates with relevant experience may be considered without current CPA pursuit.
  • Experience preparing and reviewing individual and business tax returns, including S corporations, C corporations, partnerships, and state and local tax filings.
  • Strong leadership, client service, organizational, problem-solving, analytical, and interpersonal skills.
  • Ability to prioritize multiple clients, projects, and deadlines while producing accurate, high-quality work.
  • Excellent written and verbal communication skills with a professional and discreet approach to confidential information.
  • Experience with tax research software and Microsoft Excel. ProSystem fx experience is preferred, but systems training is available.
  • Proficiency with tax preparation and accounting software such as QuickBooks, CCH Axcess, or comparable programs is a plus.
  • Commitment to continuous learning and staying current on tax laws, regulations, and industry trends.

Why Join Us

Benefits

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:

  • Flexible Work Environment: With EFPR’s 2080 Annual Hours Policy for accounting professionals, combined with our Flex Policy and competitive compensation and benefits package, EFPR remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
  • Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
  • Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and allow you to share in the rewards.
  • Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and a growth mindset.
  • Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

EFPR, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Estimated Salary Range: $85,000 - $105,000.

This salary range is a good faith estimate based on the responsibilities of the role and typical market data across multiple U.S. geographies. Actual pay will depend on the candidate’s location, depth of experience, specialized skills, and overall qualifications.

Salary : $85,000 - $105,000

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