What are the responsibilities and job description for the Tax Supervisor position at VFG Advisory LLC?
Tax Supervisor
Company: VFG Advisory
Department: Tax
Location: New Jersey
Job Type: Full-time
About the Role
The Tax Supervisor oversees client engagements, manages a portfolio of business, and provides leadership to tax staff. This role combines technical expertise in tax compliance and planning with strong leadership skills to ensure high-quality client service, staff development, and business growth.
Client & Technical Ownership
- Manage a book of business by building, developing, and maintaining strong client relationships.
- Serve as an expert in preparing and reviewing corporate tax returns (1065, 1120, 1120S) and high-net-worth individual returns (1040).
- Provide advanced expertise in trust and estate planning, including estate, trust, and gift tax compliance, individual income tax, and foreign financial reporting.
- Hold responsibility for the technical quality and financial performance of assigned tax clients.
- Lead client service delivery, ensuring solutions are effective, proactive, and aligned with client needs.
Team Leadership
- Oversee, mentor, and train senior associates and staff, ensuring continuous professional growth and technical development.
- Actively participate in staff development initiatives, fostering a collaborative and supportive environment.
- Collaborate with colleagues across regions and functions to provide integrated service offerings and support firmwide initiatives.
- Develop and implement business plans while guiding staff in their client-facing roles.
Key Performance Indicators
- Book of business retained and grown year over year.
- Senior associates and staff under this role's mentorship show measurable technical and professional growth.
- Client engagements delivered proactively, with issues surfaced and resolved before they escalate.
QualificationsRequired
- Bachelor's degree in Accounting required.
- Minimum 7 years of experience in public accounting.
- Proven ability to establish and maintain strong client relationships.
- Strong accounting, tax, and analytical skills.
- Proficiency in Microsoft Office Suite required; experience with QuickBooks a plus.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to work additional hours as required to meet client deliverables.
Preferred
- CPA license.
- Experience with CCH ProSystem fx, CCH Planner, BNA, and PPC software.
Compensation & Benefits
- 401(k) plan with employer matching
- Comprehensive medical, dental, and vision coverage
- Paid time off, including Summer Fridays
- Continuing professional education support
- On-site fitness facility and wellness benefits
- Direct exposure to high-net-worth and complex client engagements
- Defined growth trajectory within a full-service CPA and advisory firm
VFG Advisory is an equal opportunity employer.
Pay: $95,000.00 - $120,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you have experience with CCH ProSystem fx, CCH Planner, BNA, and PPC software
Experience:
- Public accounting: 7 years (Preferred)
License/Certification:
- CPA (Preferred)
Work Location: In person
Salary : $95,000 - $120,000