About Job

Reports to PIC for each assignment and Tax and Audit department heads overall

Major Function: Prepare and review a variety of income tax returns with .

Nature & Scope of Responsibilities: The supervisor will be responsible for a wide range of assignments including tax planning, consulting and projections, the preparation and/or review of complex individual and business income tax returns that involve foreign tax issues.

Tax Functions (if applicable):

Prepare and/or supervise preparation of individual, business, fiduciary and other tax returns prepared by the firm. Often moving toward at least one specialty area
Develop an expertise of specialized IRC sections, regulations and interpretations while maintaining general overall knowledge
Maintain proficiency in tax research including knowledge of the reference sources available to the firm and participate in and direct research projects
Prepare tax projections and become knowledgeable with respect to tax planning strategies
Handle tax audits
Maintain contact with clients

General:

Know, understand, follow and enforce the firm’s policies and procedures
Submit all work for review and assist in review of staff work
Strive to meet chargeable hours budget
Keep PIC informed of status of work in relation to client needs and due dates
Recognize potential problem areas in specific engagements and discuss them with person responsible for engagement
Keep up with professional reading to stay current on changing laws and regulations
Attend in-office and external training programs to expand technical knowledge; prepare for and lead in-office training
Possess technical knowledge sufficient to supervise staff and senior accountants
Prepare for and pass CPA exam, if not previously done
Assist in firm administrative functions as assigned by firm management
Develop network of referral sources through active involvement in professional and civic organizations
Look for opportunities to provide additional services to clients
Develop understanding of billing procedures
Possess creativity in evaluating client service procedures and recommend improvements in those systems
Overall responsibility to monitor progress of engagements under their charge in relation to budgets and due dates
Perform other duties as may be assigned from time to time