The Tax Supervising Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and Supervising Senior skills are required. The Tax Supervising Senior makes decisions on all but the most unusual tax situations.
Responsibilities
- Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Assumes responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
- Delegates tax research projects to achieve an accurate and efficient product.
- Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
- Assumes tax preparation responsibility for the more complex business returns.
- Assumes client service responsibility for clients the tax Supervising Senior works directly with or clients where the responsibility is delegated from the partner or manager.
- Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
- Occasional same day travel for work at clients' offices, meetings, and seminars using personal vehicle.
- Occasional out-of-town travel with overnight stay for work at clients, meetings, seminars using a personal vehicle.
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
- Participates in firm's practice development efforts through involvement with referral sources, community and industry activities.
- Supervisory Responsibilities:
- Responsible for the development and training of senior, semi-seniors and staff accountants.
- Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.
- Supervises tax staff and provides on-the-job training.
- Works to develop responsible, trained staff by issuing performance evaluations, developing training aids, and acting as an instructor in professional development programs.
Qualifications
- At least five (5) years' experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
- At least two (2) years' experience representing clients before taxing authorities.
- Minimum of one (1) year experience supervising and directing work of tax preparers.
- Bachelor's degree in accounting required, master's degree in taxation preferred.
- Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.