Job Description
We are looking for a proactive and accountable Remote Tax Supervisor with a CPA license who is eager to build strong relationships with clients and grow as a team leader. If you are passionate about leading a team and making a meaningful impact, we would love to hear from you!
### Job Description
Supervisory Responsibilities:
- Oversee the tax team, managing workloads, setting priorities, and ensuring tasks are completed accurately and on time.
- Assign projects, review work, and provide constructive feedback for continuous improvement.
- Conduct performance reviews and address any team-related issues that may arise.
Essential Job Functions:
- Supervise and support a dynamic team of Tax and Financial professionals, ensuring accountability and effective communication.
- Assist in the training and development of new employees to foster growth and team cohesion.
- Proactively review team members' work, offering real-time feedback and coaching to enhance performance.
- Provide guidance, support, and training as needed to maintain high morale and productivity.
- Conduct weekly check-ins with team members to ensure alignment and address any concerns.
- Lead client kick-off meetings with the Sales Team, building strong rapport with clients.
- Prepare and review financial statements, reports, and analyses for internal and external stakeholders, ensuring accuracy and compliance with regulatory requirements.
- Organize and attend quarterly meetings with clients to review their progress and provide feedback and estimated tax projections.
- Review clients' year-to-date business and personal income, recalculating required estimated payments and consulting on tax strategies.
- Manage tax return preparation, conduct tax issue/strategy research, address tax notices, and perform final reviews and sign-offs on tax returns.
- Implement tax reduction strategies effectively and ensure compliance with local, state, and federal regulations.
- Provide accounting support to the team as necessary.
- Perform other duties as assigned to support team objectives.
### Requirements
- Must hold a valid CPA license.
- A minimum of 5 years of tax experience with proven success as a Tax Senior or Tax Associate.
- Strong understanding of accounting principles and payroll knowledge.
- Familiarity with the tax code for individuals and small businesses, including experience with SCorp and Partnership returns.
- Proficiency in QuickBooks Online (QBO), QuickBooks Desktop (QBD), and Ultra Tax.
- Experience with project management software such as Asana, Notion, Monday, or ClickUp is a plus.
- Ability to maintain confidentiality and build strong relationships both internally and externally.
- Excellent verbal and written communication skills.
- Strong leadership qualities, with the ability to mentor and motivate team members.
- In-depth knowledge of financial regulations and tax laws.
- Strong analytical and problem-solving abilities.
- Capable of working independently and collaboratively to meet deadlines.
- Excellent planning, multitasking, time management, and customer service skills.
- Attention to detail and accuracy in financial recordkeeping is essential.
### Additional Information
Benefits:
- Health insurance coverage
- Vision, dental, and life insurance paid by the firm
- Simple IRA with a 3% match after one year; contributions can begin from Day 1
- Discretionary bonuses
- Paid time off, including 38 hours of sick leave
- 3 to 4 weeks of negotiable vacation time
- Provided technology, including a prebuilt computer and phone
If this position resonates with you, please apply and include your most recent resume. We look forward to hearing from you!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Job Tags
Full time, Local area,