Job purpose
Working with management, Supervisors help to lead, coach and train Seniors and Staff in various areas of tax compliance and across consulting engagements in a collaborative effort to help clients minimize tax liabilities.
Duties and responsibilities
Commitment to Client Service
- Collaborates with others to provide quality service to clients
- Engages in professional and efficient communication with clients
- Promotes additional services to client when appropriate
- Communicates with the IRS and other state authorities in a professional manner when applicable
- Stays abreast of current economic and business events
Technical Skills
- Accurately prepares complex partnership, S Corporation and individual tax returns, including projections and estimate calculations
- Efficiently reviews tax returns from Seniors and Staff
- Develops a working knowledge of partnership taxation including book-ups under §704(b) and step-ups under §754
- Develops an advanced understanding of IRC sections 1445 (FIRPTA) and 1446 along with related tax forms (1042, 8804, 8805)
- Ability to review partnership agreements with management
- Accurately performs research and writes technical memorandums in a readable format
- Researches and prepares work papers for various book to tax differences
- Identifies area of specialization and is continuously refining skills, knowledge and expertise
Leading People
- Effectively motivates, utilizes and supervises Staff and Seniors
- Supports Seniors, Staff and Interns in professional development
- Trains Seniors, Staff and Interns on both how to prepare and review returns
- Builds and maintains positive relationships across the firm
- Contributes and supports new ideas
Business Results
- Executes feedback to minimize repeated errors and apply new concepts
- Maintains open communication with management regarding the progress of completion on projects
- Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
- Enters time daily
Executive Presence
- Participates in Firm events
- Commits to outside reading, studying and professional growth
- Actively studying and preparing for the CPA certification