Senior Tax Supervisor

Eakes & Company, CPA's; San Diego (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Vision insurance

Disability insurance

Paid holidays

Job summary

Eakes & Company, CPA's is a full-service CPA firm in San Diego led by Principal Thor Eakes. We are seeking a Senior Tax Supervisor to join our on-site team, handling complex federal, state, and local returns for individuals, corporations, partnerships, and trusts using Lacerte.

You will prepare supporting documentation, review workpapers, ensure compliance, and interact with clients and tax authorities. You will also develop proactive tax planning strategies, meet with clients to walk through

Qualifications

• Bachelor's degree in accounting; Master's in taxation a plus.
• EA or CPA (or working towards either).
• Experience with business entities (Corporations, S-Corps, Partnerships, LLCs).
• Ability to work independently and collaboratively in a team.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and fiduciaries using Lacerte.
• Prepare supporting documentation by gathering and organizing financial data.
• Analyze and review tax workpapers for completeness and accuracy.
• Ensure compliance with tax regulations and maintain accurate records.
• Establish priorities and communicate with clients and tax authorities.
• Prepare tax projections for year-end planning.
• Meet with clients to review returns and projections.
• Respond to tax notices, examinations, and audits as a tax resource.

Skills

Communication skills

Teamwork

Education

Bachelor's degree in accounting

Master's degree in taxation

EA or CPA

Tools

Lacerte

Canopy

Job description

Company Description

Eakes & Company, CPA's is a full-service CPA firm led by Principal Thor Eakes, who has been serving clients for more than 30 years. The firm serves business clients and high net worth individuals throughout San Diego County, providing tax, financial, and business planning services tailored to each client’s goals.

The team is known for being accessible, truly listening, and delivering proactive strategies that support long-term success. Eakes & Company takes pride in implementing practical solutions in a professional and efficient manner.

Role Description

The Senior Tax Supervisor is a full-time, on-site role based in San Diego, CA. This role is responsible for:

• Preparing federal, state, and local tax returns for individuals, corporations, partnerships, trusts and fiduciary tax returns using Lacerte.
• Preparing supporting documentation by gathering, organizing and reviewing financial data and documents.
• Analyze and review tax workpapers and provide constructive feedback to ensure completeness and accuracy.
• Ensure compliance with federal, state, and local tax regulations while maintaining accurate tax records, workpapers, and documentation.
• Establishing priorities and communicating with clients and tax authorities.
• Prepare tax projections to assist with year-end tax planning
• Meet with clients to walk them through their tax returns and tax projections
• Answer general tax questions for clients throughout the year
• Develop proactive tax planning strategies to help clients reduce tax exposure and make informed financial decisions.
• Research complex tax issues, monitor legislative and regulatory changes, and provide clear recommendations to clients and internal teams.
• Provide responses to tax notices, examinations, and audits while serving as a key tax resource, including communications with the IRS and state taxing authorities.
• Serve as primary contact for client inquiries, collaborating with partners to deliver excellent client service and manage client relationships.
• Researching current tax and GAAP issues.
• Ensuring compliance with tax regulations and authorities.

Qualifications

• Minimum of 5 years of public accounting experience in individuals, business or corporate taxation
• Leverage cloud-based tax platforms (e.g., Lacerte, Canopy) to drive efficient workflows and accuracy
• EA or CPA (or working towards either)
• Bachelor's degree with an emphasis in accounting; Master's degree in taxation a plus
• Experience focused on business entities (i.e., Corporations, S-Corps, Partnerships and LLCs)
• Ability to work independently and collaborate as part of a team
• Excellent written and verbal communication skills are required.

Health insurance

401(k) matching

Paid time off

Vision insurance

Disability insurance

Paid holidays

Why Join Eakes & Company?

We are a close-knit team of professionals who enjoy working together and serving our clients. We strive to help one another to grow our careers, we shared a mission to help communities with meaningful impact while building a strong professional network. We value family and a fully believe in the importance of maintaining work-life balance even during tax season!