Senior Tax Supervisor: Proactive Planning & Compliance

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

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