Supervisor - Tax and Business Services

Wegner CPAs; Madison (WI); On-site; USD 95,000 - 140,000; Full time

Job summary

Wegner CPAs is seeking a qualified professional to provide tax and accounting services, supervising, developing, and mentoring staff while ensuring high client satisfaction.

The role emphasizes supervising staff on engagements, reviewing returns, and driving business development through client relations and strategic marketing efforts.

Qualifications

• Minimum of four years of progressive accounting experience.
• Proficiency in Microsoft Office.
• Proficient in CCH Axcess Tax and Document Software.
• Prior supervisory experience desired.
• Demonstrated knowledge of GAAP.
• Demonstrated effective teamwork and leadership skills.
• Excellent written and verbal communication skills.
• Previous experience in a public accounting firm is desired.

Responsibilities

• Prepare complex business tax returns and financial statement engagements.
• Research client questions and provide useful business advice.
• Review tax returns and financial statements.
• Manage clients and serve as a relationship manager.
• Develop and execute a Personal Marketing Plan.
• Increase attendance at client events.
• Identify niches or sectors and engage with relevant associations.
• Participate in new client proposals.
• Mentor team members and provide feedback, ensuring work is allocated.
• Evaluate performance of Staff and Senior Accountants and recommend training.

Skills

Microsoft Office

GAAP knowledge

Leadership

Communication skills

Supervisory experience

Teamwork

Verbal communication

Tools

CCH Axcess Tax and Document Software

Job description

Position Mission: Responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients, while supervising, developing and mentoring staff.

Local Candidates Only Please

How will you achieve this mission?

• Prepare complex business tax returns and financial statement engagements


• Research client questions and provide useful business advice


• Serve as a resource by reviewing tax returns and financial statements


• Assume increasing levels of responsibility for managing clients and be a relationship manager


• Develop and execute a Personal Marketing Plan


• Increase attendance at client events


• Identify niches or sectors in which to develop contacts, begin attending non-client events in these niches or sectors, and/or begin active membership in relevant associations


• Participate in new client proposals


• Serve as a mentor to team members, provide critical and constructive feedback, and keep team members supplied with work=


• Evaluate performance of Staff and Senior Accountants and recommend training needs


• Supervise Staff and Senior Accountants on larger engagements

What will you need to achieve this mission?

• Minimum of four (4) years of progressive accounting experience leading to and/or related to the duties and responsibilities specified


• Proficiency in Microsoft Office


• Proficient in CCH Axcess Tax and Document Software


• Prior supervisory experience desired


• Demonstrated knowledge of GAAP


• Demonstrated effective teamwork and leadership skills


• Possess excellent written and verbal communication skills


• Previous experience working in a public accounting firm is desired

Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.