Tax Supervisor

Templeton Advisors; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Templeton Advisors seeks an experienced Tax Supervisor to join a growing CPA firm serving clients across Fort Lauderdale and West Palm Beach. You will manage complex tax returns, mentor staff, and provide practical tax planning guidance to a broad client base including individuals, families, partnerships, trusts, and corporations.

Ideal candidates hold a CPA or are within one year of licensure, with 3+ years of public accounting experience and a focus on client service and technology-enabled tax

Qualifications

• 3+ years of progressive tax experience in public accounting.
• Experience reviewing complex federal/state returns and managing client engagements from planning through delivery.
• Strong tax research, analytical, written communication, and client-facing skills.
• Experience and interest in tax technology and process improvement.
• Ability to supervise, coach, and develop junior staff.

Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as primary client contact, building trusted relationships and providing responsive, high-quality service.
• Integrate, test, and optimize tax software, data workflows, and automation tools.
• Identify tax planning opportunities and advise on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Skills

Tax planning

Client relationships

Staff mentoring

Tax research

Written communication

Analytical thinking

Public accounting

Process improvement

Education

Bachelor's degree in Accounting

Master's in Taxation or related field

Active CPA license or in progress

Tools

Microsoft Office

CCH

ProSystem fx

UltraTax

Engagement

Fixed Assets

Job description

We are seeking an experienced Tax Supervisor to join a growing CPA firm serving clients across the Fort Lauderdale and West Palm Beach markets. This role is ideal for a public accounting professional with broad expertise who enjoys managing client relationships, reviewing complex returns, mentoring staff, and providing practical tax planning guidance to privately held businesses, high-net-worth individuals, partnerships, S corporations, trusts, estates, and other closely held entities as well as maintain a future focus on tax technology and best practices.

Key Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as a primary client contact, building trusted relationships and providing responsive, high-quality service throughout the year.
• Integrate, test, and optimize tax software, data workflows, and automation tools rather than just preparing standard returns
• Identify tax planning opportunities and advise clients on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Qualifications

• Active CPA license or obtaining within one year
• Bachelor’s degree in Accounting required; Master’s in Taxation, Accounting, or related field preferred.
• 3+ years of progressive tax experience in public accounting, ideally with a CPA firm serving closely held businesses and individual clients.
• Experience reviewing complex tax returns and managing client engagements from planning through delivery.
• Experience and desire to continue working within tax specific technology a plus
• Demonstrated ability to supervise, coach, and develop junior team members.
• Strong tax research, analytical, written communication, and client-facing skills.
• Proficiency with Microsoft Office and professional tax software; experience with CCH, ProSystem fx, UltraTax, Engagement, Fixed Assets, or similar platforms preferred.