Tax Supervisor

Weiss & Company LLP; Glenview (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses and individuals in Illinois. The Tax Supervisor role focuses on preparing corporate, partnership, individual, and trust returns and providing tax planning input.

You will review returns, identify risks, interact with clients on planning matters, and stay current with tax law changes. Strong analytical and communication skills are essential.

Qualifications

• Bachelor’s degree in Accounting or related field required; Master’s degree preferred.
• 5+ years of experience preparing and reviewing tax returns; some supervisory experience preferred.
• Completion of CPA Exam, or working toward, is highly preferred.

Responsibilities

• Preparation of corporate, partnership, individual and trust income tax returns, including multi-state returns.
• Detailed review and analysis of tax returns, identifying potential tax issues.
• Interact with clients regarding tax planning, return prep, and tax-related questions.
• Perform, document, and summarize research and conclusions on tax issues.
• Ensure client compliance with authorities while suggesting strategies to minimize tax burden.
• Stay up-to-date on current tax practices and changes in tax law.

Skills

Strong analytical skills

Excellent communication

Delegation skills

Education

Bachelor's degree in Accounting

Master's degree in Accounting/Taxation (preferred)

CPA Exam completed or in progress (highly preferred)

Tools

CCH/RIA tax software

CCH Document/BNA/CCH Fixed Assets

Job description

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team!

Job Overview:

The Tax Supervisor is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers, and working with tax software applications to complete tax returns.

Primary Responsibilities:

• Preparation of corporate, partnership, individual and trust income tax returns, including multi-state returns
• Detailed review and analysis of tax returns including identification and documentation of potential tax issues
• Interact directly with clients regarding tax planning, return preparation, and communication of tax- related information, including client questions, concerns, etc.
• Perform, document, and summarize research and conclusions regarding specific tax issues
• Ensure client compliance with all applicable authorities, while providing effective strategies to minimize their tax and reporting burdens
• Remain up-to-date on current tax practices and changes in tax law

Qualifications:

• Bachelor’s degree in Accounting or other relevant field required. Master’s degree in Accounting or Taxation preferred
• 5+ years of prior experience preparing and reviewing tax returns. Some supervisory experience preferred
• Completion of CPA Exam, or working toward, highly preferred

Additional Skills:

• Proficiency in Microsoft Office Suite
• Experience with tax research software such as CCH and RIA. Also, in tax compliance software, such as CCH Document, BNA, CCH Fixed Assets beneficial
• Solid verbal and written communication skills
• Strong analytical, research and critical thinking skills
• Ability to prepare business, trust and individual tax returns
• Ability to effectively delegate work as needed