Tax Supervisor

Gelman LLP; Irvine (CA); On-site; USD 110,000 - 135,000; Full time

Job summary

Gelman LLP in Irvine, California seeks a Tax Supervisor to manage the tax work of Staff and Senior Accountants. The role focuses on reducing partner/manager time spent on coordination and reviews, while supervising staff, performing detailed reviews, and delivering fully completed engagements on time and to firm standards.

The position requires CPA or EA certification, a Bachelor’s degree in Accounting, and strong analytical, problem-solving, and communication skills.

Qualifications

• CPA or EA certification is required.
• Bachelor's degree in Accounting.
• Strong analytical, problem-solving, and time management skills.
• Clear written and verbal communication.
• Ability to work independently and ethically.

Responsibilities

• Prepare and review corporate, partnership, individual, fiduciary, and other returns.
• Engagement planning and administration: scheduling, budgets, and client information requests.
• Review staff work and provide feedback as directed by manager/partner.
• Review IRS/FTB notices and draft responses.
• Prepare accurate tax workpapers and depreciation schedules.
• Assist with client accounting and tax issues.

Skills

Analytical thinking

Time management

Written and verbal communication

Independent work

Education

CPA or EA certification

Bachelor's degree in Accounting

Job description

Position Summary

The Tax Supervisor works independently to manage the tax work of Staff and Senior Accountants. The goal of the role is to minimize the time partners and managers spend coordinating engagements and performing detailed review. The Tax Supervisor supervises and trains staff, performs detailed review, and presents multiple fully completed engagements to the manager or partner on time and within firm quality standards. The level of work depends on each engagement's complexity, the degree ofdelegation, and staff availability.

Key Responsibilities

• Prepare and review corporate, partnership, individual, fiduciary, and other returns, includingself-review checklists
• Take responsibility for engagement planning and administration: scheduling, prior-year file review,budgets, and client information requests
• Perform detailed review of staff work as directed by the manager or partner, and provide feedback
• Review IRS/FTB notices, draft responses, and review related staff work
• Prepare and review BNA tax projects, prepare 1099s, and prepare or supervise business propertytax filings
• Prepare accurate tax workpapers, including trial balances and depreciation schedules
• Assist with and resolve client accounting and tax issues
• Perform all work according to the firm's methods, policies, and procedures

Client Service

• Manage client relationships independently, including business development meetings and ongoingclient relations
• Promptly handle client inquiries and requests, and identify value-added services
• Maintain strict confidentiality of all client information
• Communicate professionally and effectively with all levels of client personnel

Communication

• Act as a primary resource for staff on tax issues
• Keep managers and partners informed of engagement status and significant issues
• Monitor due date summary reports and prepare accurate weekly backlog reports
• Provide clear written communication in internal and external correspondence
• Provide reasonable time estimates and communicate promptly if deadlines are at risk

Technical Skills

• Intimate knowledge of the Internal Revenue Code, regulations, and other tax authority standards
• Complete complex tax research, review research performed by others, and propose solutions usingRIA, IRC, Spidell, and similar resources
• Act as a tax technical resource for the firm
• Proficient in preparing and reviewing returns in Pfx Tax

Staff Management & Development

• Assign, manage, and review the work of Staff and Senior Accountants
• Train staff and seniors, give timely, specific feedback, and provide coaching
• Assess strengths and development needs, and provide challenging assignments and growthopportunities
• Delegate effectively, clarify roles, set clear priorities and performance standards, and removeobstacles
• Monitor progress and control your own and the team’s time on engagements
• Support team members in balancing personal commitments while meeting client deadlines

Measurements of Success

• Plan, prepare, and complete engagements independently with minimal review notes
• Demonstrate maturity, poise, and self-confidence with clients and firm personnel
• Enter time daily, use XCM, and prepare weekly schedules ahead of the scheduler's deadline
• Meet billable hour budgets, with realization improving with experience
• Commit to training, continuing education, and external networking groups

Education, Certification & Skills

• CPA or EA certification required
• Bachelor's degree in Accounting
• Strong analytical, problem-solving, and time management skills
• Ability to work independently and efficiently and interpret written and oral instructions
• Clear written and verbal communication skills
• Professional, honest, ethical, and team oriented

Working Conditions

• 55 billable hours per week required February 1 through April 15 and September 1 through October