Tax Supervisor

Presti & Naegele - Accounting and Advisory Services; New York (NY); Hybrid; USD 85,000 - 135,000; Full time

Job summary

Presti & Naegele is seeking a Tax Supervisor in hybrid Midtown Manhattan, offering a path to leadership in a mid-size firm with a strong partner-to-staff ratio. You will join a collaborative team focused on delivering accurate tax services and strategic guidance.

Responsibilities include preparing and reviewing individual and business tax returns, providing planning and advisory support, and ensuring timely, accurate financial reporting while maintaining strong client relationships.

Qualifications

• Bachelor’s degree in accounting required; CPA or progress toward CPA strongly preferred.
• Master’s degree in accounting is a plus; CPA/EA preferred or in progress.
• Experience with tax preparation and client communications is essential.

Responsibilities

• Prepare and review federal, state, local tax returns for individuals and businesses.
• Manage client relationships and invoicing processes.
• Provide proactive tax planning and advisory support.
• Oversee financial data review, deadlines, and year-end closings; QuickBooks familiarity a plus.
• Mentor staff and pursue workflow improvements to increase efficiency.

Skills

Client communication

Attention to detail

Leadership

Time management

Education

Bachelor's degree in accounting

Master's degree in accounting

CPA license

EA license or progress toward CPA

Tools

QuickBooks

Microsoft Office

CCH Axcess Practice Suite

Job description

Location: Hybrid (office located in Midtown Manhattan; on-site 2-3 days per week)

Status: Full Time, Employee

Salary: Commensurate with experience; $85,000-$135,000 annually

Experience: Four to Eight Years of relevant experience in the Accounting Industry

Presti & Naegele is a mid-size accounting firm with a diverse client base, seeking a motivated Tax Supervisor to join our team. We invest in our professionals and foster an environment where team members can strengthen their technical skills, build meaningful relationships, and make a visible impact. With smaller client service teams and an excellent partner-to-staff ratio, you will have the opportunity to stand out and have your work recognized by peers, partners, and clients.

Duties and Responsibilities:

As a key member of the tax services team, the Tax Supervisor will perform and oversee a range of accounting and tax responsibilities, including the preparation and review of individual and business tax returns, financial reporting, quarterly payroll, and sales tax filings. The Tax Supervisor will apply technical knowledge, sound judgment, and client service skills in the following areas:

Tax Return Preparation and Review

• Prepare and review federal, state, and local tax returns for businesses, organizations, and individuals, ensuring accuracy and compliance with applicable tax laws and regulations.
• Meet annual billable hour budget

Client Relationship Management

• Develop and maintain meaningful client relationships through clear, direct communication and responsive service.
• Manage multiple client projects efficiently and play an active role in the invoice and accounts receivable process.

Tax Planning and Advisory Support

• Provide proactive, tailored tax planning, consulting, and compliance solutions to help clients optimize their financial positions.

Financial Data Review and Analysis

• Identify, investigate, and resolve inconsistencies or errors in financial records, documents, and reports, recommending appropriate corrective actions when needed.

Project Oversight and Deadline Management

• Manage critical deadlines, including client reporting requirements, to support compliance and avoid potential penalties.
• Maintain transparent communication with team members by providing timely updates to delegators on project status and progress.
• Deliver technically accurate work within established timelines, consistently emphasizing quality, accuracy, and reliability.

Advanced Bookkeeping and Financial Analysis

• Perform mid- to high-level bookkeeping functions, including financial statement analysis and oversight of month-end and year-end closings; review and supervise related work completed by team members. QuickBooks experience is a plus.

Tax Research and Planning

• Conduct tax research, monitor changes in tax laws, and provide planning insights that help identify potential savings opportunities for clients.

Continuous Learning and Industry Engagement

• Maintain current industry knowledge by pursuing educational opportunities, reviewing professional publications, building professional networks, and participating in relevant organizations.

Leadership Collaboration and Team Development

• Collaborate with management to address client-related matters, including accounts receivable issues, while maintaining a strong commitment to client service.
• Provide constructive feedback, mentorship, and training support to staff, contributing to their growth, motivation, and development.

Workflow and Process Improvement

• Recommend improvements to internal controls and processes to increase efficiency, consistency, and effectiveness across the firm.

Skills and Qualifications

• Education and Credentials: Bachelor’s degree in accounting required; master’s degree in accounting and CPA license, EA License or active progress toward CPA licensure, strongly preferred.
• Tax Experience: Prior tax preparation experience required; experience with CCH Axcess Practice Suite is a plus but not required.
• Client Communication: Experience communicating directly with clients preferred, with strong written and verbal communication skills.
• Preparation, Organization and Analysis: Strong organizational skills, attention to detail, ability to manage multiple priorities, and sound quantitative and analytical capabilities.
• We expect that if invited for an interview, you will come to the meeting familiar with our website and service offerings.
• Professional Work Style: Reliable team player with a professional, hands-on approach to work.
• Technology Skills: General computer proficiency required, including working knowledge of Microsoft Office applications such as Word, Excel, and Outlook. Knowledge of QuickBooks accounting software is a plus.