Tax Supervisor

Sivad Consulting; New York (NY); On-site; USD 125,000 - 155,000; Full time

Job summary

Sivad Consulting in New York, NY is seeking a Tax Supervisor/Manager to oversee engagements from planning to completion and ensure deadlines and client expectations are met.

You will develop a deep understanding of clients' businesses and tax objectives, prepare and review tax returns, and collaborate with partners and staff to deliver high-quality results for diverse entities.

Qualifications

• CPA or EA is required.
• Bachelor's or Master's degree in Accounting or a related field.
• 5–7+ years of public accounting experience.
• Strong experience with individual, corporate, and partnership taxation.
• Experience with high-net-worth individuals and families.
• Experience supervising, mentoring, and developing tax professionals.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple engagements and meet strict deadlines.

Responsibilities

• Oversee tax engagements from initial planning through completion, ensuring deadlines and client expectations are met.
• Prepare, review, and manage tax deliverables, including tax returns, extensions, tax planning calculations, and related work.
• Prepare and review complex U.S., multi-state, and international income tax returns.
• Communicate with the IRS and state tax agencies regarding audits, inquiries, tax notices, and other client matters.
• Supervise, mentor, and assist with the professional development of tax staff.

Skills

Public accounting

Tax research

Client management

Mentoring staff

Education

CPA or EA

Bachelor's or Master's in Accounting

Job description

Tax Supervisor/Manager – New York, NY

Salary Range: $125,000 - $155,000

Key Responsibilities

• Oversee tax engagements from initial planning through completion, ensuring deadlines and client expectations are met.
• Develop a strong understanding of clients' businesses, financial situations, and tax objectives.
• Prepare, review, and manage tax deliverables, including tax returns, extensions, tax planning calculations, and related work.
• Work with various entity types, including:
• High-net-worth individuals, Trusts and estates, C-Corporations,
• S-Corporations, Partnerships, Multi-state entities
• Prepare and review complex tax planning projections for individuals and business entities.
• Prepare and review complex U.S., multi-state, and international income tax returns.
• Manage and monitor client deliverables, deadlines, and engagement workflow.
• Conduct complex tax research and prepare technical memoranda outlining findings and conclusions.
• Communicate with the IRS and state tax agencies regarding audits, inquiries, tax notices, and other client matters.
• Delegate projects to staff based on their skills and workload.
• Provide technical accounting and tax guidance to staff as needed.
• Supervise, mentor, and assist with the professional development of tax staff.
• Communicate directly with clients, colleagues, management, and IRS representatives regarding various tax matters.
• Develop and maintain strong relationships with existing clients.
• Assist with business development activities, including:
• Meeting with prospective and existing clients
• Preparing fee quotes and proposals
• Evaluating client needs
• Identifying additional tax and advisory opportunities
• Maintaining strong knowledge of tax software, processes, and engagement workflows.
• Assist with employee training, onboarding, and ongoing technical development.
• Participate in consulting engagements and special projects as requested by management and clients.
• Work closely with Partners and other members of the tax department.

Required Qualifications

• CPA or EA required.
• Bachelor's or Master's degree in Accounting or a related field.
• 5–7+ years of public accounting experience.
• Strong experience with individual, corporate, and partnership taxation.
• Previous experience working with high-net-worth individuals and families.
• Experience with tax compliance, tax review, planning, and advisory services.
• Strong client-management and communication skills.
• Experience supervising, mentoring, and developing tax professionals.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple engagements and meet strict deadlines.

Preferred Experience

• HNW individual tax experience.
• Experience with trusts, estates, and gift taxation.
• Experience handling complex tax planning and projections.
• Multi-state tax experience.
• Experience working with closely held businesses and related entities.
• Business development and client relationship management experience.
• Candidates located in New York or New Jersey are highly preferred.