Tax Supervisor

Margolis & Villegas Accountancy Corporation; Pasadena, Northern (CA, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Margolis & Villegas Accountancy Corporation in Pasadena, CA is seeking a Tax Supervisor to lead tax engagements from planning to completion. You will supervise staff, mentor juniors, and build strong client relationships while ensuring timely and accurate tax filings across federal, state, and local jurisdictions.

The role requires a CPA or EA, at least four years of tax preparation and two years of review, and strong communication and organizational skills to manage multiple client engagements.

Qualifications

• Bachelor’s degree in accounting with an active CPA license or EA certification.
• 4+ years tax preparation experience and 2+ years of review.
• Proficiency in preparation and review of work papers.
• Excellent written and verbal communication skills.
• Strong organizational skills to manage multiple client engagements.

Responsibilities

• Prepare and review tax returns.
• Work with staff to ensure tax returns are completed on time and per firm processes.
• Act as primary client point of contact for the firm.
• Oversee the calculation and analysis of tax strategies for clients.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Provide leadership and supervision to Staff.
• Effectively manage deliverables and deadlines.

Skills

Tax preparation

Leadership / supervision

Client relationship management

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree with CPA or EA

Job description

Join Our Team · Margolis & Villegas · Pasadena, CA

A full-service CPA firm is seeking a Tax Supervisor. This position requires an experienced tax
professional as well as exceptional interpersonal and supervisory skills. In this position, you will
take a lead role from planning to completion, including supervision/mentoring of staff and
building/maintaining relationships with clients.

Key Responsibilities

• Prepare and review tax returns
• Work with staff to ensure tax returns are completed correctly by required deadlines and
  under firm processes
• Act as primary client point of contact for the firm
• Oversee the calculation and analysis of tax strategies for clients
• Identify and research technical issues to ensure compliance with federal, state, and local
  tax laws
• Provide both leadership and supervision to Staff
• Effectively manage deliverables and/or deadlines

Required Qualifications

• Bachelor’s degree in accounting or related field with an active CPA license or an Enrolled
  Agent (EA) certification
• Minimum 4 years of tax preparation experience and Minimum of 2 years of review
• Proficiency in preparation and review of work papers
• Excellent written and verbal communication skills
• Strong organizational skills to manage multiple client engagements

Margolis & Villegas Accountancy Corporation is proud to be an affirmative action/equal
opportunity employer. All qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, national origin, disability, veteran status, or any other status
protected under local, state or federal laws.