Tax Supervisor

Jobot; Stamford (CT); On-site; USD 120,000 - 130,000; Full time

Job summary

Jobot in Stamford, CT, is seeking an experienced Tax Supervisor to lead client engagements, review complex tax work, and mentor staff. The role emphasizes ownership of engagement planning, client communication, and team development while staying technically involved.

The ideal candidate has five or more years in public accounting, CPA licensure preferred, and a strong grasp of federal/state tax compliance and planning.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or a closely related field.
• CPA license or active progress toward CPA licensure preferred.
• Approximately five or more years of progressive public accounting experience.
• Demonstrated experience preparing and reviewing complex tax returns.
• Experience supervising, reviewing, or mentoring accounting professionals.
• Strong understanding of federal and state tax compliance and planning concepts.
• Ability to manage multiple engagements, deadlines, and client priorities simultaneously.
• Proficiency with tax preparation, accounting, engagement management, and Microsoft Office applications.
• Strong written, verbal, analytical, and organizational skills.
• Ability to exercise professional judgment and work with limited supervision.

Responsibilities

• Prepare and review complex federal, state, and local tax returns.
• Review workpapers and supporting documentation for accuracy, completeness, and compliance with professional standards.
• Research tax matters and stay current on changes in tax law.
• Apply sound judgment to tax, accounting, and financial reporting matters.
• Prepare client correspondence, reports, financial statement footnotes, and other engagement-related documentation.
• Identify tax planning strategies and communicate opportunities to firm leadership and clients.
• Plan, supervise, and complete tax engagements from initial scheduling through final delivery.
• Coordinate engagement timelines, staff assignments, budgets, and deadlines.
• Monitor engagement progress and staff productivity against work plans.
• Review completed work and resolve workflow issues with leadership.
• Manage multiple client engagements and assist with billing and administration.
• Lead, train, and mentor staff and senior accountants.
• Provide feedback and contribute to performance discussions.
• Promote firm policies and professional standards.

Skills

Analytical skills

Written/verbal communication

Organizational skills

Education

Bachelor's degree in Accounting/Taxation

CPA licensure preferred

Tools

Microsoft Office

Job description

Salary: $120,000 - $130,000 per year

Tax Supervisor Opportunity | Path to Manager | Tenured Team Support

A bit about us:

An established public accounting firm is seeking an experienced Tax Supervisor to help lead client engagements, review complex tax work, and develop accounting staff. This position is ideal for a public accounting professional who enjoys remaining technically involved while taking greater ownership of engagement planning, client communication, and team development.

Why join us?

• Take ownership of complex tax engagements while remaining closely involved in the technical work.
• Develop and mentor emerging accounting professionals.
• Work directly with firm leadership and a diverse portfolio of clients.
• Provide meaningful tax planning and advisory support beyond routine compliance.
• Build toward continued growth and expanded leadership responsibility within the firm.

Job Details

Position Summary

The Tax Supervisor is responsible for planning, coordinating, and completing tax engagements while maintaining a high standard of technical accuracy and client service. This individual will prepare and review complex tax returns, oversee engagement workflows, supervise staff, and communicate important developments to firm leadership.

Key Responsibilities

Tax Compliance and Technical Review

• Prepare and review complex federal, state, and local tax returns.
• Review workpapers and supporting documentation for accuracy, completeness, and compliance with professional standards.
• Research tax matters and remain current on relevant changes in tax law.
• Apply sound judgment to tax, accounting, and financial reporting matters.
• Prepare client correspondence, reports, financial statement footnotes, and other engagement-related documentation.
• Identify tax planning strategies and communicate potential opportunities to firm leadership and clients.

Engagement Management

• Plan, supervise, and complete tax engagements from initial scheduling through final delivery.
• Coordinate engagement timelines, staff assignments, budgets, and deadlines.
• Monitor engagement progress and staff productivity against established work plans.
• Review completed work, resolve technical or workflow issues, and communicate significant developments to firm leadership.
• Manage multiple client engagements simultaneously while maintaining quality and responsiveness.
• Assist with client billing and other engagement administration as needed.

Team Leadership and Development

• Lead, train, and mentor staff and senior accountants.
• Provide clear instructions regarding engagement responsibilities and expected work quality.
• Review team members’ work and direct revisions when necessary.
• Provide timely, constructive feedback and contribute to employee development and performance discussions.
• Promote consistent application of firm policies, procedures, and professional standards.
• Help create an environment that supports collaboration, accountability, and continued learning.

Client Service

• Build and maintain trusted relationships with clients.
• Provide timely, accurate, and responsive service that meets or exceeds client expectations.
• Maintain clear communication with clients and internal engagement teams.
• Assist clients with tax planning, compliance questions, and special projects.
• Recognize opportunities to expand services based on client needs.
• Support the development of new and existing client relationships.

Firm Support

• Assist firm leadership with administrative or operational responsibilities as assigned.
• Participate in recruiting, training, and developing accounting professionals.
• Contribute to internal process improvements and practice development initiatives.
• Maintain proficiency with firm technology, including tax preparation, engagement management, time and billing, spreadsheet, and document-processing software.
• Participate in professional or community activities when appropriate.
• Perform additional responsibilities based on client and firm needs.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or a closely related field.
• CPA license or active progress toward CPA licensure preferred.
• Approximately five or more years of progressive public accounting experience.
• Demonstrated experience preparing and reviewing complex tax returns.
• Experience supervising, reviewing, or mentoring accounting professionals.
• Strong understanding of federal and state tax compliance and planning concepts.
• Ability to manage multiple engagements, deadlines, and client priorities simultaneously.
• Proficiency with tax preparation, accounting, engagement management, and Microsoft Office applications.
• Strong written, verbal, analytical, and organizational skills.
• Ability to exercise professional judgment and work with limited supervision.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.