Tax Supervisor

R & A CPAs; Tucson (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Wellness resources

Job summary

R & A CPAs in Tucson, AZ seeks a Supervisor, Tax to lead tax engagements, oversee staff, and deliver exceptional client service. The role requires strong leadership, technical tax expertise, and the ability to manage multiple engagements while communicating with partners and clients.

Travel up to 20% is required. You will handle tax planning, respond to IRS/state notices, review complex 990s and trusts, and contribute to business development and firm improvement initiatives.

Qualifications

• Bachelor's degree in accounting or related field; CPA preferred.
• Four to six years of tax compliance and review experience in a medium to large public accounting firm or equivalent.
• Ability to travel up to 20%.

Responsibilities

• Lead client service and relationship management for tax clients.
• Oversee engagements for multiple entities; manage budgets and timelines.
• Prepare tax planning, estimates, and responses to IRS/state notices.
• Review tax returns (Entities, Individuals, Trusts, 990s) with high complexity.
• Provide mentoring and performance feedback to staff.
• Assist in business development and marketing content.
• Coordinate with partners and managers on engagement progress.

Skills

Leadership

Client service

Relationship management

Staff supervision

Tax planning

Audits

Mentoring

Networking

Business development

Education

Bachelor's degree in accounting

CPA certification

Tools

Microsoft Word

Excel

Accounting software

Job description

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Wellness resources

Position Overview

The Supervisor, Tax possesses strong leadership and management skills and a high degree of technical expertise. This role is proficient in business development and client service and knowledgeable about the firm's products and services. This is an exempt position within the Tax department, based in Tucson, AZ, with travel required up to 20%.

Duties and Responsibilities

Client Service

• Understands client industries and accounting techniques specific to client needs.
• Serves as a relationship manager; maintains consistent communication with clients.
• Develops strong working relationships with senior members of client personnel.
• Provides recommendations on business and process improvements to clients.

Engagement Delivery

• Performs client work in accordance with the firm's Quality Control Document and Policies and Procedures documents; monitors for compliance with current professional standards.
• Accepts primary responsibility for oversight of lower-level staff members; consistently and proactively manages staff in completing high-quality work within budgets and timelines.
• Manages engagements for multiple business and exempt organizations, including high-complexity projects; acts as the in-charge accountant for the most complex engagements.
• Prepares research memoranda and other documents to effectively convey guidance and conclusions.
• Maintains consistent communication with partners, managers, and staff regarding engagement workflow, progress, and planning.
• Prepares engagement proposals for manager sign-off.
• Handles federal, state, and local tax audits.
• Prepares tax planning and estimates as applicable; plans for more complex clients.
• Analyzes IRS and state notices; handles response to the agency and communication to clients.
• Reviews IRS and state notice responses prepared by other tax personnel.
• Prepares Entities and Individuals at a high complexity with minimal review note feedback.
• Reviews Entities and Individuals at a high complexity with minimal review note feedback.
• Prepares Trusts and 990s at a high complexity with minimal review note feedback.

Administration

• Alerts the administrative department to new projects.
• Communicates with the front desk regarding out-of-office time due to client meetings, PTO, etc.
• Accepts work from other departments for the good of the team when required.
• Provides recommendations on firm business and process improvements.
• Enters and releases time daily.

Practice Improvement and Team Support

• Takes ownership of mistakes; accepts responsibility for fixing the problem.
• Acts as a resource for seniors, supervisors, managers, and partners.
• Fosters and encourages the career growth of seniors and associates; shares credit for team accomplishments and adopts a coaching attitude to assist less-experienced staff.
• Provides ongoing performance feedback to staff.
• Delegates to and supervises seniors and associates in a supportive and constructive manner.
• Indicates willingness and eagerness to take on challenging tasks whenever necessary.
• Demonstrates willingness to take on a lower level of work for the good of the team when required, not for the purpose of improving managed client metrics.
• Provides direction to staff regarding time management during slow times throughout the year.
• Participates in training R&A personnel; assists in developing training programs and materials.
• Identifies the capability of the firm to provide additional needed services for clients of all areas; communicates these opportunities to partners or managers and presents to prospective clients.
• Learns tax manager job responsibilities; develops the skills and qualities to assume such duties and begins to perform those duties as directed by management.
• Obtained CPA or other professional certifications.
• Participates in networking and recruiting events.
• Contributes to the community through volunteer work or community service projects.
• Maintains active membership in professional associations; serves on a board of directors.
• Contributes to the accounting profession through article writing, mentoring, or other activities.
• Assists in the creation of digital content for marketing.

Key Performance Indicators

• Client satisfaction.
• Profitability of practice area and projects.
• Qualitative assessment by peers and partners.
• Team satisfaction, retention, development, and advancement.

Knowledge, Skills, and Abilities

• Understands firm ethics, values, philosophy, and procedures and demonstrates them consistently with staff and clients.
• Excellent analytical, technical, time management, communication, active listening, collaboration, and quality management skills.
• Demonstrated experience in practice development and business development.
• Knowledge of firm products and services.
• Strong skills in Microsoft Word and Excel; experience with other accounting software a plus.

Experience Requirements

• Bachelor's degree in accounting or related field required; CPA certification a plus.
• Four to six years of tax compliance and review experience in a medium to large public accounting firm or equivalent.
• Ability to work additional hours as needed and travel to various client sites.