Tax Supervisor: Client Advisory & Tech-Driven Planning

Templeton Advisors; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Templeton Advisors seeks an experienced Tax Supervisor to join a growing CPA firm serving clients across Fort Lauderdale and West Palm Beach. You will manage complex tax returns, mentor staff, and provide practical tax planning guidance to a broad client base including individuals, families, partnerships, trusts, and corporations.

Ideal candidates hold a CPA or are within one year of licensure, with 3+ years of public accounting experience and a focus on client service and technology-enabled tax

Qualifications

• 3+ years of progressive tax experience in public accounting.
• Experience reviewing complex federal/state returns and managing client engagements from planning through delivery.
• Strong tax research, analytical, written communication, and client-facing skills.
• Experience and interest in tax technology and process improvement.
• Ability to supervise, coach, and develop junior staff.

Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and high-net-worth clients.
• Serve as primary client contact, building trusted relationships and providing responsive, high-quality service.
• Integrate, test, and optimize tax software, data workflows, and automation tools.
• Identify tax planning opportunities and advise on strategies to minimize tax exposure and support business or personal financial goals.
• Perform tax research, interpret federal and state tax guidance, and communicate findings clearly to clients, partners, and internal teams.
• Supervise, train, and mentor staff and senior accountants, including reviewing workpapers and returns for accuracy, completeness, and technical quality.
• Coordinate multiple client engagements, deadlines, budgets, and deliverables during busy season and throughout the year.
• Assist with IRS and state tax notices, audits, and client inquiries as needed.
• Collaborate with partners on client advisory opportunities, process improvements, and practice growth initiatives.

Skills

Tax planning

Client relationships

Staff mentoring

Tax research

Written communication

Analytical thinking

Public accounting

Process improvement

Education

Bachelor's degree in Accounting

Master's in Taxation or related field

Active CPA license or in progress

Tools

Microsoft Office

CCH

ProSystem fx

UltraTax

Engagement

Fixed Assets

Job description

Templeton Advisors seeks an experienced Tax Supervisor to join a growing CPA firm serving clients across Fort Lauderdale and West Palm Beach. You will manage complex tax returns, mentor staff, and provide practical tax planning guidance to a broad client base including individuals, families, partnerships, trusts, and corporations.

Ideal candidates hold a CPA or are within one year of licensure, with 3+ years of public accounting experience and a focus on client service and technology-enabled tax