Tax Supervisor / CPA

Baratz & Associates, P.A.; Marlton (NJ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Professional growth

Continuing education

Diverse work environment

Strong leadership and feedback

Work-life balance

Competitive salary

Robust benefits

Job summary

Baratz & Associates, P.A. is seeking a Tax Supervisor to join our in-person team. You will prepare and review individual, fiduciary, corporate and partnership returns, including multi-state filings.

You will focus on ASC 740 and ASC 718 areas, review Form 990 schedules, prepare financial statements with footnotes, and advise on partnership interests. You will lead and train staff, manage assignments, and present findings to partners.

Qualifications

• Bachelor's degree in Accounting with 5-8 years of public accounting experience.
• Working to obtain or have obtained the CPA designation.
• Proficient with Microsoft Office products; QuickBooks; Thomson Reuters software.
• Strong verbal and written communication skills.
• Detail-oriented, self-starter with analytical abilities.
• Willingness to travel to client sites.

Responsibilities

• Prepare and review individual, fiduciary, corporate and partnership tax returns including multi-state returns.
• Focus on ASC 740 including accounting for business combinations and ASC 718 stock compensation.
• Perform an in-depth look at Form 990 and related schedules.
• Prepare financial statements including footnotes and management letters.
• Advise in sale of partnership or LLC interests.
• Manage staff through scheduling and delegation of tasks.
• Present information and respond to questions from partners, managers, clients and the public.
• Attend networking events once a month.

Skills

Detail-oriented

Leadership & mentoring

Client communication

Project management

Education

Bachelor's degree in Accounting

5-8 years public accounting experience

CPA designation (CPA candidate or CPA)

Tools

QuickBooks

Thomson Reuters software

Microsoft Office

Job description

As a Tax Supervisor, you will work in-person as part of a team of professionals who are committed to delivering quality service. The responsibilities as a Tax Supervisor will include, but are not limited to:

• Prepare and review individual, fiduciary, corporate and partnership tax returns including multi-state returns.


• Focus on advanced aspects of ASC 740 including accounting for business combinations and other purchase transactions and stock compensation under ASC 718


• Perform an in-depth look at Form 990 and all related schedules.


• Prepare financial statements including footnotes and management letters.


• Advise the sale of an interest in a partnership or LLC.


• Work on adjustments to basis of partnership/LLC assets


• Knowledgeable of advanced distribution rules


• Perform allocation of income under Section 704(b)


• Understanding of U.S. withholding taxes on foreign business and types of IRS audits


• Contribute to the RAR: Revenue Adjustment Report


• Effectively present information and respond to questions from partners, managers, clients, and the public.


• Identify and communicate accounting matters to managers and partners.


• Assist in training staff through formal and informal mentoring.


• Scheduling, delegating, and managing jobs and tasks to staff members.


• Effectively communicate with other employees, partners and clients


• Resolve moderate issues if Junior and Senior staff without need for manager/partner


• Attend a networking event once a month.


• Learn and uphold the Firm's expectations for work quality and professional development as well as the Firm's cultural and core values.


• Follow the progress of engagements and helps to identify and research accounting and auditing issues as assigned.

We offer:

• Professional growth and development opportunities


• Professional continuing educational opportunities


• A diverse, dynamic, and challenging work environment


• Strong leadership, communication, and feedback


• A lifestyle that includes personal and family time in addition to professional and networking opportunities.


• Help with instituting and creating innovative solutions to the challenges facing our clients.


• The firm offers competitive salary and robust benefits package; 100% paid individual healthcare, life insurance, long-term disability insurance, 401(k) plan, section 125, and generous paid time off, plus paid holidays.


• Bachelor's degree in Accounting with 5-8 years of experience in public accounting experience working in a small to mid-sized firm is preferred


• Working to obtain or have already obtained the CPA designation.


• General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis, and reporting of financial data.


• Proficient with Microsoft Office products.


• Proficient in QuickBooks; Familiar with Thomson Reuters software.


• Candidates must be detail-oriented, self-starters, and demonstrate excellent computer, analytical and effective communication skills.


• Transportation with the ability to travel to client sites.


• Strong verbal and written communication skills