Tax Supervisor / CPA

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

Benefits offered by this job

Healthcare coverage

Paid time off

Life insurance

401(k) plan

Professional development opportunities

Job summary

Baratz & Associates P.A. in Marlton, NJ is seeking a Tax Supervisor to lead and review tax engagements in person. You will mentor staff and coordinate complex returns for individuals, fiduciaries, corporate and partnership entities, with ASC 740 and ASC 718 emphasis.

The role requires strong communication, attention to detail, and the ability to work with partners and clients. A Bachelor's in Accounting and CPA pursuit, plus public accounting in a small to mid-sized firm, are preferred.

Qualifications

• Bachelor’s degree in Accounting with 5-8 years of public accounting experience preferred.
• Pursuing or holding CPA designation strongly preferred.
• Strong knowledge of accounting principles and financial reporting.

Responsibilities

• Prepare and review tax returns for individuals, fiduciaries, corporations, and partnerships.
• Advise on ASC 740 and ASC 718 matters, including stock compensation and business combinations.
• Review Form 990 and related schedules; prepare financial statements and management letters.
• Mentor staff, delegate tasks, and communicate with partners and clients.

Skills

Attention to detail

Communication skills

Mentoring

Leadership

Time management

Education

Bachelor’s degree in Accounting

Tools

Microsoft Office

QuickBooks

Thomson Reuters

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.

Minimum Requirements:

• 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