Tax Supervisor — Lead Client-Centric Tax Planning

Compass Business Solutions, Inc.; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

H2R CPA, a Western Pennsylvania accounting firm with over 65 years in business, seeks a Tax Supervisor to lead the Tax Department Small Business Group and oversee tax engagements for individuals, corporations, and pass-through entities. You will mentor junior staff and ensure exceptional client service.

The role includes proactive tax planning, research, and the preparation of tax returns with rigorous quality control, while coordinating with other departments to deliver tax-ready books for

Qualifications

• Bachelor’s Degree in Accounting required.
• Master’s in Taxation (MST) or Master of Accountancy (MAcc) highly desirable.
• EA credential earned or intent to achieve within first year of employment required.
• Active CPA license or pursuit of CPA license highly preferred.
• Active PTIN required.
• 6+ years of relevant experience in tax accounting and/or public accounting required.
• Proficiency in professional tax preparation software required.
• Demonstrated proficiency utilizing QuickBooks highly preferred.
• Experience with CCH Axcess or ProSystem fx considered a plus.

Responsibilities

• Serve as a primary point of contact for a diverse client portfolio, moving beyond compliance to provide proactive tax consulting.
• Identifies, develops, completes, and reviews basic to moderate tax planning situations; acts as In-Charge on engagements.
• Provide regular and excellent client service by maintaining relationships and handling tax questions.
• Take ownership of the technical accuracy of assignments involving tax returns for individuals and pass-through entities.
• Implement and oversee quality control standards for work papers and memos before final partner review.
• Oversee bookkeeping functions for select clients, including GL, reconciliations, and monthly statements.
• Coordinate with other departments, supervise staff, and mentor junior team members.
• Share knowledge through training opportunities and mentorship.

Education

Bachelor’s Degree in Accounting

Master’s in Taxation or Master of Accountancy

EA credential

Active CPA license or pursuit of CPA license

Active PTIN

Tools

QuickBooks

CCH Axcess

ProSystem fx

Job description

H2R CPA, a Western Pennsylvania accounting firm with over 65 years in business, seeks a Tax Supervisor to lead the Tax Department Small Business Group and oversee tax engagements for individuals, corporations, and pass-through entities. You will mentor junior staff and ensure exceptional client service.

The role includes proactive tax planning, research, and the preparation of tax returns with rigorous quality control, while coordinating with other departments to deliver tax-ready books for