Tax Supervisor: Lead Engagements & Mentorship (Hybrid)

DeLeon & Stang CPA's & Advisors; Frederick (MD); Hybrid; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

DeLeon & Stang CPAs & Advisors is seeking an experienced Tax Supervisor to advance into management responsibilities. The role targets an established Senior Tax Accountant or current Supervisor with strong technical, review, and mentoring skills, ready to lead client engagements and develop the tax practice.

The successful candidate will oversee planning-through-delivery of tax engagements, manage staff, nurture client relationships, and identify growth opportunities while partnering with

Qualifikationen

• Bachelor's degree in Accounting or related field.
• 5+ years of recent public accounting tax experience with individual and business returns.
• Demonstrated experience overseeing engagements and guiding staff.
• Experience delegating assignments, mentoring staff, and coordinating multiple deadlines.
• Strong client relationship management, communication, and problem-solving skills.
• CPA or EA designation preferred; progress toward certification considered.
• Experience with UltraTax, SurePrep, Thomson Reuters applications, or QuickBooks is a plus.

Aufgaben

• Review individual and business tax returns, including complex engagements, ensuring technical accuracy and compliance.
• Oversee assigned tax engagements from planning through completion, coordinating deadlines, workflow, and deliverables.
• Serve as a primary point of contact for assigned clients, managing relationships and providing proactive communication.
• Delegate work to staff based on experience, capacity, and development opportunities.
• Provide technical guidance, review feedback, and ongoing coaching to junior and senior tax professionals.
• Participate in tax planning, projections, and advisory services, identifying opportunities to provide additional value to clients.
• Identify opportunities to expand services for existing clients, including tax planning, consulting, advisory services, and other solutions that support their business and financial goals.
• Participate in prospective client meetings, relationship-building activities, and new business development opportunities, with an interest in becoming increasingly involved in generating new business.
• Develop an understanding of client list growth, profitability, and business development strategies while working alongside managers and partners.
• Monitor engagement progress, budgets, and profitability while maintaining quality and efficiency.
• Collaborate with managers and partners to resolve complex tax matters and address client needs.
• Assist with staff training, workflow improvements, and implementation of consistent departmental procedures.
• Support staff development through regular feedback, mentoring, and identification of growth opportunities.
• Take an active role in departmental initiatives and contribute to a collaborative, accountable team environment.

Jobbeschreibung

DeLeon & Stang CPAs & Advisors is seeking an experienced Tax Supervisor to advance into management responsibilities. The role targets an established Senior Tax Accountant or current Supervisor with strong technical, review, and mentoring skills, ready to lead client engagements and develop the tax practice.

The successful candidate will oversee planning-through-delivery of tax engagements, manage staff, nurture client relationships, and identify growth opportunities while partnering with