Tax Supervisor - Middleton, United States - Drake & Company

Description

Job Description

Our client has an immediate opening for a full-time Tax Supervisor. This position has a hybrid work schedule.. The ideal candidate will have 5+ years of previous tax preparation experience. A current CPA certification would be preferred, but is not required.

Responsibilities:

• Review business (including Forms 1120, 1120S and 1065) and individual income tax returns to satisfy compliance requirements and support effective business planning
• Prepare and review financial statements to enable effective, timely and informed decision-making
• Establish and maintain effective client relationships through regular communications, including on-site visits
• Develop and maintain ongoing relationships with potential clients and sources for referrals
• Manage monthly client billings
• Assist in developing departmental procedures and processes
• Mentor, motivate and train entry-level staff and interns by providing guidance and serving as a professional role model
• Grow the firm through new business while also identifying new services for existing clients
• Conduct tax research using Checkpoint and Intelliconnect research tools and convey information to clients
• Represent and promote the firm at a variety of events including, but not limited to: networking events, client events and at college career fairs

Qualifications:

• 5+ years previous tax preparation experience
• Current CPA certification preferred, but not required
• Experience and knowledge of relevant federal and state tax laws and regulations
• Knowledge of GAAP and other special-purpose framework for financial statements
• Excellent team skills, positive attitude, and high ethical standards
• Excellent communication, organizational, and attention to detail skills
• Ability to manage multiple projects in a deadline-driven environment
• Commitment to quality and timely completion of work
• Strong computer skills and proficiency in Microsoft Office and various tax and accounting software including CCH products, Creative Solutions products, and research tools