Remote Tax Supervisor - CPA - (JF993795) - RES Consultant Group

CPA Firm is seeking a proactive, accountable professional Remote Tax Supervisor with a CPA license to build strong relationships with clients and grow as a team leader in this role.

Job Description

Supervisory Responsibilities:

• Supervises staff, helps to manage the tax team and workload, sets priorities, and ensures tasks are completed accurately and on time.
• Assigns projects, reviews work, and provides feedback for improvement.
• Conducts performance reviews and addresses issues that arise within the team.

 
Essential Job Functions:

• Supervises, fields questions, and helps to keep an ever-growing team of Tax and Financial professionals accountable.
• Assists with training and development of new employees.
• Proactively reviews team members’ work and provides real-time feedback and coaching.
• Provides guidance, support, and training as needed to maintain high performance and
  morale.
• Conducts weekly check-ins with tax team members.
• Leads client kick-off meetings with the Sales Team, establishing solid rapport with clients as assigned.
• Financial prep, review, and consulting: Prepare and review financial statements, reports, and analyses for both internal and external stakeholders, ensuring accuracy and timeliness in
  accordance with regulatory requirements.
• Quarterly Meetings: Runs or attends meetings with clients to go through how they are doing and provides feedback, and estimated tax projections.
• Quarterly Estimates: Review the client’s YTD business and personal income and recalculate their upcoming required estimated payment, create a list of items to consult with the client.
• Tax Return Preparation, tax issue/strategy research, tax notices, sales tax, financial statement preparation, detail review, final review and signs off on tax returns.
• Understands and applies tax reduction strategies.
• Prepares and/or reviews financial statements.
• Provides accounting support to the team as needed.
• Performs other duties as assigned.

Requirements

• Must be a licensed CPA
• 5 years of Tax experience is required with proven work experience as a Tax Senior/Tax Associate
• Accounting and payroll knowledge
• Basic knowledge of the tax code for individuals and small businesses with experience in SCorp and Partnership returns
• Proficient in QBO, QBD, and Ultra Tax
• Experience with Project Management Software such as Asana, Notion, Monday, ClickUp, a plus
• Maintain confidentiality
• Strong verbal and written communication kills 
• Strong supervisory and leadership skills with the ability to lead, mentor, coach, encourage, and motivate others.
• In-depth knowledge of accounting principles, financial regulations, and tax laws.
• Build strong internal and external relationships 
• Ability to maintain compliance with local, state, and federal regulations.
• Strong analytical and problem-solving skills.
• Works well both independently and in a team to meet deadlines.
• Strong planning, multitasking, time management, and customer service skills are most critical.
• Strong attention to detail and accuracy in financial recordkeeping

Additional Information

Benefits

• Health insurance
• Vision, dental, life - paid by firm
• Simple IRA - match 3% after a year; can contribute from Day 1
• Bonus - discretionary
• PTO 38 hours of sick leave.
• 3 to 4 weeks of vacation - negotiable
• Will provide technology, Prebuilt computer and phone.

If this sounds like a match, please apply, and include your most recent resume. We look forward to hearing from you!