What are the responsibilities and job description for the CPA Tax Supervisor position at WorkStaff USA?
PostJobMatches By WorkStaff USA is a leading staffing agency in the job placement industry, providing top-notch professionals to facilities across the country. Our team of experienced recruiters work together to match the best candidates with the right job and / or business opportunities.
Today we are hiring a CPA, Tax Supervisor for our client in Houston, TX.
This client is a leading public accounting firm dedicated to providing exceptional financial services to their clients. They specialize in serving high net worth individuals and families, offering tailored solutions to meet their unique tax and financial needs.
Position Overview :
This firm is seeking a highly skilled and motivated Tax Supervisor to join their team. This role will involve overseeing tax compliance and advisory services for their high net worth clients.
The ideal candidate will possess strong technical tax knowledge, exceptional interpersonal skills, and the ability to manage multiple projects effectively.
Key Responsibilities :
- Supervise and mentor a team of tax professionals in the preparation and review of individual, trust, and estate tax returns for high net worth clients.
- Provide comprehensive tax planning and advisory services, addressing complex tax issues related to wealth management, estate planning, and charitable giving.
- Stay current with tax laws and regulations to ensure compliance and optimize tax strategies for clients.
- Build and maintain strong relationships with clients, offering proactive communication and support throughout the tax process.
- Collaborate with other departments within the firm to deliver integrated financial services.
- Assist in the training and development of junior staff members, providing guidance on technical tax issues and career growth.
- Prepare and present reports and recommendations to clients, highlighting tax-saving opportunities and strategies.
- Participate in business development efforts by identifying potential clients and contributing to marketing initiatives.
Qualifications :
Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is required.
Minimum of 3 years of experience in public accounting, with a focus on tax services for high net worth individuals.
Candidate with extensive Public Accounting Experience with Mid Level Firms.
Experience with HWNI, Estates, Trusts, S Corps & Partnerships.
In-depth knowledge of individual and estate tax regulations, compliance, and planning strategies.
Strong analytical skills with a keen attention to detail and accuracy.
Excellent verbal and written communication skills, with the ability to explain complex tax concepts clearly to clients.
Proven leadership skills and experience in managing a team.
Proficient in tax software and Microsoft Office Suite; experience with [specific software, if applicable] is a plus.
What We Offer :
Competitive salary and performance-based bonuses.
Comprehensive benefits package, including health, dental, and retirement plans.
Opportunities for professional development and continuing education.
A collaborative and supportive work environment.
Skills and Certifications [ bold indicates required]
Compensation
Base Salary - USD $115,000 to $135,000
Commission Compensation - No
Bonus Eligible - No
Overtime Eligible - No
Full-time
Benefits - Full
Relocation Assistance Available - No
Interview Travel Reimbursed - No
Candidate Details
5 to 7 years experience
Seniority Level - Mid-Senior
Management Experience Required - No
Minimum Education - Bachelor's Degree
Security Clearance Required : No
Visa Candidate Considered : No
Compensation :
115,000-$135,000 per year
Salary : $115,000 - $135,000
