Tax and A&A Supervisor

Position Purpose

Fulfill the corporate mission and vision by performing Tax and A&A Supervisor duties in accordance with Firm values.

Performance Expectations

The Tax and A&A supervisor purpose will be achieved by effectively demonstrating:

A. Lead, manage, and hold accountable people, processes, and projects.
B. Work with Supervisors to ensure staff utilization. 
C. Monitor training needs with Tax and A&A Staff.

Duties

The Tax and A&A Supervisor purpose position will be achieved by effectively demonstrating:

A. Completion of tax returns, financial statements and other accounting related tasks as assigned by the Department Supervisor.

1. Planning and support for completion of routine Tax, Accounting & Auditing projects and tasks ensuring Clients, Senior Account Managers, and Account Managers are satisfied with the service they receive.
2. Support and backup Operations Manager when and as needed ensuring consistent, on-time completion of tax projects and tasks according to processes and procedures by monitoring work flow, coaching, mentoring, re-teaching, and taking corrective action when required.
3. Review Tax returns ensuring accuracy, compliance, and continual improvement of Tax Staff.
4. Assist in developing clear, standardized processes and procedures for proficiently performing projects and tasks in the areas of Tax, Accounting and Auditing, such as completing and reviewing business tax returns; tax-related reports and forms.
5. Execute and support quality control procedures to ensure firm operations align with best practices and reporting documents comply with AICPA standards.
6. Completion of tax returns, financial statements, and other more complex accounting tasks as assigned by the Operations Manager.
7. Regularly handles more complex, special projects.
8. Capable of performing all Tax Staff duties:
   1. Prepare, examine, and evaluate accounting records, financial statements, and other required financial reports according to approved procedures to obtain accuracy, completeness, and reporting conformance.
   2. Compute taxes owed and prepare tax returns according to approved procedures, ensuring compliance with payment, reporting and other tax requirements.
   3. Provide ongoing client support, as directed by the Department Manager, by systematically gathering information, adjusting journal entries, keeping records, examining reports, answering questions, and providing ongoing technical assistance.
   4. Evaluate business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses.
   5. Determine financial status of establishment according to procedures by evaluating financial and information systems to ensure transactions are recorded, compliance is revealed, systems record reliability and data is entered with integrity.
   6. Execute and support quality control procedures to ensure firm operations align with best practices and reporting documents comply with AICPA Standards.
   7. Prepare detailed reports on audit findings according to approved procedures by reviewing data about materials, assets, liabilities, net worth, capital stock, income, and expenditures; and detecting deficient controls, duplicated effort, extravagance, fraud, or no-compliance with laws, regulations, and management policies.
   8. Report asset utilization and audit results to management with recommendations for operations and financial activities; and confer with company officials about financial and regulatory matters.
   9. log services provided so records are consistently accurate, updated, and available.

B. Professional development leadership and supervision

1. Maintain professional, positive attitude that supports values of the Firm.
2. Assist Operations Manager in evaluating and developing the Tax Staff team in a manner that continually upgrades their skills and abilities.
   1. Create and execute individual and department training to ensure department personnel maintain proficient knowledge, skills, and abilities in the areas of tax.
   2. Provide Operations Manager with feedback on Tax personnel's performance using approved procedures to identify individual strengths and areas requiring further development.
   3. Support execution of individual professional development plans.
   4. Monitor personnel on an ongoing basis to remain aware of department strengths and weaknesses in relation to core competencies and changes in the areas of tax.
3. Review appraisal findings and collaboratively create professional development plans with the Operations Manager.
4. Communicate, collaborate with and support Operations Manager, other Department Managers, and Account Managers ensuring their needs are met.
5. Maintain expert knowledge, skills, and abilities in the areas of tax through participation in continuing education courses, seminars, and other learning opportunities.
6. Remain updated regarding technology advances, general economic trends, political developments, and legislation that could affect the business climate. 
7. Represent the Firm through active civic and community participation.

C. Customer Service initiative

1. Identify, develop and systematically implement agreed upon services that enable the firm to remain on the forefront of customer service delivery.
2. Collaborate with other department personnel by communicating effectively, offering expertise when requested and requesting professional input from other content experts as required.
3. Remain current on approved internal and external services offered by the firm to help clients achieve specific goals or satisfy particular needs.
4. Implement firm procedures for identifying client opportunities and recommending approved services. 

D. Active engagement in continuous department improvement planning and execution.

1. Initiate identification and communication of issues to keep management aware of opportunities for department and/or organizational improvement.
2. Participate in department action planning with other personnel as directed by the Operations Manager.
3. Execute continuous department improvement plans with fidelity.
4. Continuously monitor annual action plan execution and report progress to the Operations Manager.
5. Actively evaluate department plans with the Operations Manager and adapt plans flexibly through daily practice and periodic meetings or work sessions.

E. Compliance with all handbook policies and operational procedures.

F. Completion of other projects and duties assigned by the Department Supervisor and/or Operations Manager.

Position Qualifications

A. Education and Experience

1. A Master's degree in accounting from a nationally accredited post-secondary educational institution or a bachelor’s degree in accounting with at least five years of experience.
2. Experience in accounting with a career history of accurately completing work and other assignments in a timely manner.
3. A current and valid certified public accountant license.
4. In good standing with the American Institute of Certified Public Accountants.

B. Knowledge, Skills and Abilities

1. Customer Service. Demonstrated use of principles and processes for providing outstanding customer service. This includes customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
2. Judgment and Decision Making. Demonstrated ability to systematically consider relative costs and benefits of potential actions; critically analyze related variables; and logically apply reasoning when selecting goals and making plans.
3. Communication. Demonstrated use of communication to understand and correctly interpret information and ideas presented through non-verbal, verbal and written modes as well as to convey information and ideas professionally to individuals and groups through presentation of words, actions, and documentation.
4. Technology. Demonstrated use of computers, Microsoft Office Suite software, internet and other electronic means to gather and disseminate information; communicate with colleagues and customers; construct and revise Word and Excel documents; and store and retrieve data.
5. Economics and Accounting. Demonstrated use of economic and accounting principles/practices, financial market/banking analysis and succinct reporting of financial data.
6. Attendance. Demonstrated ability to consistently arrive to work on time and remain focused on task throughout the day without allowing distractions to interfere with completion of work.

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