Tax Supervisors are responsible for preparing more complex tax returns with little assistance. Supervisors will assist interns, associates, and senior associates with technical and software issues. Supervisors will begin to review more complicated tax returns. Supervisors will communicate with clients regularly and build client relationships. Supervisors will be proficient in tax research and be able to properly document and cite findings.
Assumes full responsibility for supervising projects and special assignments using established Firm policies and procedures.
Develops relationships with clients and provides high quality client service. Adding value to clients’ businesses is an integral part of the job requirements. Begins to learn cross-selling opportunities and refer those opportunities to more qualified professionals.
Coordinates various phases of tax return preparation, budgets time, monitors actual performance against budget, prepares complex tax returns and reviews working papers for accuracy and completeness on less complex projects.
Identify tax issues and planning opportunities as they arise and communicate to Manager, Senior Manager or Partner.
Provides supervision and on-the-job training to staff.
Assigns work to staff members based on their knowledge and capabilities.
Supports training of staff members, offers guidance and direction, gives constructive criticism of working papers.
Ensures that working papers, tax returns, and other client deliverables are accurate and prepared in accordance with professional and Firm standards.
Communicates project’s progress, problems, resolutions, tax activity and other business concerns to Managers, Senior Managers, or Partners.
Assists in recruiting entry-level and experienced staff by serving as “greeters” for on-campus interviews and such other recruiting duties as needed and attend Beta Alpha Psi events, career days, and functions at colleges and universities sponsored by the Firm.
Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
Learns through Performance Advisor or direct Supervisor proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
Participates in Firm’s practice development efforts including expanding services to clients.
Understands the Firm’s business on a day to day basis: billings and collections, proper utilization of staff, Firm policies and procedures, etc.
Participates in Full Potential Development Program and serves as new hire buddy.
Assumes individual responsibility to learn all new technology introduced by the Firm as appropriate for service/practice area.
Such other duties as may be assigned.
Four (4) to five (5) years’ tax experience in public accounting or consulting, demonstrating a progression in complexity and number of projects managed.
Experience with partnerships, estates and trusts is strongly preferred
Bachelor’s or Master's degree in Accounting, or degree appropriate to practice area is required
Must be CPA eligible. Current and valid CPA license is preferred
If CPA, must be a member in good standing with the AICPA and respective state societies
Proficiency in use of computers and computer accounting software, or software appropriate to practice group. Experience with CCH ProSystemfx or CCH Axcess is strongly preferred
Our more than 2,000 team members serve clients from 18 offices and more than 50 project locations across the U.S., and Puerto Rico. INSIDE Public Accounting ranked HORNE the fastest-growing firm in the U.S. for 2021 based on organic growth. Our clients value the construction-specific financial guidance needed to successfully compete, grow and plan for the future.