Senior · National
CBIZ, Inc. · Riverhead, New York · Hybrid
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Supervise tax engagements, review workpapers and tax returns, and manage client relationships for varied clients.
Worth knowing: Some local travel to client locations required
Company: Job title: Tax Supervisor Location: Riverhead, NY, United States #LI-CL1 #LI-Hybrid Responsibilities Performs compilations and reviews for clients in various industries. Project manages one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives. Performs a detailed review of the assignment team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes. Reviews trial balance and general ledgers for businesses Prepare applicable tax returns or review applicable returns prepared by junior staff Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner Ensure complete client satisfaction through open communication, managing expectations, and meeting deadlines A track record of delivering quality work for clients; demonstrating an understanding of the client's business and relevant professional standards and maintaining excellent client relationships A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities Creative problem-solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues A professional services background with experience of working across clients while actively seeking new learning opportunities to stay technically up to date building on their knowledge of the firm's service offerings Attend professional development and continuing education sessions on a regular basis Some local travel to client locations required Preferred Qualifications Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems. Experience with accounting software. Solid organization skills with a demonstrated ability to multi-task.
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