Supervisor
Ithaca tax
Job Type
Full-time
Description

Reports to PIC for each assignment and Tax and Audit department heads overall

Major Function: Prepare and review a variety of income tax returns with .

Nature & Scope of Responsibilities: The supervisor will be responsible for a wide range of assignments including tax planning, consulting and projections, the preparation and/or review of complex individual and business income tax returns that involve foreign tax issues.  


Tax Functions (if applicable):

  • Prepare and/or supervise preparation of individual, business, fiduciary and other tax returns prepared by the firm. Often moving toward at least one specialty area
  • Develop an expertise of specialized IRC sections, regulations and interpretations while maintaining general overall knowledge
  • Maintain proficiency in tax research including knowledge of the reference sources available to the firm and participate in and direct research projects
  • Prepare tax projections and become knowledgeable with respect to tax planning strategies
  • Handle tax audits
  • Maintain contact with clients

General:

  • Know, understand, follow and enforce the firm’s policies and procedures
  • Submit all work for review and assist in review of staff work
  • Strive to meet chargeable hours budget
  • Keep PIC informed of status of work in relation to client needs and due dates
  • Recognize potential problem areas in specific engagements and discuss them with person responsible for engagement
  • Keep up with professional reading to stay current on changing laws and regulations
  • Attend in-office and external training programs to expand technical knowledge; prepare for and lead in-office training
  • Possess technical knowledge sufficient to supervise staff and senior accountants
  • Prepare for and pass CPA exam, if not previously done
  • Assist in firm administrative functions as assigned by firm management
  • Develop network of referral sources through active involvement in professional and civic organizations
  • Look for opportunities to provide additional services to clients
  • Develop understanding of billing procedures
  • Possess creativity in evaluating client service procedures and recommend improvements in those systems
  • Overall responsibility to monitor progress of engagements under their charge in relation to budgets and due dates
  • Perform other duties as may be assigned from time to time


Requirements

  

· Bachelor’s degree in Accounting or similar field

· CPA or enrolled agent required

· Five+ years experience in the preparation or review of tax returns with international components. provision and tax treaties. 

· Provide international tax technical guidance to tax professionals firm-wide. 

· Ability to research complex tax issues

· Excellent communication skills and experience successfully managing client relationships

· Creative problem solving skills

· Independent worker

· Experience with forms 1040NR, 5471, 5472 and 8833 is a must.