Full-Time

Individual Tax Supervisor

Smoker & Company

Smoker & Company

Compensation Overview

$100k - $125k/yr

+ Bonus

Lititz, PA, USA

In Person

Bachelor's

Category
Accounting (1)
Required Skills
Microsoft Office
Requirements
  • A minimum of 3 years of public accounting experience.
  • A minimum of 1 year of management, supervisory, or team-lead experience.
  • Strong working knowledge of individual income tax preparation, review, compliance, and related tax research.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced tax season environment.
  • Strong verbal and written communication skills.
Responsibilities
  • Review individual income tax returns, including Forms 1040, and related schedules, for accuracy, completeness, and compliance with federal, state, and local tax requirements.
  • Research and resolve complex individual tax issues, including notices, audits, missing information, and compliance matters.
  • Review estimated tax calculations, projections, and supporting documentation.
  • Identify tax-saving opportunities and planning strategies for individual taxpayers.
  • Stay current on tax law changes and communicate relevant updates to staff and clients.
  • Manage the day-to-day operations of the individual tax team and monitor work progress throughout the tax season.
  • Assign, distribute, and rebalance work to promote efficiency, productivity, and timely completion of returns.
  • Maintain accurate work lists and ensure projects continue moving through the workflow pipeline.
  • Coordinate with managers, partners, and upper management regarding client issues, deadlines, and project status.
  • Recommend and implement workflow improvements, quality-control procedures, and process enhancements.
  • Supervise, mentor, and train tax preparers, staff accountants, interns, seasonal team members, and senior tax associates.
  • Provide technical guidance, coaching, and ongoing feedback to team members.
  • Conduct group training at the start of tax season and provide one-on-one training as needs arise.
  • Assist with onboarding new team members and maintaining training procedures.
  • Review and update training materials annually to support consistency and continuous improvement.
  • Participate in recruiting efforts, including interviews and job fairs, to identify strong interns and seasonal tax team members.
  • Identify high-performing interns who may be candidates for full-time employment.
  • Collaborate with human resources and management on potential hiring recommendations and candidate presentations.
  • Support department growth by developing strategies that improve workflow, training, reviews, and team performance.
  • Serve as a trusted point of contact for individual tax clients, as appropriate.
  • Communicate filing requirements, deadlines, tax notices, and planning opportunities clearly and professionally.
  • Build and maintain strong client relationships through responsive, accurate, and courteous service.
  • Maintain confidentiality of client financial information and uphold firm standards for professionalism and integrity.
Desired Qualifications
  • A bachelor's degree in accounting, finance, or a related field.
  • A Certified Public Accountant license or Enrolled Agent credential.
  • Experience supervising interns, seasonal staff, or tax preparers.
  • Proficiency with Microsoft Office and tax preparation or workflow management software.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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