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Tax Supervisor - Alternative Investments

Job Title: Tax Supervisor – Alternative Investments

Reports To: Manager(s), Partner(s)

Summary: The Tax Supervisor is responsible for the review and preparation of income tax workpapers to ensure compliance with federal and state tax laws. The Tax Supervisor will assist and provide support to Tax Managers and Partners.  Takes an increasing role in the firm’s business and practice development activities.

Essential Duties and Responsibilities:

  • Mentor, supervise and train staff and seniors through counsel, guidance and coaching; evaluate performance and participate in individuals’ performance reviews.
  • Supervise tax engagements and assist in providing innovative tax planning, consulting, and compliance services to clients
  • Preparation of complex  federal and multi-state  individual, trust, partnership, and S & C Corporation income tax returns
  • Review income tax returns prepared by staff and make recommendations on return preparation regarding accuracy and tax saving opportunities
  • Proficient at Federal and state tax research and manage IRS and State tax notices to resolution
  • Ability to prioritize and manage client engagements from start to finish, which includes planning, executing, directing, managing to budget and communicating status with manager/partner
  • Delegate work as appropriate and hold staff and seniors accountable for the work that has been delegated to them
  • Develop effective and proactive relationships with clients to provide superior client service
  • Provide recommendations for business and process improvements based upon the technical knowledge gained relative to the client’s operations, processes, and business objectives
  • Manage client accounts including billing and various client matters
  • Demonstrate competency in technical skills, work quality and application of professional and firm standards
  • Proficient in tax software including ProSystem fx Engagement, fixed assets and tax and XCM  
  • Responsible to develop and maintain strong client relationship on all assigned clients through quality and timely service and communication.  Perform self-reviews to correct errors
  • Continually work to increase quality of work through asking questions and being receptive to review notes and feedback
  • Develop an thorough understanding of Firm policies, processes, and procedures


  • Attained Bachelor’s degree from four-year College or university or higher degree preferred
  • CPA license, licensed attorney or significant progress working toward CPA licensure
  • Four to seven years related experience and / or training
  • Ability to show strong leadership and mentoring capabilities
  • Strong analytical, written and verbal communication skills
  • Strong technical skills in accounting, tax preparation and review

Supervisory Responsibilities: 
Manages Senior Tax Associates and Tax Associates. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

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