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YHB | CPAs & Consultants · 4 days ago

Tax Supervisor

Winchester, VA

Full-time

Hybrid

Senior Level

YHB | CPAs & Consultants is a firm dedicated to fostering relationships between teams and clients while providing tools for career success. The Tax Supervisor role involves demonstrating technical expertise, managing client relationships, and contributing to business development, while also leading and developing team members.

AccountingComplianceConsultingWealth Management

Responsibilities

Demonstrate a working knowledge of the technical aspects and issues related to their functional and industry specialization

Continue to improve research skills and ability to document findings and conclusions clearly

Continually strive to improve competency with various software programs critical to job performance

Identify technical areas of interest and discuss development of specialization with circle leaders

Effectively communicate with all team members, circle leaders, and clients

Be capable of drafting documentation/correspondence on a variety of often complex subject matter

Develop workpapers and return detail review skills through review of work products prepared by Associates

Expected to complete a variety of assignments/tasks within timeframes established by clients and communicated through in-charge employees

Follow established tax procedures, such as document organization, workpaper preparation, and workflow protocol

Clear any review comments as directed by in-charge employees

Maintain the complete confidentiality of firm and client information

Demonstrate an ability to work under time constraints; provide as much flexibility as possible when needed to meet client expectations and deadlines

Present yourself and your work product to clients and co-workers in a professional manner

Demonstrate working knowledge of clients’ business needs by identifying issues and discussing resolutions with incharge employees and implementing resolutions throughout the engagement process

Keep Managers, Principals, and Client Management informed of the engagement progress and issues as they develop

Develop and maintain strong, positive client relationships through timely communication during the engagement as well as periodic communication throughout the year

A commitment to respond to clients within 24 hours

Maintain daily time entry for accurate reporting firm wide

Recognize that practice expansion comes from existing clients as well as potential clients

Actively develop own referral network, recognizing that every interpersonal encounter may provide a business development opportunity

Participate in civic/professional organizations, as well as YHB marketing activities

Continue to gain an understanding of service capabilities

Develop a network of contacts and seek ways to increase firm visibility

Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc

Assume responsibility for career growth by preparing personal development plans, tracking personal marketing activities, new business generation, identification of continuing education strategies, etc

Accept constructive input from and offer constructive feedback to Managers and Principals

Honestly assess own performance upon completion of engagements or assignments

Solicit overall performance feedback on assigned areas from in-charge employees

Seek additional responsibilities on engagements that you feel you would like to be given the opportunity to undertake and will help enhance your career and knowledge

Gain understanding of department goals and responsibilities

Take responsibility for attaining chargeable hour requirements

Participate in industry meetings and seminars

Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB

Understanding the role of Manager and working to expand roles and responsibilities to that level

Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required

Provide Associates with the framework to complete assignments based on experience levels

Develop ability to communicate review comments professionally while providing feedback, which will assist in the development of the person whose work was reviewed

Participate in the training, motivation, supervision, and evaluation of team members. Begin identifying opportunities to assist in course material preparation and/or instruction of in-house courses

Offer constructive feedback to Associates

Serve as the primary day-to-day contact for Associates; increase cooperation and success by being accessible and approachable to the feelings and perspectives of others

Demonstrate an understanding of the importance of cooperation and teamwork through daily interactions with co-workers and in-charge employees

Maintain positive working relationships with supervisors, clients, and other team members by displaying attitudes of helpfulness, a focus on team success, and the consideration of the ideas of others