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Dean Dorton · 1 week ago

Tax Supervisor

Cincinnati, OH

Full-time

Onsite

Mid, Senior Level

3+ years exp

Dean Dorton is one of the largest advisory firms in the United States, dedicated to helping clients succeed through comprehensive tax solutions. The Tax Supervisor will prepare complex tax returns, oversee team members, and maintain client relationships while ensuring compliance and accuracy in tax-related matters.

Accounting

Comp. & Benefits

Responsibilities

Prepare complex business and individual tax returns and workpapers, which include clients with multiple entities, multi-state or locality establishments, and/or contain Schedule C or E activities

Prepare complex estimate and extension calculations, including tax liability projections

Conduct first-level review of simple and moderate tax returns and workpapers, ensuring accuracy and compliance

Complete accounting and bookkeeping tasks to finalize client books and financial statements, allowing for tax return preparation to begin

Partner with team members on special projects and advisory services, including delegation as needed

Oversee client relationships for assigned tax engagements, including client communication, answering client questions, and managing client expectations and deadlines. This may include client billing responsibilities

Understand the business and industry of assigned clients

Collaborate with managers and leaders as needed for client management and engagement coordination

Interface with taxing authorities and assist in gathering information for federal, state, and local tax audits, as needed

Maintain advanced knowledge surrounding relevant rules, regulations, and laws that govern tax at a federal, state, and local level

Utilize resources to answer tax compliance, consulting, and planning questions

Focus on growing skills and expertise in identified specialty interests, including industry and tax return types

Communicate effectively, setting clear expectations for team members and clients

Serve as a role model for newer tax team members, answering questions and providing technical and non-technical support

Supervise and mentor team members, providing guidance and support

Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects

Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations

Meet productivity goals

Meet internal and client deadlines

Work toward completion of the CPA exam, if applicable

Participate in firm-sponsored events and activities

Participate in team and firm non-charge activities of interest, such as: Recruiting activities, including interviewing and evaluating candidates. Evaluating and developing internal processes, procedures, and guidelines. Contributing to the development of training materials and leading training sessions. Joining an internal committee or initiative. Serving as a Career Advisor for tax team members. Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services

Qualification

Tax return preparationClient relationship managementTax compliance knowledgeTeam supervisionAccountingBookkeepingCaseWareCCH Axcess TaxQuickBooksMicrosoft OfficeEffective communicationMentoringProblem-solving

Required

Bachelor's degree required in accounting, finance, business, or related field

Three to five years of experience in a tax or tax-related technical role

Prepare complex business and individual tax returns and workpapers, which include clients with multiple entities, multi-state or locality establishments, and/or contain Schedule C or E activities

Prepare complex estimate and extension calculations, including tax liability projections

Conduct first-level review of simple and moderate tax returns and workpapers, ensuring accuracy and compliance

Complete accounting and bookkeeping tasks to finalize client books and financial statements, allowing for tax return preparation to begin

Partner with team members on special projects and advisory services, including delegation as needed

Oversee client relationships for assigned tax engagements, including client communication, answering client questions, and managing client expectations and deadlines