Patrick & Raines CPAs · 1 week ago
CPA Tax Supervisor/Manager
Jacksonville, FL
Full-time
Onsite
Mid, Senior Level
4+ years expPatrick & Raines CPAs is seeking a CPA Tax Supervisor/Manager to lead and manage multiple tax engagements. The role involves overseeing tax preparation, training staff, and developing client relationships while ensuring efficient workflows and tax strategies.
AccountingConsultingFinancial ServicesProfessional Services
Hiring Manager
Timothy Raines, CPA
Responsibilities
Preparation and review of federal and state income taxes for individuals, businesses, real estate, and exempt organizations
Builds new and existing client relationships and demonstrate knowledge of client business
Analyzes notices and prepares internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or State and Local taxing authorities
Trains staff, reviews and evaluates their work
Manages multiple clients, budgets and production goals
Performs complex tax research
Prepares tax planning and estimates/projections
Maintains good workflow and provides feedback for greater efficiency
Recommend tax saving strategies to clients and staff on engagements
Qualification
Required
Bachelor's degree in accounting or finance
CPA Certification
4-6+ years prior experience in public accounting tax experience
Significant supervisory experience (2 years plus)
Experience preparing individual, business, real estate and exempt organization tax returns
Tax (federal and state) research skills
Strong accounting and analytical skills
Strong computer skills: proficiency in Tax software, Excel, Word
Excellent interpersonal, oral and written communication skills
Detail oriented & ability to multi-task
Exhibits time management and organization skills
Coordinates recruitment, orientation and training of tax related staff
Develops entrepreneurial approach to client service and good working relationships with client personnel
Builds new and existing client relationships and demonstrates basic knowledge of client's businesses
Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals
Develops means of communication to clients and persons responsible for maintaining relationship with clients
Accepts volunteer positions in community organizations
Continues to develop industry expertise
Serves as a role model for other staff in reflecting firm values, procedures and service model
Understands firm ethics and demonstrates them consistently
Develops a broad general knowledge of economic, political, and business conditions
Company
Patrick & Raines CPAs
Patrick & Raines CPAs offers accounting, taxation, estate planning, payroll, bookkeeping, audits, cash flow & budget forecasting services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Timothy Raines, CPA
Tax Partner
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