Tax Supervisor

Greenstein, Rogoff, Olsen & Co., LLP is seeking a CPA to serve as a Tax Supervisor.

Job Purpose

Supervise other professionals in completion of various tax services.  Prepares tax returns demonstrating an intermediate level of expertise in one or more specialized areas of tax (e.g., individual taxation, closely held businesses, partnerships, international, or estate planning).

Position Summary

A supervisor schedules and assigns work, maintains budgets, and completes engagements on time and profitably.  He or she provides effective feedback to staff on engagements on methods of improvement and efficiency.  Supervisors demonstrate the ability to coordinate and administer tax services for significant clients and have had experience in preparing tax protests.  They prepare rulings for clients, memoranda in connection with requests for technical advice and write opinions on issues.

Key Responsibilities and Essential Functions

1. Prepares various types of tax returns (individuals, closely held businesses, partnerships, international, estate planning, etc.)
2. Consults with clients solving sophisticated problems in all areas of taxation, as required by firm clients
3. Supervises staff
4. Prepares tax protests
5. Conducts tax research
6. Sells add-on services
7. Performs tax provision reviews.   

Secondary  Responsibilities and Infrequent Tasks

1. Teaching/facilitating peer-to-peer learning
2. Contributes to staff personnel development and retention programs

Working Relationships

1. Communicates progress to managers
2. Develops and maintains strong client relationships with client personnel and prospective clients
3. Supervision of professional staff

Education and Experience

1. 5-7 years of tax experience
2. CPA designation
3. Bachelors degree in accounting (Master's degree preferred)

Attributes

1. Analytical and problem solving skills
2. Written & verbal communication skills
3. Interpersonal skills to effectively interact with clients, peers, and other contacts
4. Ability to work independently and as part of a team
5. Provides effective feedback to staff on engagements
6. Recognizes and contributes to the development of other professionals
7. Has a positive effect on less-experienced staff through counseling

Physical and Environmental Demands

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.  To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.  The requirements listed in this document are the minimum levels of knowledge, skills or abilities.

About Our Company

Established in 1964, Greenstein, Rogoff, Olsen & Co., LLP consistently ranks as one of the top accounting firms in the San Francisco Bay Area with offices in Fremont, Palo Alto, Danville, and San Francisco. Primary services include income tax planning, income tax preparation, strategic business consulting, business valuations, bill paying, estate planning, estate administration, trustee services and financial statement preparation. We are an Equal Opportunity Employer with a strong commitment to supporting and retaining a diverse and talented workforce.

We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

Next Steps

Please email your resume in the strictest confidence to Lissa Baker. Your resume will receive immediate consideration. No phone calls or agencies, please.