TAX SUPERVISOR

Job Description

Job Description

Jeff Baker & Associates, PS is seeking an experienced Tax Supervisor who is passionate about developing people, building strong client relationships, and delivering exceptional tax services. This is more than a technical tax role. We are looking for someone who enjoys mentoring staff, improving processes, and helping shape the future of a growing public accounting firm.

If you are looking for a position where your ideas matter, leadership is accessible, and your work has a direct impact on both clients and the future of the firm, we'd love to meet you.

Position Summary

As a Tax Supervisor, you will lead complex tax engagements, mentor and develop staff, and serve as a trusted advisor to clients. You will work closely with firm leadership to ensure quality, efficiency, and exceptional client service while helping strengthen and grow our tax department.

This role is ideal for someone who enjoys solving complex tax issues, coaching others, and taking ownership of client relationships from beginning to end.

Primary Responsibilities

• Review complex individual, business, trust, and estate tax returns.
• Manage tax engagements from planning through completion while ensuring deadlines are met.
• Serve as the primary contact for a portfolio of tax clients.
• Research complex federal and state tax issues and provide practical recommendations.
• Mentor and develop staff accountants through technical guidance, coaching, and regular feedback.
• Assist with workflow management and engagement scheduling throughout the year.
• Collaborate with partners to improve firm processes and enhance the client experience.
• Identify opportunities to provide additional value to clients through proactive planning and advisory services.
• Participate in internal training and contribute to the continued development of the tax department.

Qualifications

• CPA or EA license required.
• Minimum of 7 years of recent public accounting experience.
• Experience reviewing work prepared by other accountants.
• Strong knowledge of individual, partnership, S corporation, and corporate taxation.
• Significant experience preparing and reviewing fiduciary income tax returns (Form 1041).
• Experience with estate tax returns (Form 706) and Washington Estate Tax returns strongly preferred.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Ability to manage multiple client engagements while maintaining exceptional attention to detail.
• Experience mentoring or supervising professional staff preferred.

Who You Are

We're looking for someone who naturally takes ownership of their work and enjoys helping others succeed.

You are someone who:

• Communicates proactively with clients and team members.
• Follows through on commitments.
• Takes ownership of problems and works toward solutions.
• Enjoys mentoring and developing others.
• Can prioritize competing deadlines while maintaining quality.
• Thrives in a collaborative environment.
• Values continuous learning and professional growth.
• Builds trust through reliability, accountability, and professionalism.

Why JBA?

At Jeff Baker & Associates, we believe great firms are built by great people.

We intentionally invest in our team through mentorship, continuing education, leadership development, and collaborative problem solving. Our partners work alongside our team every day, creating an environment where questions are encouraged, growth is expected, and ideas are welcomed.

We're building a firm that values curiosity, accountability, and long-term relationships with both our clients and our people. If you're looking for a place where your contributions will matter and where you'll have the opportunity to help shape the future of a growing firm, we'd love to talk with you.

Benefits

• Competitive salary based on experience.
• Employer-paid health insurance contribution.
• 401(k) with employer matching.
• Paid Time Off.
• Professional memberships, and continuing education support.
• Leadership development and mentoring.
• Collaborative work environment.
• Modern technology and cloud-based systems.
• Opportunities to contribute to firm initiatives and process improvements.

About Jeff Baker & Associates

Jeff Baker & Associates, PS is a full-service CPA firm serving individuals, businesses, trusts, and estates throughout the Pacific Northwest and beyond. We provide proactive tax planning, compliance, client accounting services, and trusted advisory support to help our clients achieve their financial goals.

Our culture is built on collaboration, integrity, continuous improvement, and a genuine commitment to both our clients and our team. We believe in developing great professionals, supporting one another, and creating a workplace where people enjoy coming to work and have the opportunity to build meaningful careers.