Tax Supervisor

Job Description

Job Description

DeLeon & Stang CPAs & Advisors
Location: Frederick, MD or Leesburg, VA
Employment Type: Full-Time | Hybrid Opportunities

About the Opportunity

DeLeon & Stang is a growing CPA and advisory firm focused on building strong client relationships, developing talented professionals, and creating meaningful opportunities for career advancement.

We are seeking an experienced Tax Supervisor who is ready to take the next step toward a management role.

This opportunity is ideal for an established Senior Tax Accountant or current Supervisor who has developed strong technical and review skills, enjoys mentoring staff, and is ready to take on greater ownership of client engagements, team workflow, and client relationships.

We recognize that strong managers are developed through experience, coaching, and opportunities to lead. At D&S, you'll have the opportunity to build on your existing strengths while working closely with our leadership team to develop the skills needed for future advancement.

Key Responsibilities

• Review individual and business tax returns, including complex engagements, ensuring technical accuracy and compliance.
• Oversee assigned tax engagements from planning through completion, coordinating deadlines, workflow, and deliverables.
• Serve as a primary point of contact for assigned clients, managing relationships and providing proactive communication.
• Delegate work to staff based on experience, capacity, and development opportunities.
• Provide technical guidance, review feedback, and ongoing coaching to junior and senior tax professionals.
• Participate in tax planning, projections, and advisory services, identifying opportunities to provide additional value to clients.
• Identify opportunities to expand services for existing clients, including tax planning, consulting, advisory services, and other solutions that support their business and financial goals.
• Participate in prospective client meetings, relationship-building activities, and new business development opportunities, with an interest in becoming increasingly involved in generating new business.
• Develop an understanding of client list growth, profitability, and business development strategies while working alongside managers and partners.
• Monitor engagement progress, budgets, and profitability while maintaining quality and efficiency.
• Collaborate with managers and partners to resolve complex tax matters and address client needs.
• Assist with staff training, workflow improvements, and implementation of consistent departmental procedures.
• Support staff development through regular feedback, mentoring, and identification of growth opportunities.
• Take an active role in departmental initiatives and contribute to a collaborative, accountable team environment.

Qualifications

• Bachelor's degree in Accounting or related field.
• 5+ years of recent public accounting tax experience , with significant experience preparing and reviewing individual and business tax returns.
• Demonstrated experience overseeing engagements, reviewing staff work, and providing technical guidance.
• Experience delegating assignments, mentoring staff, and coordinating multiple deadlines.
• Strong client relationship management, communication, and problem-solving skills.
• Ability to work collaboratively with managers, partners, and team members.
• An interest in business development and expanding client relationships, with prior involvement in prospective client meetings, referrals, or identifying additional client service opportunities preferred.
• CPA or EA designation preferred; progress toward certification considered based on experience and professional development plans.
• Experience with UltraTax, SurePrep, Thomson Reuters applications, or QuickBooks is a plus.

Growth and Development

We are looking for someone who wants to grow into a Tax Manager position and is excited about developing the leadership, client management, and business development skills necessary to be successful.

You'll work closely with our managers and partners to strengthen your ability to lead engagements, develop staff, expand existing client relationships, and contribute to new business opportunities.

This position offers a clear opportunity for continued professional growth and advancement into management as your skills, experience, and leadership responsibilities develop.