Tax Supervisor

Responsive recruiter


Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Tuition assistance

Position Overview:

The Tax Supervisor is an accountant capable of taking responsibility for most engagements, capable of supervising concurrent engagements, and has demonstrated advanced technical, professional, and personal skills. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff, In-Charge and Senior level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.

Essential Functions:

• Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Managers and Shareholders is kept to a minimum.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Meets time and budget constraints and client deadlines.
• Participates in planning and scheduling client engagements.
• Directs, instructs, and trains Staff, In-Charge and Senior accountants, where applicable.
• Prepares personal tax returns, including those that are more complex.
• Prepares business tax returns, including those that are more complex.
• Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.
• Reviews and corrects tax returns and financial statements as prepared by fellow staff members.
• Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc.
• Participates in client solutions and communication.
• Prepares correspondence to clients and regulatory agencies for approval and signature of Manager or Shareholder.
• Communicates with client and team members, as requested, in an efficient and professional manner.
• Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards.
• Conducts research as needed.

Other Functions:

• Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firms' Quality Control document.
• Assumes primary responsibility (under supervision) for engagements.
• Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
• Participates in local civic, charitable, business, and other organizations.
• Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
• Demonstrates the ability and desire to secure new business for the Firm.
• Effectively bills and collects charges from clients for whom the Supervisor acts as the Bill Manager and/or Primary Partner.
• Performs other duties as assigned.

Required Experience and Skills:

• Proficiency with computer tax programs, spreadsheets, and word processing.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Current knowledge of accounting principles and federal, state, and local tax regulations.
• Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
• Effective verbal and written communication skills
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.

Required Education: Bachelor's in accounting or related field

Required Experience: 5 years progressive experience in public accounting

License/Certification: CPA preferred

Working Requirements:

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Flexible work from home options available.


Compensation: $80,000.00 - $102,000.00 per year


Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.


Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's "Best Small Cities to Live." As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.