Tax Supervisor

Job Description

Job Description

Love public accounting but want a role with lots of personalized flexibility? Pearl Accounting believes work life balance is different to everyone, and each individual should be allowed to create a schedule that works best for them, not just choose from one of a handful of prescribed options. We offer significant scheduling flexibility for choosing when hours are worked as long as deadlines are met. If that appeals to you, consider joining our team!

We are looking for a tax supervisor interested in fostering client relationships. The ideal candidate would be looking for a long-term career where they will be responsible for being the contact person for a group of clients. Client management experience is not required, as we will ease you into these responsibilities. Pearl Accounting is looking for a tax supervisor, but would consider a seasoned senior tax associate or a tax manager. This is a new position, as Pearl Accounting is a rapidly growing firm headquartered in downtown Sioux Falls with clients in over 20 states.

Have great benefits you earned during tax season, like comp time, Fridays off in the summer, PTO, or health insurance where you’ve maxed out your deductible? Talk to us about a late fall start date so you can still utilize everything you’re earned. We’re flexible on the start date, just preparing for next tax season.

Immediate responsibilities include:

• Prompt responses to clients with questions about tax, accounting, and payroll
• Scan & organize tax return supporting workpapers
• Preparing individual, partnership, and S corporation tax returns
• Review tax return preparation by interns or entry level staff
• Client follow up for missing items
• Self-review for technical accuracy
• Assist with year-end tax planning
• Accurately track and record time spend on projects
• Help with preparation of W-2s and 1099s
• Review bookkeeping
• Assist with bookkeeping and payroll new client onboarding
• Perform advanced bookkeeping and payroll functions when needed
• Administrative tasks as assigned

Responsibilities as you grow into this role:

• Meet clients to discuss their tax information at the beginning of tax season
• Meet with clients to review their tax returns after they are prepared
• Sign tax returns
• Perform year-end tax planning sessions

Technical Requirements:

• Previous tax return preparation experience required
• Previous client relationship management experience a plus but not required
• Degree in Accounting or Finance
• CPA credentials obtained or in process
• Proficient in MS Excel and Word
• Experience with CCH tax products (prosystems fx or axcess) preferred but not required
• Experience with QuickBooks Online preferred

Required Skills:

• Care about doing what’s best for the client
• Responsive to client communications
• Ability to manage and appropriately prioritize multiple tasks
• Clear communication about workload, capacity, and when tasks will be completed
• Ensure deadlines are met
• Strong attention to detail and good analytical skills
• Ability to perform work accurately and efficiently
• Ability to work independently with minimal supervision

Work Hours and Benefits:

• This is a full-time salaried position, with hour-for-hour comp time for any hours worked over 40 per week during tax season
• Significant hour flexibility allowed as long as deadlines are met. Options including work the standard M-F 8-5, shift hours to accommodate family schedules, compress hours into four days to enjoy three-day weekends, or work a school schedule with summers and holidays off. Willing to consider any schedule the candidate would prefer.
• Partial work from home opportunities available if candidate can demonstrate acceptable quality of work, efficiency, and self-sufficiency after an initial training period. Because this position interacts with clients, some scheduled office time will be required.
• Paid Time Off accruing and usable immediately upon hiring.
• Paid Holidays.
• Commissions for bringing in new clients (not a job requirement, just a bonus opportunity).
• 401(k) plan with employer match.
• Health insurance, dental, vision, AFLAC, and short term disability plans.
• Internal growth opportunities since the business is rapidly growing, and promotion from within will be considered before external searches.

About Pearl Accounting:

As our business grows, we continue to create new positions and are always on the lookout for our next colleague. We value our employees and respect their time by giving them flexible scheduling and work from home options customized to their personal needs. Understanding your role at our firm starts by understanding who we are, what we do, and why we do it. This information helps guide our daily actions by reminding us of our big picture objectives. When considering employment with Pearl Accounting, knowing our values helps you determine if they align with your personal and professional goals.

Mission Statement: Our mission is to provide an extraordinary experience by making life better for our clients through simplifying their tax and accounting responsibilities. We strive to accomplish this by being an approachable, trusted partner to the small business owners we serve through technical accuracy, timely & efficient work, strategic planning, and most importantly, an elevated level of customer service.

Vision Statement: Our vision is to provide small business owners with such exceptional service that it drives continued organic growth through personal referrals. These referrals happen when clients feel they have received extraordinary service; we aim to give each client that level of satisfaction.

Firm Culture and Values

Most business owners have specialized knowledge in what their business does, not in accounting and taxes. New clients often come to us, like other accounting firms, because they have questions related to accounting and/or taxes, and we have the technical expertise to answer those questions. How Pearl Accounting is different is that we provide both answer and empathy. As you can see through our mission statement and vision statement, it is important to Pearl Accounting that all of our clients feel respected, valued, and well cared for. We do this by listening carefully to our clients when they express concerns or share their needs. Clients stay with us because we recognize and acknowledge their concern and show them how to develop a customized solution to fix their problems. Providing empathy to our clients creates a lasting relationship that makes clients comfortable discussing their changing needs and gives us the continued opportunity to meet those needs, exceed expectations, and improve their businesses. Happy clients create referral partners that help Pearl Accounting grow, which creates opportunities for our employees to grow as well. Each employee has an important role in helping us carry out that mission.

We Value Our Employees and Their Time

Many positions at Pearl Accounting are eligible for flexible scheduling as long as deadlines are met. Employees eligible for flexible scheduling have the option to work the standard M-F 8-5, shift hours to accommodate family schedules, compress hours into four days to enjoy three-day weekends, or any other schedule the employee would like considered. Eligible employees work with their supervisor to develop a plan that works for the employee, supervisor, and team.

If a position doesn’t require you to be present at our premises, you may be eligible to work from home. Employees who have completed training and demonstrate acceptable quality of work, efficiency, and self-sufficiency can make arrangements with their supervisor to work from home full time or for part of their work week.

Employee Training & Development

We want our employees to have the opportunity to grow professionally with us, so we invest in our employees’ development. We want employees to feel confident about improving their efficiency and productivity. We also want to help our employees achieve personal growth and success. Some potential opportunities include support to pursue professional designations, continuing professional education, employee coaching and mentoring, seats at industry conferences, on-the-job training, and job rotation.

Apply by sending resume and cover letter or introduction email to: View email address on us.fitly.work to be considered for a confidential interview.

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