Tax Production Supervisor

Position Overview

We're looking for a proactive and detail-oriented Tax Production Supervisor to support and oversee the daily operations of our on-site Tax Production Team in delivering high-quality client services. This role is ideal for someone with strong organizational skills, a collaborative mindset, and experience in professional services environments.

The Tax Production Supervisor coordinates the support and delivery of audit and tax client services, oversees workflow, assigns tasks, and provides day-to-day guidance to Tax Production team members. This individual helps train staff, supports consistent processes, and promotes a positive team environment. The Supervisor is a quick learner and tech-savvy, with the ability to prioritize tasks under strict deadlines, maintain accuracy, and communicate effectively.

Essential Functions

Management of Client Deliverables

• Supports the annual engagement letter and tax organizer process
• Coordinates tax season preparation, including researching new procedures
• Facilitates collation and delivery of tax returns
• Oversees final production of client financial statements and other documents
• Coordinates workflow for Production team; assigns tasks to tax production staff including typing, assembly, copying, scanning and general tasks
• Monitors document tracking system for timely delivery of client deliverables
• Communicates deadlines and workload concerns to the Tax Principal to ensure timely completion of work
• E-files Tax Returns; follows up to resolve rejection issues; distributes pending E-file reports
• E-files forms W3 / W2 and 1096 / 1099 and maintains related documentation
• E-files payroll forms VA-6, 1099s and W-2s to state

Management of Production Team and Workload

Supervisory Responsibilities

Minimum Requirements

Other Skills / Abilities

Physical Requirements