Talent.com
Tax Supervisor - Small Business Focus
Tax Supervisor - Small Business FocusREA, Inc. • Phoenix, AZ, United States
[error_messages.no_longer_accepting]
Tax Supervisor - Small Business Focus

Tax Supervisor - Small Business Focus

REA, Inc. • Phoenix, AZ, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries . This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies.

Responsibilities

Tax Compliance

  • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies
  • Conducts top level review of T / R and resolves all tax issues with client; involves specialists where appropriate
  • Communicates with clients and Assurance any issues identified in tax accrual reviews
  • Plans and reviews the tax process and the procedures to be performed to include :
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out-of-scope activity and communication to client
  • Timely collection of A / R
  • Manages client relationships / expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

  • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns
  • ASC 740-10 (FAS 109 and FIN 48) Tax Accruals

  • Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48
  • Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
  • Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10
  • Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
  • Utilizes and manages STS (specialized tax services), as needed
  • Tax Consulting

  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
  • Considers the applicability of CTS (core tax services) and STS consulting specialties for each client
  • Develops and implements a work plan to include / organize the STS assistance on ongoing projects from client
  • Serves as a technical resource
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)
  • Provides effective assistance with exam support
  • Frames projects and issues for effective delegation to seniors and associates
  • Tax Specialization

  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
  • May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
  • Strategy Development

  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
  • Reviews studies of tax implications and offers clients alternative courses of action
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
  • Supervisory Responsibilities

  • Supervises associates, senior associates and supervisors on all projects
  • Reviews work prepared by associates, senior associates and supervisors and provide review comments
  • Trains Associates, Seniors and Supervisors how to use all current software tools
  • Acts as a Career Advisor to associates, senior associates and supervisors
  • Schedules and manages workload of associates, senior associates and supervisors
  • Provides verbal and written performance feedback to associates, senior associates and supervisors
  • Requirements

  • Superior verbal and written communication skills
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Capacity to work well in a team environment
  • Capable of developing and managing a team of tax professionals
  • Ability to compose written tax advice
  • Capable of effectively developing and maintaining client relationships
  • Pursue new business leads and build and maintain strong relationships with centers of influence
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
  • Education

  • Bachelors degree in Accounting or other relevant field required
  • Masters degree in Accounting beneficial, masters degree in taxation beneficial
  • Experience

  • 4 to 5 years of prior experience in taxation
  • Prior supervisory experience
  • License / Certifications

  • CPA or EA certification
  • Benefits

    Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • 'Work From Anywhere' option
  • Wellness Resources
  • Four (4) weeks PTO
  • Twelve (12) paid holidays, of which three (3) are floating holidays
  • [job_alerts.create_a_job]

    Tax Tax • Phoenix, AZ, United States

    [internal_linking.similar_jobs]
    Tax Senior or Tax Manager

    Tax Senior or Tax Manager

    TEEMA • Tempe, AZ, US
    [job_card.full_time]
    Full-Time | In-Office | Tempe, AZ.If you’re someone who’s always looking to grow, this role offers the chance to continue developing your expertise in a supportive, high-performing envi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Supervisor - Regional Office Based

    Tax Supervisor - Regional Office Based

    Dominium Management • Scottsdale, AZ, United States
    [job_card.full_time]
    Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    Eide Bailly • Phoenix, AZ, United States
    [job_card.full_time]
    A typical day as a Tax Manager might include the following : .Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.Review, approve and si...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    ATLAS Navigators LLC • Phoenix, AZ, US
    [job_card.full_time]
    ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Lighthouse Search Collective • Phoenix, AZ, US
    [job_card.full_time]
    This position is based in the Greater Phoenix, AZ area.We are a well-established CPA and consulting firm with over a decade of experience serving businesses, nonprofits, and families.Known for its ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Regal Executive Search • Phoenix, AZ, United States
    [job_card.full_time]
    Regal Executive Search true.Address : 2355 E Camelback Rd Ste.Industry : Accounting / Finance Job Number : 3395.Network, build relationships and attract new clients or business for the Firm.Prepare...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Supervisor - Up to $125K DOE

    Tax Supervisor - Up to $125K DOE

    Levelociti • Phoenix, AZ, US
    [job_card.full_time]
    Tax Supervisor - Tax Seniors encouraged to apply.CPA, EA, or pursuing designations & 5-7+ Yrs of exp.Founded 35+ years ago and proudly based in Phoenix, AZ, we've built our reputation as on...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Southwest Accounting Resources, Inc • Phoenix, AZ, United States
    [job_card.full_time]
    Growing REIT is looking to add a Tax Manager to their staff.A highly accountable and results-oriented professional who will be responsible for supporting the organization's accounting department by...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Haynie & Company • Tempe, AZ, United States
    [job_card.full_time]
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.At Haynie & Company, our purpose is to be a family‑focused firm that exceeds expectations for our clie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager - Private Companies

    Tax Manager - Private Companies

    PwC • Phoenix, AZ, United States
    [job_card.full_time]
    Entrepreneurial & Private Business (EPB) - General.A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Frost PLLC • Scottsdale, AZ, US
    [job_card.full_time]
    At Frost, we believe in more than just numbers.As a millennial-driven firm, we understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Supervisor - Small Business Focus

    Tax Supervisor - Small Business Focus

    Rea • Phoenix, AZ, US
    [job_card.full_time]
    Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. F;We have a ‘People First’ culture and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Accountant / Lead / Supervisor

    Senior Tax Accountant / Lead / Supervisor

    Biltmore Executive Group • Tempe, AZ, US
    [job_card.full_time]
    Our well-established Tempe-based client seeks a Senior Tax.This position has upward mobility for future Tax Manager / Director considerations. Client interaction, tax planning and compliance, reviews,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    Crescent City Recruitment Group • Chandler, AZ, United States
    [job_card.full_time]
    This position has a base salary of $120,000 -$150,000.Prepare and review complex individual, corporate, partnership, and trust tax returns. Lead client engagements and maintain strong, ongoing clien...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Supervisor

    Tax Supervisor

    CyberCoders • Phoenix, AZ, US
    [job_card.full_time]
    Years of Public Accounting Tax Experience.Small business tax experience is a big plus!-.The Tax Supervisor will lead a team of tax professionals in providing high-quality tax services to clients.Th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax / Senior Manager

    Tax / Senior Manager

    Solid Rock Recruiting LLC • Phoenix, AZ, United States
    [job_card.full_time]
    Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm.We’re partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit cu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    Anthem Strategists PC • Scottsdale, AZ, US
    [job_card.full_time]
    We are seeking a dynamic and experiencedTax Managerto join our growing team.As a trusted advisor, you will guide clients through complex tax matters, deliver top-tier service, and mentor future lea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Neuwirth and Ashford CPAS PLLC • Scottsdale, AZ, US
    [job_card.full_time]
    Prepare and review Individual (1040), Business (1120S, 1065).Analyze and interpret financial statements for accuracy and compliance. Communicate with clients by phone and email to ensure exceptional...[show_more]
    [last_updated.last_updated_30] • [promoted]