Moore Stephens Lovelace, P.A. are currently looking for a Tax Supervisor to join the team in our Florida West Coast office:

Summary/Objective
The Tax Supervisor is a professional position for employees with advanced educational preparation and work experience in accounting, financial statement preparation, and auditing. The Tax Supervisor has demonstrated leadership abilities at the Tax Senior level and now assumes increasing responsibility, while continuing to increase and strengthen client relationships. This position supervises the examination and analysis of accounting records to determine financial status of organizations and prepares federal, state, or local tax returns of individuals, business establishments, or other organizations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Maintain an annual production level as set by the Board of Directors.

  • Maintain a minimum of 90% realization rate on work performed.

  • Maintain highest professional ethics and promote the profession.

  • Stay current with the laws and rulings through reading literature and attending courses.

  • Recognize the various industries the Firm is currently servicing.

  • Prepare budgets for all engagements and forward those budgets to involved staff.

  • Review all workpapers and work product before submission for further review.

  • Identify exposure areas in the engagements that need to be addressed.

  • Make recommendations regarding improved operations and efficiencies of the Firm.

  • Ensure that engagement work is completed within predetermined time budgets and plan.

  • Increase proficiency in special client services and business advisory skills.

  • Make recommendations regarding improving operations and financial position of the client.

  • Increase industry knowledge.

  • Exercise due professional care in the performance of all services.

  • Adequately plan and supervise the performance of all services.

  • Obtain sufficient relevant data to afford a reasonable basis for conclusions or recommendations in relation to all services.

  • Bill clients in a timely manner for engagements completed, including drafting bills to clients.

  • Complete written correspondence with minimal supervision.

  • Operate and manage for profit.

  • Ability to perform, supervise, and evaluate all administrative and professional functions of subordinates.

  • Work directly with clients to meet their needs, while communicating the status of all clients to managing shareholder.

  • Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return.

  • Review information gathered from taxpayer, such as material assets, income, surpluses, liabilities, and expenditures to verify net worth or reported financial status and identify potential tax issues. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

  • Examine and respond to client notices and inquiries from the IRS. Represent the taxpayer before the IRS.

  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

  • Verify totals on forms prepared by others to detect errors of arithmetic or procedures. Check the workpapers of subordinates.

  • Perform tax research and document findings on technical matters.

  • Assist in management of client deadlines and their engagement responsibilities.

  • Advise clients regarding effects of business activities on taxes, and on strategies for minimizing tax liability.

  • Ensure that the client complies with periodic tax payment, information reporting, and other taxing authority requirements.

  • Supervise the compilation of client information into a useable financial statement.

  • Supervise the computation of taxes owed and complete entries on tax forms and reviews tax extensions.

  • Complete tax returns on a timely basis to avoid unnecessary extensions.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SUPERVISORY RESPONSIBILITIES

Directly supervises all Tax Staff - I & II, and Tax Senior positions. The Tax Supervisor assumes full charge of all engagements and returns, except unusual or extremely complex situations. Carries out supervisory responsibilities in accordance with the Firm’s policies. Responsibilities include assisting with interviewing and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle or feel. The employee frequently is required to reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus. Must have the ability to commute to and from a client work location.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B.S. or B.A.) in accounting from a four-year college or university, a fifth-year university program degree or a Master’s degree (M.S.), plus four to six-plus years relevant experience.

PRACTICE DEVELOPMENT

  • Continue to identify cross-selling opportunities among existing clients, even if more experienced or specialized Firm members must pursue those contacts.

  • Exhibit the ability to identify qualified prospects, even if more experienced or specialized Firm members must sell those opportunities.

  • Train and coach subordinate staff to effectively increase their networking, sales, and marketing skills.

  • Continually demonstrate accepted business etiquette, including appropriate appearance standards.

  • Maintain rapport with current clients and increase learning to develop new clients.

  • Increase competence in preparing personal and business correspondence.

  • Acquire a greater degree of visibility and leadership among professional, civic and business organizations. Enlarge a personal network of peer-level business contacts.

PROFESSIONAL DEVELOPMENT

  • Regularly update knowledge base on all professional pronouncements, such as FAS, SAS, GAAS, and GAAP, plus new tax laws, regulations, and rulings.

  • Seek to overcome any technical, personal, operational, or professional deficiencies observed by evaluating supervisor.

  • Complete Continuing Professional Education (CPE) to achieve or maintain professional certification, increase expertise, and industry specialization.

  • Increase and qualify referral network.

  • Actively mentor subordinate staff by providing technical and professional guidance, while serving as a role model.

  • Request opportunities for additional responsibility as professional capabilities expand.

  • Participate fully in activities, such as staff evaluations, performance reviews, and recruiting.

  • Assume responsibility for some in-house training programs, including CPE and other presentations.

  • Publicly support all Firm policies, procedures, and shareholders.

  • Demonstrate efficient time and work management skills.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Must possess clear, articulate command of spoken and written English (first or second language).

COMPUTER SKILLS

Must have strong computer skills to function comfortably in a computer-driven environment. The employee is expected to take initiative to achieve competency with the Firm-authorized software.

MATHEMATICAL SKILLS

REASONING ABILITY

CERTIFICATES, LICENSES, REGISTRATIONS

  • State of Florida CPA required

  • State of Florida Driver’s License

  • Proof of auto insurance

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

To Apply:  Send resume to hr@mslcpa.com

MSL CPAs Florida's Firm Since 1974
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