25 Oct
|
Alliance Recruitment Agency
|
Ahmedabad
25 Oct
Alliance Recruitment Agency
Ahmedabad
Position: Tax Supervisor Location: Bachelor's degree is required, preferably in accounting or commerce.
Hold an active CPA, EA or CA license. This is a client-facing tax role and the credential matters.
High English proficiency required since you will communicate directly with U.Hold an active CPA, EA or CA license. This is a client-facing tax role and the credential matters.
Bring 3 to 5 years or more of complex tax return preparation in a public accounting workplace, with real comfort across individual (1040) and business entity (1120S, 1065, 1120) tax returns.
Prior experience to tax planning, tax advisory, notice resolution services is nice to have.
Communicate clearly and confidently with clients, whether delivering a tax return, walking through a tax plan, or working a notice to resolution.
Be comfortable with an advisory model built on annual engagements, planning, and consultation, rather than transactional, one-and-done compliance.
Embrace AI for research, email smoothing and completeness, tax return preparation and review, and automation.
Have strong business and rental property acumen including tax strategy beyond your garden-variety 'max out your 401k' recommendation.
Stay current on federal and state tax developments without being asked. Have at least a Bachelor's degree, accounting preferred.
Tax return signature authority, at least constructively.
Business consulting or advisory experience beyond tax return preparation.
Hands-on experience with Thomson Reuters UltraTax and SurePrep.
Multi-state tax return experience including nexus and apportionment.
Tax Supervisor Role Responsibilities
You will work directly with other Tax Team Podmates and report to your Pod Leader, a Tax Manager or Partner. Your duties include WCG's general Tax Team responsibilities plus, or as modified by, the following:
Preparing complex individual (1040)
and business entity (1120S, 1065, 1120) tax returns, starting at roughly 90% preparation and 10% review the first year and moving toward a 30% / 70% split as you gain reps.
Delivering tax returns, tax plans, and payroll plans to clients, and signing tax returns on a per-client basis as directed by your Pod leader.
Managing roughly 25 to 30 advisory engagements, plus another 25 to 50 tax-only engagements (TOEs) your first, and increasing to 100ish advisory and 150ish TOEs as you work towards being a Client Manager within the promoted role of Senior Tax Supervisor.
Preparing tax plans and projections on a similar path, starting prep-heavy and evening out to a roughly 50/50 preparation and review split over time.
Discussing tax strategies to reduce taxes and reviewing capitalization, participation and risk.
Calculating salary and tax projections, entering shareholder payroll, and reviewing those numbers with clients.
Resolving federal and state tax notices and other client issues.
Researching complex or unusual tax questions, stress-testing with AI tools and drafting memos and conclusions.
Handling the tax onboarding process for new clients and making sure the start is solid.
General Tax Team Duties
Developing and implementing WCG goals, procedures, and policies in coordination with other Partners, Directors, Managers, and Podmates.
Providing feedback, concerns, and recommendations to WCG leadership, including ideas that make the Tax service line better.
Answering client phone calls and emails with professionalism and genuine care.
Filing and organizing electronic documents and helping keep the workflow moving.
Training and leading fellow Podmates as you gain experience.
Other tasks related to tax, accounting, and consultation as requested.
Tax Supervisor responsibilities and duties will change from time to time depending on circumstances, your skill set, and the firm's needs.
📌 Head of Payroll and Tax (Ahmedabad)
🏢 Alliance Recruitment Agency
📍 Ahmedabad