TAX SUPERVISOR OR MANAGER – FAMILY OFFICE - Start Date After April 15th Deadline
While in-person and hybrid workplace (1 day per week minimum) is preferred, we will consider qualified remote applicants.
Rose, Snyder & Jacobs LLP is seeking a Tax Supervisor or Manager for our Family Office Team with 4-7+ years of experience in public accounting. Successful candidates will have strong experience with multi-state partnerships, S-Corps, trusts, and individual tax return preparation and review. Multi-state experience is required. CPA or EA license is required for Managers.
About Us
Rose, Snyder & Jacobs is an independently-owned, full-service, transdisciplinary tax and accounting firm. We have three divisions – Tax, Audit, and Financial and Accounting Services. We pride ourselves on doing exceptional work for our sophisticated clients in a supportive environment. While we are proactive and work hard for our clients, we also value a work/life balance. Make sure to check out our excellent benefits listed at the end of this advertisement. We are very proud to offer some incredible perks to show our appreciation for our team.
About You
You are a personable professional committed to a career in public accounting. You have experience in family office tax work, including preparing and reviewing multi-state partnership, S-Corp, and individual returns. Your written and oral communication skills are first-rate, as is your attention to detail and ability to meet a deadline. You take pride in providing stellar customer service to your clients and collaborating with your colleagues. You are equally adept in following directions when needed and using your creativity to solve problems and think outside the box. You are often praised for your excellent judgement and curiosity – knowing when to take the initiative, when to ask for direction from team members; and a passion to dig deeper to find solutions. You can prepare complex returns and conduct a review of S-Corp returns involving R&D and capitalization. Most importantly, you are a team-oriented, flexible thinker who puts clients and the team first. Manager candidates must have their CPA or EA license. Supervisors must show evidence that they are pursing their license.
What You’ll Do
· Prepare, review, and analyze individual, trust, and pass-through tax returns to ensure accuracy and compliance with tax codes, laws and regulations, including complex multi-state returns and separate activity schedules;
· Maintain accurate and updated documentation of tax preparation work;
· Stay up-to-date on tax codes, laws, and regulations and provide updates to associates on your team;
· Keep managers apprised on status of projects and deadlines;
· Supervise associates, senior associates, and staff;
· Actively participate in client meetings and discussions;
· Assist with responses to IRS and state tax notices including speaking with the IRS (or other state tax agencies);
· Conduct research on tax matters and provide advice to clients; and
· Contribute as a member of one of our tax department committees
Required Qualifications
· Bachelor’s Degree in Business, Accounting, or Finance
· 4-7 + years of public accounting firm experience
· Demonstrated experience with pass-through returns
· CPA/EA (required for managers), or in process of obtaining a CPA/EA
· Ability to work overtime during busy season
Software
· Knowledge of Prosystems or CCH Axcess Tax and Engagement Trial Balance software
· Knowledge of XCM Tracking Systems
· Proficient with Microsoft Office (Word, Excel, Access, Outlook)
What We Offer
We’re all about investing in your future! Join us for a rewarding career filled with growth opportunities and ongoing training. You’ll work on exciting and complex projects with amazing clients, all while surrounded by a team of smart, motivated individuals who genuinely enjoy working together.
· Salary Range: $110k-$125k for Supervisors; $125k-$160k for Managers (commensurate with experience and expertise); bonus eligible
· Health Insurance: 1) Medical Insurance - $85/month for employee only (additional cost for covering dependents), 2) Dental Insurance, 3) Vision Insurance
· Health Savings Account (firm contributes $1300 annually – accrues monthly)
· 125 Plan
· 401(k) with 25% match of employee contribution after one year
· PTO – 20 days per year for Supervisors; 25 days per year for Mangers (accrued monthly)
· Additional PTO Thanksgiving Week (full week)
· Employer Paid CPE’s
· Generous Business Development & Employee Referral Bonus Programs
· Life Insurance
Billable Hour Requirement: 1,400 hours annually
Busy Season Hours: The Family Office group aims for a smooth year with a limited number of weeks that require 50+ billable hours. A more normal schedule would be to work 40+ billable hour weeks for a longer period rather than work excessive hours for a short period.
Where You’ll Work
We offer in-person, hybrid, and remote work options. Our employees are successfully working remotely across the country. If you choose to work remotely, we’ll make sure you have the tools that you need to do your job efficiently and the support you need to feel like part of the team. Remote employees are expected to engage regularly with our team, know when to pick up the phone, and be willing to reach out to ask questions when needed. Please note that in-person or hybrid workplace is preferred for this role ( 1 day/week minimum).
Important Note: Please submit via email directly to rhadinger@rsjcpa.com. Successful applicants will include a cover letter detailing specifics on your multi-state experience (pass-throughs, apportionments, separate activity schedules, work papers, special allocations, etc.).
Please let us know how your experience and training match our job description. If you have the required skills, please make sure to point them out in your letter. Sometimes things can get lost on a resume, and we want to make sure we know what you can do.
No phone calls, please.
NO RECRUITERS. WE WILL NOT RESPOND TO RECRUITER INQUIRIES.
Want tax & accounting tips and insights?
Sign up for our newsletter.