Tax Supervisor

• Build on knowledge acquired in previous experience to increase functional level of technical and operational knowledge to proficiently perform assigned tasks
• Prepare more complex tax returns including individual, corporate, partnership, non-profit and estate
• Prepare more complex amended returns, personal tax projections, and carryback returns
• Assist the Director of Tax with the return review process
• Perform tax planning duties by compiling information for tax planning engagement, adjusting current year data, producing reports and making recommendations
• Perform estate settlement duties related to preparing court documents, structuring decedent's final expenses, liquidating estates and distribution to heirs and preparing federal and state estate returns
• Ensure compliance with tax regulations and guidelines, minimizing tax liabilities
• Prepare and maintain financial data and records for assigned clients
• Utilize and increase a functional understanding of various tax programs, tax and research software, and internal workflow/procedures
• Exercise and model strict confidentiality and information security practices
• Follow firm accounts receivable policy and cease working on clients with a balance of 90+ days
• Accurately report and release billable and non-billable time consistently and understand its importance
• Maintain strong realization on revenue billed with a target goal of 85% or above
• Provide assistance, including tax research, to senior department staff and Members as needed
• Assist with tax audits and respond to inquiries from tax authorities
• Prepare documentation and support for audit defense
• Support special projects and initiatives within the Tax, Audit & Accounting, Financial Services, and CAS departments
• Develop team members and participate in business development activities
• Increase technical expertise in specialty/focus area either in a service area or industry segment, identifying ways to become more valuable
• Adhere to agreed-upon work schedule

• Ability to communicate clearly and concisely, orally and in writing
• Ability to use critical thinking to carry out instructions furnished in written, oral, or diagram form
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of CNC
• Working knowledge of basic office technology, particularly Microsoft Office Suite including Excel
• Working knowledge and familiarity with all CNC accounting applications and CRM software
• Ability to apply basic mathematical skills
• Ability to deal with problems involving several concrete variables in standardized situations
• Ability to analyze and interpret quantitative data to draw conclusions and make recommendations

• Bachelor's degree in Accounting, Finance, or a related field with appropriate GPA
• Knowledge of Generally Accepted Accounting Principles OR knowledge of the Internal Revenue Code, and application of federal and state regulations
• Familiar with IRS Circular 230 Regulations Governing Practice Before the IRS and the AICPA Professional Code of Conduct
• 3-5 years of experience working in public accounting
• CPA certification

Cordell, Neher & Company, PLLC