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At Wegner CPAs, People First Culture is not just a catchphrase, it is a core value. We believe our staff is our most valuable asset, and it is a priority to develop and retain our talent. We are invested in our staff and their well-being and are happy to accommodate the work environment that is right for you, including remote, hybrid, or in person.

The Supervisor is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients and supervising, developing, and mentoring staff.

Primary Duties/Responsibilities

  • Prepare complex business tax returns and financial statement engagements.
  • Research client questions and provide useful business advice to clients.
  • Serve as a resource by reviewing tax returns and financial statements.
  • Assume increasing levels of responsibility for managing clients and be a relationship manager.
  • Develop and execute a personal marketing plan.
  • Increase attendance at client events.
  • Identify niches or sectors in which to develop contacts, begin attending non-client events in these niches or sectors, and/or begin active membership in relevant associations.
  • Participate in new client proposals.
  • Serve as a mentor to team members, provide critical and constructive feedback, and keep team members supplied with work.
  • Performs miscellaneous job-related duties as assigned.

Supervisory Responsibilities

  • Supervise Staff and Senior Accountants on larger engagements.
  • Evaluate the performance of Staff and Senior Accountants and recommend training needs.

Required Education

Bachelor’s Degree in Accounting

Certifications

Certified Public Accountant (CPA) desired.

Skills and Experience

  • Minimum of four (4) years of progressive accounting experience leading to and/or related to the duties and responsibilities specified.
  • Proficiency in Microsoft Office and accounting software.
  • Proficient in ProSystems Tax, Fixed Assets, and Engagement software.
  • Prior supervisory experience desired.
  • Demonstrated knowledge of GAAP.
  • Demonstrated effective teamwork and leadership skills.
  • Possess excellent written and verbal communication skills.
  • Previous experience working in a public accounting firm desired.

AA/EOE

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