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Supervisor | Tax & Business Services | Madison Office

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 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 softwares.
  • 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.

Public Contact

Extensive work interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior/office work environment-very limited exposure to physical risk.  Equipment used: computer, fax machine, telephone, copier, and scanner.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours

Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during tax season (generally January 15- April 15).

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