Tax Supervisor
CBIZ • Riverhead, New York • Full Time
Posted on Thu, Jun 11, 2026
Responsibilities
Responsibilities
- Performs compilations and reviews for clients in various industries.
- Project manages one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives.
- Performs a detailed review of the assignment team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes.
- Reviews trial balance and general ledgers for businesses
- Prepare applicable tax returns or review applicable returns prepared by junior staff
- Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
- Ensure complete client satisfaction through open communication, managing expectations, and meeting deadlines
- A track record of delivering quality work for clients; demonstrating an understanding of the client's business and relevant professional standards and maintaining excellent client relationships
- A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities
- Creative problem-solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues
- A professional services background with experience of working across clients while actively seeking new learning opportunities to stay technically up to date building on their knowledge of the firm's service offerings
- Attend professional development and continuing education sessions on a regular basis
- Some local travel to client locations required
Preferred Qualifications
- Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems.
- Experience with accounting software.
- Solid organization skills with a demonstrated ability to multi-task.
Qualifications
Minimum Qualifications
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- At least 3 years of experience in public accounting or related field
- 1 year supervisory experience preferred
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs