Our client is seeking a Tax Supervisor to join their growing team. This is a full-time / permanent position with a direct client of Aprio Talent Solutions.
Client Industry: Financial Services
Role/Title: Tax Supervisor
Location: Santa Rosa, CA
Onsite / Hybrid: 5 days per week during peak season / Hybrid during non-peak season.
Salary: $115 - 120k+ (Flexible based on candidate experience / requirements)
Benefit highlight: Unlimited PTO, lower hours during non-tax season
Key Responsibilities
- Manage approximately 150 clients (Individual, not corporate)
- Prepare and review accurate tax returns for individuals, businesses, non-profits, trusts, and estates. (This role is mostly individual returns)
- Maintain client relationships and provide exceptional client service throughout the tax preparation process.
- Assist clients in planning and consulting on tax-related issues including estate matters, tax issues, and business strategies.
- Identify opportunities to expand services to clients.
- Cultivate new client relationships through referrals and networking.
Qualifications
- Must be willing to work onsite in the Santa Rosa, CA office
- Bachelor’s degree in accounting, finance, or a related field.
- 4-7 years of experience in public accounting.
- CPA certification/ EA preferred
- Proficiency in CCH tax software a plus, Microsoft Office Suite, Adobe, Tax Planning/BNA
