New York, New York, United States · On-site
TAX SUPERVISOR JOB DESCRIPTION The Tax Supervisor reports to the Tax Manager/Senior Manager and is responsible for organizing and managing client engagements and projects. The person in this role is expected to develop p…
Skills: Tax Preparation, Tax Review, Tax Planning, Client Relationship Management, Staff Supervision
New York, New York, United States · Remote Solely
Tax Manager About Gelt: Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utili…
Skills: Tax Review, Quality Control, Tax Research, Team Leadership, Tax Modeling
New York, New York, United States · Remote Solely
Tax Senior Manager, CPA (Full-Time, Remote, USA) About Gelt: Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes…
Skills: Tax Review, Quality Control, Tax Research, Team Leadership, Tax Modeling
New York, New York, United States · Remote Solely
Tax Manager/Senior Manager, CPA (Full-Time, Remote, USA) About Gelt: Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our client…
Skills: Tax Review, Quality Control, Tax Modeling, Federal Tax Law, S-Corporations
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The Tax Supervisor is responsible for managing client engagements and supervising junior tax colleagues. Key duties include preparing and reviewing complex tax returns for individuals, partnerships, and corporations.
Candidates must have a degree in Accounting or Tax, an active CPA or EA certification, and over 4 years of public accounting tax experience. Experience with High-Net-Worth Individuals and CCH Axcess software is required.
The Tax Supervisor reports to the Tax Manager/Senior Manager and is responsible for organizing and managing client engagements and projects. The person in this role is expected to develop professionally within Gelt and be ready to take on the role of Tax Manager within 1 year.
-Identify, communicate and resolve engagement issues in a timely and organized manner
-Supervise, train and mentor junior tax colleagues
-Prepare complex Individual, Partnership, and Corporate tax returns
-Review individual and business tax returns
-Assist with tax planning
-Participate in administrative projects such as the annual revision of checklists and engagement letters
-Manage client relationships professionally and courteously
-Strong analytical, technical and communication skills
-Ability to balance multiple priorities and complete assignments by deadlines
-Pivot quickly and adapt to changing client and business dynamics
-4+ years of current or recent public accounting tax experience
-Experience with High-Net-Worth Individual, Partnership, and Corporate tax returns
-Comfortable with tax software such as CCH Axcess
Premium tax solutions for HNWIs and businesses. Optimize your taxes through Gelt's expert CPAs & AI-technology.
At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income. Our seasoned CPAs, combined with advanced technology, will help you achieve your financial objectives faster. Our expert team examines your specific financial circumstances to craft a customized tax strategy that maximizes deductions and minimizes your tax burden. By keeping current with the latest tax laws and regulations, we ensure that your tax planning remains both compliant and optimized for maximum benefits, year after year. Experience the impact of our personalized, proactive, transparent, and communicative approach, and see how we can help you grow your wealth.
Offices: Miami, Florida, US
Premium tax solutions for HNWIs and businesses. Optimize your taxes through Gelt's expert CPAs & AI-technology.
At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income. Our seasoned CPAs, combined with advanced technology, will help you achieve your financial objectives faster. Our expert team examines your specific financial circumstances to craft a customized tax strategy that maximizes deductions and minimizes your tax burden. By keeping current with the latest tax laws and regulations, we ensure that your tax planning remains both compliant and optimized for maximum benefits, year after year. Experience the impact of our personalized, proactive, transparent, and communicative approach, and see how we can help you grow your wealth.
Offices: Miami, Florida, US
