Reports To Supervisor
Tax Managers and above within the Tax Team
Summary of Job Function
At LGA our primary focus is on our people. As a Tax Supervisor in LGAs tax service line you will gain hands-on experience working with one of our three specialized groups:
- Business Group: Focus on C-Corps S-Corps and Partnerships handling tax filings for complex partnerships multi-state businesses and international operations with minimal individual tax filings.
- Enterprise Group: Work with C-Corps S-Corps Partnerships and related 1040s/1041s preparing/reviewing tax returns for owner-operated businesses in New England and their business owners.
- Private Client Group: Specialize in Personal Trust Estate and Gift tax filings serving high-net-worth individuals and their families with limited entity return preparation and review.
The salary range for this position is $00000 - $00000 per year depending on experience and qualifications.
Essential Job Duties
- Proficient in the preparation of Corporate Partnership and Individual tax returns
- Demonstrates an ability to prepare multi-state income tax returns
- Accounting knowledge with non-attest engagements and the preparation of accounting and tax work papers and reconciliations
- Flexibility to manage a fast-paced environment multiple client projects and meet all deliverables and deadlines especially during busy season
- Excellent written and verbal communication skills
- Demonstrates as ongoing commitment to continuing education and professional growth
- Experience in supervising training and mentoring staff
- Preparation of high-net-worth individual estates and trust tax returns is a plus
- Ability to research tax issues is a plus
- Strong attention to detail and a passion for excellence
- Positive attitude focused on enhancing the firms culture and an open-mindedness to change
- Has developed a solid technical base as it relates to federal MA and multi-state tax issues and has gained experience on various types of tax entities; is assuming/preparing more complex tax assignments
- Has a more in-depth knowledge of basic tax and accounting issues; able to perform more difficult tax research and prepare preliminary documentation (with supervision)
- Demonstrates the ability to effectively use CCH Engagement CCH Tax BNA and other tax tools on client engagements
- Demonstrates a comprehensive understanding of accounting principles and the ability to apply this knowledge to difficult areas or complex client engagements. Recognizes potential accounting issues and presents possible solutions to the individual responsible for the engagement
- Applies an in-depth understanding of the Internal Revenue Code and Regulations to which each client is subject and helps Associates to develop and apply this knowledge
- Keeps current on tax law changes and communicates to Associates the anticipated impact of these changes on client engagements
- Reviews Associate research work processes and conclusions to ensure clarity completeness and accuracy
Education and Experience:
- Bachelors degree in Accounting Taxation or a related field
- Masters in Accountancy or Tax or a plan to pursue preferred
- CPA or EA certification or a plan to pursue preferred
- 4-6 years experience in related field
Required Qualifications:
- Proficiency in Microsoft Office Suite (Word Excel Outlook etc.).
- Experience with the CCH Suite of Products (ProSystem fx Tax Engagement Document Portal) is a plus.
- Ability to review and troubleshoot tax software issues and guide junior staff in usage.
- Comfortable working in a technology-driven paperless environment.
- Strong organizational skills detail oriented and able to manage multiple deadlines.
- Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
- Ability to mentor and train junior team members providing constructive feedback.
- Acts as a culture carrier ensuring alignment with the firms vision and values
- Respect for compliance and confidentiality.
Work Environment and Special Physical Demands:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- This job is performed in an office setting indoors and at times travel to one of the other firm locations is required.
- Dexterity of hands and fingers to operate a computer keyboard mouse and other machines.
- While performing the duties of this Job the employee is regularly required to stand and walk.
- Talk or hear.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Overtime may be required to meet project deadlines and support the team during traditional peak seasons.
LGA is committed to providing an equal opportunity and reasonable accommodation for people with
disabilities. If you require a reasonable accommodation to complete an application interview or
otherwise participate in the recruiting process please email us at .
Service Line: Internal Tax team
Function: Billable
FLSA Status: Exempt
Location: Any LGA office (Woburn MA Salem NH or Chestnut Hill MA) or remote
Employment Type: Experienced
Degree Required: Yes
Direct Reports/Supervisory Responsibility: Yes
Travel: Occasionally between LGA offices and client sites
Required Experience:
Manager