Position Overview

We’re looking for a proactive and detail-oriented Tax Production Supervisor to support and oversee the daily operations of our on-site Tax Production Team in delivering high-quality client services. This role is ideal for someone with strong organizational skills, a collaborative mindset, and experience in professional services environments.

The Tax Production Supervisor coordinates the support and delivery of audit and tax client services, oversees workflow, assigns tasks, and provides day-to-day guidance to Tax Production team members. This individual helps train staff, supports consistent processes, and promotes a positive team environment. The Supervisor is a quick learner and tech-savvy, with the ability to prioritize tasks under strict deadlines, maintain accuracy, and communicate effectively.

Essential Functions

Management of Client Deliverables

Supports the annual engagement letter and tax organizer process
Coordinates tax season preparation, including researching new procedures
Facilitates collation and delivery of tax returns
Oversees final production of client financial statements and other documents
Coordinates workflow for Production team; assigns tasks to tax production staff including typing, assembly, copying, scanning and general tasks
Monitors document tracking system for timely delivery of client deliverables
Communicates deadlines and workload concerns to the Tax Principal to ensure timely completion of work
E-files Tax Returns; follows up to resolve rejection issues; distributes pending E-file reports
E-files forms W3/W2 and 1096/1099 and maintains related documentation
E-files payroll forms VA-6, 1099s and W-2s to state

Management of Production Team and Workload

Assists production staff with questions; reviews work for accuracy
Maintains list of summer projects to ensure year-round tasks for production staff
Provides ongoing training and updates to Production team members
Runs reports from various programs to track task status
Generates tax return reports for rollover and organizers; distributes to partners
Orders IRS and Accountability payroll forms
Reconciles Guernsey invoices and submits to Controller
Assists with the interview process by reviewing resumes and participating in interviews as needed
Approves PTO requests while ensuring proper coverage

Supervisory Responsibilities

Supervises and supports Production Assistant(s)
Provides training, guidance, and feedback
Identifies training opportunities for staff and recommends development needs
Supports corrective action processes in coordination with HR and management (does not execute independently)
Reports to the Tax Production Manager, and partners to streamline any long-term department improvements

Minimum Requirements

CPA firm production experience strongly preferred
3–5 years of related experience in a CPA firm or professional services environment
Experience supervising staff or leading workflow required
High school diploma required; Associate’s or Bachelor's degree in Business Administration or related field preferred

Other Skills / Abilities

High proficiency with MS Office Programs including Outlook, Word, Excel. PDF and PDF tools
Excellent proofreading, grammar, organizational skills, and attention to detail
Ability to manage multiple tasks, prioritize and adjust priorities as necessary to meet deadlines
Adept at protecting confidential and proprietary information
Strong interpersonal skills and organization skills
Friendly team player who is helpful, respectful, outgoing, and positive

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.
Occasional lifting of boxes and/or paperwork up to 25 pounds.

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