Tax Supervisor

As a Tax Supervisor at Latitude in Fairfax, VA, your main responsibilities will revolve around reviewing and preparing various tax returns including 1040s, corporate, partnership returns, and estates and trusts. You’ll also be engaged in preparing multi-state tax returns and applying strong tax research skills to meet client needs. Additionally, you will be mentoring newer staff members, fostering a collaborative atmosphere that emphasizes growth and learning.

To qualify for the Tax Supervisor position at Latitude, you must be a CPA with a minimum of four years of tax accounting experience in a public accounting firm. Strong expertise in reviewing and preparing 1040s, corporate and partnership returns, along with estates and trusts, is essential. A master’s degree in tax or an eagerness to obtain one is preferred. Experience with ProSystems Engagement and Axcess also gives you an edge!

While it is not absolutely necessary, having experience with ProSystems Engagement and ProSystems Axcess is highly desirable for the Tax Supervisor role at Latitude. These tools can significantly enhance your efficiency in managing the firm's tax practice and help streamline client service, so familiarity with them will definitely set you apart.

At Latitude, the work culture is centered around collaboration, communication, and client service. As a Tax Supervisor, you will enjoy a supportive environment where mentoring staff and sharing knowledge is encouraged. A strong work ethic and a positive attitude are key to fitting into our team, especially during the demanding tax season. We value those who are willing to put in extra effort to serve our clients excellently.

Tax Supervisors at Latitude can look forward to a comprehensive benefits package. This includes two medical plan options (POS and HSA), dental and vision coverage, flexible spending accounts, and company-paid life insurance and short-term disability. Additionally, a matching 401(K) retirement savings plan, employee assistance program, paid vacation and holidays further enhance the compensation package offered to our team members.

In your answer, highlight specific tax returns you have prepared or reviewed, such as 1040s, corporate, and partnership returns. Discuss any complex scenarios you’ve encountered, particularly with multi-state returns or estates and trusts, and how you ensured accuracy and compliance with tax laws.

Discuss any specific tax research tools you have used, emphasizing how they assisted you in resolving tax issues. Illustrate your problem-solving skills by sharing a particular instance where tax research led to a successful outcome for a client or your firm.

Share your philosophy on mentoring and provide examples of how you have guided junior team members in the past. Speak about the importance of providing constructive feedback, sharing knowledge, and fostering a supportive environment to enhance their skills and confidence.

Mention any familiarity with specific tax software such as ProSystems and Excel. Elaborate on how utilizing such software has improved your efficiency in preparing returns, managing client data, or conducting research. Providing a successful example of a project completed using these tools can make your answer more impactful.

Explain your time management strategies during peak times, like tax season. Discuss how you prioritize projects, maintain open communication with clients and staff, and ensure all deadlines are met without compromising quality in your work.

Outline a situation where you faced a challenging client and how you resolved the issue. Stress the importance of communication, empathy, and professionalism, emphasizing what you learned from the experience and how it improved your client relations skills.

Discuss critical skills such as strong analytical abilities, attention to detail, solid tax knowledge, and exceptional interpersonal skills. Emphasize the importance of delivering excellent client service and how continuous learning contributes to your effectiveness in the role.

Share your methods of staying informed about changes in tax legislation, such as attending webinars, subscribing to professional journals, or participating in industry networks. Highlight the importance of ongoing education to ensure compliance and provide accurate advice to clients.

Discuss personal motivations, such as a passion for helping clients navigate complex tax situations, the satisfaction of mentoring others, and your commitment to delivering high-quality work. Connecting your motivations to the company’s values can make your answer resonate more.

Express your admiration for Latitude’s reputation in the industry, your alignment with its values, and your eagerness to contribute to its mission. Maybe mention the supportive work culture, the opportunities for professional development, or your interest in the clients they serve as reasons for your enthusiasm.