Tax Assembly Supervisor
Description
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
The Tax Assembly Supervisor provides day-to-day oversight of the Tax Assembly team. The Tax Assembly Supervisor acts as a career advisor and manages the performance of the team including goal setting, career development, and performance evaluations. The Tax Assembly Supervisor is responsible for the coordination and monitoring of workflow and processing of accurate and timely client deliverables and filings with governmental agencies. This position works closely with our client-facing professionals and the Tax Assembly team to champion change and implement firm initiatives.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Act as career advisor and manage performance of the Tax Assembly team
Oversee the processing of client deliverables (e.g., tax returns, extensions, organizers and client maintenance projects) in an accurate and timely manner while following quality control standards
Supervise and manage workflow and training of Tax Assembly team
Assist with establishing and maintaining best practices
Assist Business Services Managers with implementing firm initiatives
Update and monitor due date tracking schedules and reports to tax management
Identify and develop process improvement
Coordinate delivery of tax organizers and scanning client data
Coordinate and assist with binder closing procedures and compliance following quality control standards
Other duties and special projects as assigned
Qualifications:
High School Diploma/GED required
Minimum of 3 years of related experience required, experience in a professional services environment preferred
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Experience coaching and managing a team
Ability to quickly build relationships to influence the accomplishment of organizational goals
Executes effectively by using resources efficiently, meeting deadlines, and keeping others informed of work plans and progress toward goals
Strong attention to detail, commitment to producing accurate work in a timely manner
Proven commitment to providing exceptional client service
Strong verbal and written communication skills with the ability to articulate complex issues to others
Adaptable to a changing environment; champions change and influences others to change
May require some overtime hours
Ability to travel as needed, approximately 5%
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Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact ******.
Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It's uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
Compensation Range (Denver Market ONLY): Compensation range for California: $75,000-$105,000Compensation range for Colorado: $70,000-$88,000Compensation range for Washington: $70,000-$92,000
Primary Location Orange County, CA
Other Locations Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Denver, CO, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Everett, WA, Phoenix, AZ, Healdsburg, CA, Tri-Cities, WA, Seattle, WA, Santa Rosa, CA, Albuquerque, NM, Salinas, CA, Kansas City, KS, Salt Lake City, UT, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Dallas, TX, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA, Houston, TX
Employee Status: Regular
Schedule: Full Time
Req ID: 27173
