Tax Supervisor

Description

At LattaHarris, our success is built on relationships, trust, and helping people reach their full potential. We're looking for a Tax Supervisor who is passionate about serving clients, mentoring team members, and delivering exceptional tax and accounting services.

This role is an exciting opportunity for a tax professional who enjoys balancing technical expertise with leadership responsibilities. 

As a Tax Supervisor you'll serve as the primary advisor for a portfolio of clients, oversee the preparation and review of tax returns and financial statements, and help develop the next generation of accounting professionals.

If you're looking for a role where you can make an impact on clients, influence the growth of others, and continue advancing your own career, we'd love to talk with you.

What You'll Do 

Build Trusted Client Relationships

• Serve as the lead professional for a portfolio of clients.
• Meet regularly with clients to provide tax planning, consulting, and advisory services.
• Help clients navigate complex tax matters with confidence and clarity.
• Manage all aspects of client engagements, including planning, execution, communication, and billing.
• Represent clients before the IRS and other tax authorities when needed.

Deliver High-Quality Technical Work

• Prepare and review complex individual, business, partnership, trust, and corporate tax returns.
• Review financial statements and workpapers prepared by team members.
• Conduct tax research and provide practical solutions to client challenges.
• Prepare and review tax projections and planning opportunities.
• Analyze and respond to tax notices and correspondence from regulatory agencies.

Coach and Develop Team Members

• Serve as a mentor and resource for accountants, interns, and seasonal staff.
• Provide timely feedback, training, and coaching to support professional growth.
• Review work and help ensure the development of technical and client service skills.
• Foster a collaborative team environment where people feel supported and challenged.

Contribute to Firm Growth

• Build relationships within the business community and cultivate referral opportunities.
• Assist with recruiting and onboarding new team members.
• Participate in presentations, training sessions, and thought leadership opportunities.
• Stay current on emerging tax regulations, technology, and industry best practices.
• Support firm initiatives that strengthen our culture and client experience.

Why LattaHarris?

At LattaHarris, we believe our people are our greatest asset. We are committed to:

• Providing exceptional service and value to our clients.
• Leveraging the full strength of our team to help clients achieve their goals.
• Creating an environment where team members can thrive personally and professionally.
• Protecting and strengthening the relationships that have made our firm what it is today.

We offer:

• Flexible work arrangements
• Competitive compensation and benefits
• Professional development and leadership opportunities
• A collaborative and supportive culture
• Opportunities to make a meaningful impact on clients, colleagues, and communities throughout Iowa

Requirements

 What we're looking for:

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or EA designation (or ability to gain within the first year) 
• Minimum of 3 years of public accounting experience with a focus on taxation.
• Strong knowledge of tax compliance, planning, and accounting principles.
• Experience reviewing work prepared by others.
• Exceptional organizational, analytical, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

Preferred Qualifications

• Prior experience leading client engagements.
• Experience mentoring and developing staff.
• Business development or networking experience.