Tax Production Supervisor

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$83,000.00/yr - $90,000.00/yr

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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.

• 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

• 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

• 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
• 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

• 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

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

Mid‑Senior level

Full‑time

Accounting/Auditing, Administrative, and Quality Assurance

Industries:
Accounting

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