Supervisor, Comprehensive Tax Solutions - Public and Middle Markets

HORNE is a professional services firm founded on a cornerstone of public accounting. As a top 25 business advisory firm, our team members serve clients from offices and project locations across the nation and Puerto Rico. Our Public and Middle Market team brings an owner’s mindset to companies and delivers game-changing results. We help clients navigate the business, financial, tax, technical and personnel issues that arise along the way so they can focus on growing their business and creating a competitive advantage.

Summary

HORNE is a professional services firm founded on a cornerstone of public accounting.

Supervisors are responsible for preparing more complex tax returns with little assistance.  Supervisors will assist interns, associates, and senior associates with technical and software issues.  Supervisors will begin to review more complicated tax returns.  Supervisors will communicate with clients regularly and build client relationships. Supervisors will be proficient in tax research and be able to properly document and cite findings.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Assumes responsibilities for project management.
• Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
• Monitors time budgets.
• Leads staff and provides on-the-job training; reviews work papers and returns prepared by staff.
• Anticipates problem areas and questions that will arise during the course of a project.
• Keeps leadership informed of all-important developments; analyzes problems and recommends solutions.
• Ensures that tax returns, and other compliance returns are prepared in accordance with professional and Firm standards.
• Coordinates progress reports and inquires with the relationship manager to keep the client updated.
• Works to develop responsible, trained staff by assisting in performance evaluations.
• Prepares invoices for clients and communicates details of the fees to clients and the consulting relationship manager.
• Possesses a complete knowledge of the Firm’s philosophy and its opinions on financial matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the individual and business climate.
• Attention to client service and adding value to clients’ businesses is an integral part of the job requirements. Managers must demonstrate their ability to identify cross-selling opportunities and follow through with those opportunities or refer them to other professionals if necessary. Ownership of the business development process is required.
• Takes responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
• Learns through Mentor or other Partners proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
• Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Understands the Firm’s business on a day to day basis: billings and collections, proper utilization of staff, Firm policies and procedures, etc.
• Participates in Firm’s practice development efforts.
• Prepares other reports and projects as requested from time to time by the Partners.
• Participates in Firm’s marketing efforts to add new business to the Firm.
• Serves as Mentor for Senior Associates, and Associates.
• Perform other duties as assigned.

Work environment

Work to be performed in HORNE office setting on a hybrid schedule, ideally 3+ days/ week

Physical demands

• Prolonged periods sitting at a desk and working on a computer.
•  Must be able to lift up to 20 pounds at times.

Travel required

 10 – 25% travel

Required education and experience

•  2 – 6 years’ experience in public accounting or consulting, demonstrating a progression in complexity and number of projects
•  Bachelor’s or Master's degree in Accounting

Preferred education and experience

•  Current and valid CPA license strongly preferred. If not currently a CPA, the ideal candidate must be CPA eligible and working toward obtaining licensure by taking and passing applicable state CPA exam
• If CPA, must be a member in good standing with the A