FutureView CPA is a boutique business advisory firm founded in 2005 in Newport News, Virginia. During 2020, we took the firm 100% virtual and our entire team is remote. Our firm is searching for a strategic tax advisor to assume the role of Tax Supervisor. The Tax Supervisor will assist with reviewing tax returns, seeking opportunities for strategic tax positions, preparing and presenting tax plans for clients and supervising the workflow of the preparation team. This position is a remote position that requires 32 dedicated hours per week year-round.
The successful candidate will be able to manage the staff that prepares individual and entity tax returns and the admin staff that gather data and communicate with clients.
We have clientele all over the U.S., and the successful candidate will be able to manage, advise and research multi-state and local taxation.
Our clients work worldwide and regularly need advice and research on global tax matters, and the successful candidate will be comfortable researching, reaching conclusions and applying their findings to advise our clients.
We need estate and trust expertise in our firm. Candidates with experience in trust and estate taxation will be pushed to the top of the list!
The Tax Supervisor position is in charge of managing the entire workflow of the Tax Department including running and delivering tax projections and proactive tax plans to clientele several times throughout the year.
The successful candidate will have extensive experience in the following:
1) Reviewing income tax returns to include 1040, 1120/S, 1065, 990, 1041 706, 709
2) Preparing, reviewing and delivering proactive tax plans and projections
3) Supervisory skills with a coaching mentality
4) Excellent communication skills, with the ability to talk to clients in a way that is not intimidating and easy to understand
5) Experience using UltraTax, Planner CS and the Microsoft and/or G-suite tools
6) Ability to work independently, perform research, make critical judgments and decisions and apply research findings.
7) Licensed CPA or EA in good standing and current on all CPE and ethics requirements
8) Masters in Taxation a plus
9) Certificate in International Taxation or SALT a plus
10) Ability to quickly adapt to technological changes happening in our profession and to adopt technology tools as they become available.
11) Ability to manage and meet deadlines on time is required.
12) Ability to manage multiple staff, schedule their workload, and track staff deadlines to ensure on-time (early) delivery!
This position is a 30-hour-per-week position, with Fridays off, year round.
FutureView CPA offers the following benefits:
All Federal Holidays OFF!
Additional Paid Holidays - Day after tax day (April 16), Black Friday, Christmas Eve, New Year's Eve.
Group benefits for employees who work at least 30 hours or more per week include the following:
Employee Funded:
• AFLAC coverage for short-term disability, cancer, and accident
• Simple IRA with up to 3% employer match
• Participation in our group Prepaid Legalshield and/or IDShield plan
Employer Funded:
• Long-term disability
• Group term life insurance up to 1X salary plus dependent benefit of $10,000 for spouse and $5,000 per dependent child.
• Employer reimbursement for state board of accountancy license
• 40 hours of annual continuing professional education
• Accountable Plan - Home office reimbursement up to $1500 per year
• Employer provided laptop with security installed
Our client-facing and team-supporting “office hours” are as follows (all in EST):
• Mon – Thur 9 am to 6 pm, Closed Friday, Saturday, Sunday
Tax Supervisor reports directly to the firm owner and will have up to five direct reports.
Vacation/Paid Time Off:
Paid time off (PTO) will accrue at 3.08 hours per pay period, with a maximum accrual of 80 hours per calendar year. Please do not plan to schedule any paid PTO from January 1 – April 15. Any available PTO can be used for unscheduled sick leave during this time.
TO BE CONSIDERED: Candidates must provide a cover letter, a resume and three recent professional references with their application.