Tax Supervisor - Private Client Services (50261)
$122K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$122K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$122K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Ada, MI · On-site
Maintain client information and documentation across various firm systems, including SafeSend, GoFileRoom, PP365, SurePrep, Engagement, and UltraTax. * Assist clients with document intake, document ...
Ada, MI · On-site
Maintain client information and documentation across various firm systems, including SafeSend, GoFileRoom, PP365, SurePrep, Engagement, and UltraTax. * Assist clients with document intake, document ...
Los Angeles, CA · On-site
$90K - $200K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Los Angeles, CA · On-site
$90K - $200K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$105K - $138K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$105K - $138K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Frisco, TX · Hybrid
Lead an overlay sales organization focused on driving adoption and revenue growth for SafeSend,SurePrep, and Additive solutions across aligned segments. * Executea targeted Accelerator strategy that ...
New
Frisco, TX · Hybrid
Lead an overlay sales organization focused on driving adoption and revenue growth for SafeSend,SurePrep, and Additive solutions across aligned segments. * Executea targeted Accelerator strategy that ...
New
Owings Mills, MD · On-site +1
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Owings Mills, MD · On-site +1
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
San Diego, CA · Hybrid
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Spartan Placements is an equal opportunity employer. All terms and ...
Quick apply
San Diego, CA · Hybrid
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Spartan Placements is an equal opportunity employer. All terms and ...
Frisco, TX · Hybrid
$144K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Frisco, TX · Hybrid
$144K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Eagan, MN · Hybrid
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Eagan, MN · Hybrid
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Nashville, TN · Hybrid
$78K - $97K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Nashville, TN · Hybrid
$78K - $97K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Providence, RI · On-site
$60K - $95K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Providence, RI · On-site
$60K - $95K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Braintree, MA · On-site
$90K - $200K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Braintree, MA · On-site
$90K - $200K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$122K - $160K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$122K - $160K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$119K - $156K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$119K - $156K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
$122K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$122K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Braintree, MA · On-site
$70K - $125K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Braintree, MA · On-site
$70K - $125K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
San Diego, CA · On-site
$60K - $95K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
San Diego, CA · On-site
$60K - $95K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$13.94 - $14.18
2% of jobs
$14.18 - $14.42
4% of jobs
$14.42 - $14.66
6% of jobs
$14.66 - $14.90
10% of jobs
$14.95 is the 25th percentile. Wages below this are outliers.
$14.90 - $15.14
12% of jobs
$15.14 - $15.38
12% of jobs
The median wage is $15.46 / hr.
$15.38 - $15.62
12% of jobs
$15.62 - $15.87
12% of jobs
$15.97 is the 75th percentile. Wages above this are outliers.
$15.87 - $16.11
12% of jobs
$16.11 - $16.35
11% of jobs
$16.35 - $16.59
8% of jobs
$13
$15
$16
A Sureprep job typically refers to roles related to SurePrep, a company specializing in tax automation software and services. These jobs often involve tasks such as preparing and reviewing tax documents, using AI-driven technology to streamline tax workflows, and assisting tax professionals in improving efficiency. Common positions include tax preparers, quality reviewers, and software specialists. Employees in these roles work with accounting firms to optimize tax document processing and compliance.
In a typical day as a Sureprep professional, you will review and organize client tax documents, input data into specialized software, and collaborate with tax preparers and accountants to ensure accuracy and completeness. Tasks may involve communicating directly with clients to request missing information and resolve discrepancies, as well as following up on pending items. You can expect to work both independently and as part of a team, especially during peak tax season when deadlines are critical. The role offers the opportunity to develop specialized tax knowledge and can serve as a stepping stone to more advanced positions within the accounting or tax preparation field.
To thrive in a Sureprep role, strong tax preparation knowledge, attention to detail, and familiarity with tax documentation are essential, typically demonstrated by experience in accounting or tax services. Proficiency with SurePrep software, tax preparation platforms, and document management systems is commonly required. Excellent organizational skills, client communication, and the ability to work well under tight deadlines set standout professionals apart in this field. These capabilities ensure accurate and efficient processing of tax documents and contribute to a smooth client experience during busy tax seasons.

$122K - $160K/yr
Full-time
Posted 19 days ago
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! Â
We are looking for a Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be responsible for:Â
Sourced by ZipRecruiter
Professional, scientific, and technical services
51 - 200 Employees
New York, NY, US
1979