Job summary
Job post source
This job is directly from LifeTime Asset & Tax Management
Job overview
The Tax Supervisor role at LifeTime Asset & Tax Management involves preparing tax returns and providing tax planning strategies to support high-net-worth individuals and small business clients, impacting client financial outcomes.
Responsibilities and impact
The Tax Supervisor will prepare individual and business tax returns, collaborate with clients and internal teams, identify tax-saving opportunities, conduct tax research, and support high-net-worth individuals and small business clients.
Experience and skills
Candidates must have a Bachelor’s degree in Accounting or related field (Master’s preferred), CPA designation, and 5+ years of public accounting experience focused on tax compliance, with knowledge of tax laws and experience with high-net-worth individuals, S Corporations, Partnerships, and preferred experience with Trusts, Estates, CCH Axcess, QuickBooks, and Microsoft Office.
Application process
Applicants are instructed to contact MARK@LIFETIMEASSET.COM for application details.
Company overview
LifeTime Asset & Tax Management is a financial services firm specializing in comprehensive wealth management, retirement planning, and tax strategy for individuals and families. The company generates revenue through advisory fees, financial planning services, and tax preparation, positioning itself as a trusted partner for clients seeking long-term financial security. Founded by experienced professionals, LifeTime Asset & Tax Management emphasizes personalized solutions and fiduciary responsibility, tailoring strategies to each client’s unique goals. The firm has built a reputation for integrity and expertise, often leveraging advanced planning tools and ongoing education to stay ahead of industry trends. Candidates should be aware of the company’s client-centric philosophy and its commitment to ethical, transparent financial guidance.
How to land this job
Tailor your resume to showcase your CPA certification, extensive public accounting experience, and expertise in tax compliance, especially with high-net-worth individuals and small businesses, aligning closely with LifeTime Asset & Tax Management's focus.
Highlight your proficiency with relevant software such as CCH Axcess, QuickBooks (both online and desktop), and Microsoft Office Suite, along with strong leadership and project management skills, as these are critical for the Tax Supervisor role.
Apply through multiple channels including LifeTime Asset & Tax Management's corporate website, LinkedIn job postings, and professional accounting forums to maximize your application visibility.
Connect with current employees in the tax or accounting division at LifeTime Asset & Tax Management on LinkedIn; use ice breakers like commenting on recent company tax initiatives, asking about their experience with client collaboration, or inquiring about the use of specific tax software in their workflow.
Optimize your resume for ATS by incorporating keywords from the job description such as 'CPA,' 'tax compliance,' 'S Corporations,' 'partnerships,' 'trusts and estates,' 'CCH Axcess,' and 'tax planning strategies' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms and identify relevant LinkedIn contacts, allowing you to focus your time on networking and interview preparation.
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