Supervising Associate Job Description
Supervising associate
provides high quality tax planning and consulting to our firm's high net-worth clients for estate, trust, and individual income taxes.
Supervising Associate Duties & Responsibilities
To write an effective supervising associate job description, begin by listing detailed duties, responsibilities and expectations. We have included supervising associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Uses advanced knowledge of estate, gift, and trust tax returns, and trust accounting
Other tax compliance responsibilities may include IRS audit assistance, tax notice response, trust returns, gift and estate returns
Review complex individual tax returns and related fiduciary, partnership, corporate, not for profit, and gift tax returrns, 1040s and 10401s
Exemplary listening and comprehension skills
Execution and product proficiency to their commitments
Strong deliverable, project-based orientation
Utilize proactive, effective communication with management, staff and clients
Supervise various staff including Office Associates and a Receptionist
Ensure all employee training (new hire, monthly cross training, ) is performed and standard
Supervise 3 staff including Office Associates and a Receptionist
Supervising Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Supervising Associate
List any licenses or certifications required by the position: CPA, SHRM, HR, PMP, PRINCE2, ITIL, ATD, CIPD
Education for Supervising Associate
Typically a job would require a certain level of education.
Employers hiring for the supervising associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Communications, Finance, Business, Business/Administration, Marketing, Taxation, Graduate, English, Computer Science
Skills for Supervising Associate
Desired skills for supervising associate include:
Multiple functional areas
Individual functional area
Popular media sites essential
Social media resources for proactive intelligence collection
Selected specialty practice
Trust accounting
Trust tax returns
Gift
Estate
Taxation Codes and Regulations
Desired experience for supervising associate includes:
Research and resolution of tax issues and notices
Run high volume copy machines and performs binding and finishing work
Ensure convenience copiers are working properly, checking for quality via daily inspections
Perform all repair service on customer copier equipment
Maintain records for management reports and inventories of supplies needed
Distribute office supplies, fax transmissions and mail to company personnel and/or designated drop-off points as required
Supervising Associate Examples
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Supervising Associate Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of supervising associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for supervising associate
- Respond to and coordinates all service calls required by customer
- Daily logged incidents tickets monitoring
- Build & maintain relationship with leadership, clients, key vendors
- Day to day support + 1 per month on-call weekend
- Uploading and validating GRC ruleset changes
- Monitor & track incidents for area situational awareness related to top security disciplines
- Conduct comprehensive all-source monitoring, collection and analysis of threats potentially impacting company assets and communicate the information in a timely and accurate manner
- Produce tactical risk assessments and various other reporting as needed for threats potentially impacting company assets
- Collaborate with Regional Security personnel and other business partners to help determine incident and threat impacts to the company and collaborate with other business units on appropriate response
- Gain and maintain an understanding of key area stakeholders’ top concerns (area leadership, Regional Security Managers and other relevant partners) and produce security assessments and incident/situational reporting based on requirements
Qualifications for supervising associate
- Serve as Subject Matter Expert in several areas
- Internal trainings
- Opportunity to develop your career
- Help inform the Global Threat & Risk process by contributing top area priorities and requirements (including but not limited to terrorist and violent extremist threats, political instability, transnational criminal organizations, and regional emerging threats) to establish top concerns for the organization especially for the areas of Global Travel and Meetings and Events Security
- Remain current on security and intelligence topics
- Help develop continuous improvement and industry best practices regarding threat intelligence assessment & escalation protocols
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Supervising Associate Job Description
Job Description Example
Our growing company is looking for a supervising associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for supervising associate
- None initially, with potential for the future
- Complete all aspects of accounting, tax and audit engagements for clients including status
- Managing the completion of all aspects of accounting, tax, and audit engagements for clients
- Providing status updates to upper-level engagement managers
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as
- Complete suitability reviews of Investment Policy Statements for Associate Portfolio Managers
Qualifications for supervising associate
- Advanced open source research skills
- Ability to work a flexible schedule and sometimes extended schedule during crisis periods, to include weekends and holidays
- Ability to operate under stress and multi-task in a fast-paced environment, sometimes under ambiguous circumstances
- Analytic experience within the Open Source Intelligence (OSINT) community, and/or previous experience with law enforcement, the intelligence community, the military, security consulting, corporate security or enhanced due diligence
- Technical expertise and experience in information gathering from open sources, government or vendor reporting, social media and/or public or private sector partnership networks
- Demonstrate understanding of the client’s business including analysis and planning of client