Senior/Manager Level Tax Accountant & Training Supervisor

Welgaard CPAs & Advisors is a leading public accounting firm specializing in tax, accounting, and advisory services. We are committed to empowering our team members with the resources, support, and training needed to thrive in their careers. Our culture emphasizes collaboration, continuous learning, and delivering exceptional value to our clients. If you’re passionate about tax accounting and helping others succeed, we want to hear from you!

Hours:

This position works 2080 hours each year. During our busy season, January through mid-April, our tax staff work an average of 57 hours per week. Outside of tax season our team works a 3-4 day work week, with our offices being closed on Fridays. Our Training Supervisor role will take an estimated 300 hours per year of that time.

 

Position Summary:

We are seeking an experienced Tax Staff Accountant to join our team and take on the additional responsibility of Training Supervisor for the firm. This dual-role position combines technical tax expertise with a passion for mentoring and developing others. The ideal candidate will play a vital role as a tax staff accountant, while designing and implementing training programs that support professional growth and excellence across the firm.

 

Key Responsibilities:

Tax Staff Accountant Duties:

  1. Completion of tax returns, financial statements and other accounting related tasks as assigned by the Department Supervisor.
  2. Prepare, examine and evaluate accounting records, financial statements, and other required financial reports according to approved procedures to obtain accuracy, completeness and reporting conformance.
  3. Compute taxes owed and prepare tax returns according to approved procedures, ensuring compliance with payment, reporting and other tax requirements.
  4. Evaluate business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses.
  5. Provide ongoing client support, as directed by the Department Supervisor, by systematically gathering information, adjusting journal entries, keeping records, examining reports, answering questions and providing ongoing technical assistance.
  6. Execute and support quality control procedures to ensure firm operations align with best practices and reporting documents comply with AICPA standards.
  7. Log services provided so records are consistently accurate, updated and available.

 

Training Supervisor Duties:

  1. Work with the Department Supervisors and Technical Reviewers to research, plan, and coordinate training programs, seminars and conferences for all staff and departments (but heavily weighted to Tax/A&A/Client Management), with assistance from the Training Coordinators.
  2. Develop, organize, and oversee the firm’s training programs for staff at all levels and departments.
  3. Stay informed on industry trends, tax law updates, and best practices to integrate into training content.
  4. Gather feedback and communicate key take-aways from training sessions.
  5. Find and develop internal trainers to foster a culture of learning and knowledge sharing.
  6. Monitor and assess training effectiveness, gathering feedback to improve programs and align them with firm goals.

 

Qualifications:

  1. Bachelor’s degree in Accounting; CPA certification preferred.
  2. 3+ years of public accounting experience with a strong tax background.
  3. Demonstrated experience or interest in mentoring, training, or staff development.
  4. Proficiency in tax software and Microsoft Office Suite.
  5. Strong technical skills with an aptitude for explaining complex concepts in an accessible manner.
  6. Excellent communication, organizational, and leadership skills.
  7. A proactive and collaborative mindset with the ability to manage multiple priorities effectively.

 

What We Offer:

  1. Competitive compensation and comprehensive benefits.
  2. Opportunities for career growth and leadership development.
  3. A collaborative work environment that values innovation and continuous learning.
  4. Flexibility to balance personal and professional commitments.

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