Accounts & Tax Supervisor

Job Title: SBS Supervisor - Strategic Business Solutions

Location: Andover, Massachusetts

Position Type: Full-Time

Are you an accounting and tax professional who enjoys variety, client interaction, and solving real business challenges? Looking for a role that combines accounting operations, tax strategy, and client advisory for privately held and family-owned businesses? I'd love to hear from you! My client's SBS team delivers holistic business advisory, accounting, and tax solutions directly to business owners, closely held companies, and high-net-worth individuals.

As a Supervisor, you will play a critical dual role: serving as a trusted primary contact for clients while guiding and reviewing the work of junior team members.

• Client Advisory & Engagement Management: Serve as the day-to-day point of contact for assigned client accounts, managing engagement schedules, budgets, and overall deliverables.
• Blended Accounting & Tax Execution: Lead accounting and tax engagements for privately held businesses and their owners, including monthly/year-end close, journal entries, reconciliations, and year-round tax planning/projections.
• Financial Statement Reporting: Prepare and review financial statements, with a strong focus on review and compilation engagements.
• Tax Compliance: Prepare and perform technical reviews of federal and state tax returns for partnerships, S corporations, and individuals (Forms 1065, 1120S, and 1040).
• Team Leadership & Development: Review work completed by staff and senior associates to ensure high quality and technical accuracy while providing ongoing coaching and mentorship.
• Collaborative Problem Solving: Work directly with Managers and Partners to identify accounting or tax risks, proactive opportunities, and cross-practice solutions for clients.
• Special Projects: Participate in retirement plan audit engagements as applicable.

• Education: Bachelor's degree in Accounting required.
• Experience: 3+ years of recent public accounting experience, with emphasis on serving privately held, family-owned, or closely held businesses.
• Blended Expertise: Strong combined background in accounting/financial statement preparation (reviews and compilations) and tax compliance (1065, 1120S, 1040).
• Hands-on Accounting
  
  Skills:
  
  Solid understanding of general ledger activity, monthly/year-end close processes, reconciliations, and journal entries.
• Credentials: CPA or EA designation (or active progress toward certification) preferred.
• Leadership
  
  Skills:
  
  Prior experience delegating tasks, reviewing work papers, and providing constructive feedback to junior team members.
• Bonus
  
  Skills:
  
  Experience with retirement plan audits is a plus (traditional audit background is not required).
• Soft Skills: Outstanding communication, organization, and multi-tasking abilities in a collaborative, fast-paced environment.