Accounts & Tax Supervisor

Insite Group; Massachusetts; On-site; USD 90,000 - 120,000; Full time

Job summary

Insite Group in Andover, MA is seeking a SBS Supervisor to lead client advisory and manage engagements for privately held and family-owned businesses. The role blends accounting operations with tax planning, requiring close collaboration with managers and partners to deliver accurate financial statements and tax returns.

You will supervise and develop staff, ensure high-quality workpapers, and participate in retirement plan audits when applicable.

Qualifications

• Bachelor's degree in Accounting required.
• 3+ years of recent public accounting experience serving privately held or family-owned businesses.
• Blended experience in accounting/financial statements and tax compliance (1065, 1120S, 1040).
• Strong understanding of GL activity, month-end close, reconciliations, and journal entries.
• CPA or EA designation or active progress toward certification preferred.
• Leadership experience delegating tasks and mentoring staff.

Responsibilities

• Serve as day-to-day contact for client accounts, managing engagement schedules, budgets, and deliverables.
• Lead accounting and tax engagements for privately held businesses and their owners, including monthly/year-end close and projections.
• Prepare and review financial statements with focus on reviews and compilations.
• Prepare and review federal/state tax returns for partnerships, S corporations, and individuals.
• Review workpapers and provide coaching to junior staff.
• Collaborate with Managers and Partners to identify risks and opportunities for clients.
• Participate in retirement plan audit engagements when applicable.

Skills

Client advisory & engagement mgmt

Blended accounting & tax execution

Financial statement reporting

Tax compliance (1065, 1120S, 1040)

Team leadership & development

Collaboration & problem solving

Education

Bachelor's degree in Accounting

Job description

Job Title: SBS Supervisor - Strategic Business Solutions

Location: Andover, Massachusetts

Position Type: Full-Time

About Them:

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.

What You'll Do:

• 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.

The Individual:

• 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 workpapers, 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.