Hybrid Tax & Accounting Supervisor — Client-Focused

KLR

Massachusetts

Hybrid

USD 90,000 - 120,000

Full time

2 days ago
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Job summary

KLR, one of the largest full-service CPA and business advisory firms in New England, is seeking a SBS Supervisor to join the Strategic Business Solutions Team based in Andover on a flexible hybrid basis. You will lead accounting and tax engagements for privately held and family-owned businesses and provide coaching to junior staff.

The role emphasizes reviewing financial statements, managing multiple engagements, and delivering exceptional client service while collaborating with Partners and

Qualifications

  • Bachelor’s degree in accounting required.
  • Approximately 3+ years of recent public accounting experience preferred.
  • Experience serving privately held, family-owned, or closely held businesses and their owners preferred.
  • A blended background in financial statement/accounting and tax work is strongly preferred.
  • Strong experience with financial statement reviews and compilations.
  • Hands-on accounting experience including journal entries, reconciliations, general ledger activity, and monthly or year-end close preferred.
  • Experience preparing and/or reviewing partnership, S corporation, and individual tax returns, including Forms 1065, 1120S, and 1040.
  • Retirement plan audit experience is a plus; broader traditional audit experience is not required.
  • Previous experience reviewing work and providing guidance to junior staff preferred.
  • CPA or EA designation, or active progress toward certification, preferred.
  • Excellent written, verbal, and client-facing communication skills.
  • Strong organizational, time management, and problem-solving abilities.
  • Ability to manage multiple engagements and deadlines while maintaining a high level of client service.
  • Ability to work collaboratively in a team-oriented environment.

Responsibilities

  • Serve as a day-to-day client contact for assigned engagements, developing strong relationships and supporting overall client satisfaction.
  • Lead and execute accounting and tax engagements for privately held businesses, family-owned businesses, business owners, and individual clients.
  • Prepare and review financial statements and related workpapers, with an emphasis on review and compilation engagements.
  • Assist clients with accounting needs including journal entries, account reconciliations, general ledger activity, monthly close, and year-end close.
  • Prepare and review federal and state tax returns for partnerships, S corporations, and individuals, including Forms 1065, 1120S, and 1040.
  • Assist with tax planning, projections, estimated payments, and other year-round client needs.
  • Participate in retirement plan audit engagements, as applicable.
  • Coordinate engagement schedules and monitor progress against budgets, deadlines, and client expectations.
  • Review work performed by associates and senior-level staff to ensure accuracy, quality, and timely completion.
  • Provide coaching, technical guidance, and ongoing feedback to junior team members.
  • Identify accounting, financial reporting, and tax issues and work collaboratively with Managers and Partners to develop appropriate solutions.
  • Develop an understanding of each client's business and proactively identify opportunities to provide additional accounting, tax, and business support.
  • Collaborate with Partners, Managers, and other professionals across the Firm to deliver comprehensive client service.
  • Manage multiple priorities and engagements in a fast-paced, deadline-driven environment.

Skills

Client communication
Time management
Teamwork
Problem solving
Attention to detail

Education

Bachelor’s degree in accounting
CPA or EA certification progress

Job description

KLR, one of the largest full-service CPA and business advisory firms in New England, is seeking a SBS Supervisor to join the Strategic Business Solutions Team based in Andover on a flexible hybrid basis. You will lead accounting and tax engagements for privately held and family-owned businesses and provide coaching to junior staff.

The role emphasizes reviewing financial statements, managing multiple engagements, and delivering exceptional client service while collaborating with Partners and

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