A leading New England CPA and business advisory firm is seeking a Tax Supervisor to join its team based in Andover, Massachusetts.
The firm provides assurance, tax, accounting, and business advisory services to privately held and publicly traded businesses, business owners, family owned companies, and individuals throughout the United States and internationally. With more than 350 employees and recognition as a Best Place to Work for 20 years, the firm offers a collaborative environment focused on professional growth, innovation, and long term client relationships.
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 a strong focus on review and compilation engagements.
- Assist clients with accounting needs, including journal entries, account reconciliations, general ledger activity, and monthly and year end close processes.
- 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 where applicable. Traditional audit experience is not required.
- Coordinate engagement schedules and monitor progress against budgets, deadlines, and client expectations.
- Review work completed 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 with Managers and Partners to develop appropriate solutions.
- Build an understanding of each client’s business and proactively identify opportunities to provide additional accounting, tax, and business advisory support.
- Collaborate with Partners, Managers, and other professionals across the firm to deliver comprehensive client service.
- Manage multiple engagements and priorities in a fast paced, deadline driven environment.
Qualifications
- Bachelor’s degree in Accounting required.
- Approximately 3 or more years of recent public accounting experience preferred.
- Experience working with 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 processes.
- 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, although 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.
Why Consider This Opportunity?
- Join a well established, highly respected CPA and business advisory firm.
- Work with a diverse portfolio of privately held businesses, family owned companies, business owners, and individuals.
- Enjoy a flexible hybrid working arrangement.
- Develop your career across accounting, tax, and business advisory services.
- Work within a collaborative team that values professional development and long term growth.
- Gain meaningful client exposure and the opportunity to work closely with Managers and Partners.