Tax Supervisor – Private Client Services

CBIZ

Tax Supervisor handling private client services at CBIZ, Inc. Ensuring compliance with accounting standards and tax preparation while mentoring junior staff.

Posted 6/12/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
Addresses questions on technical accounting matters from team members and upper level client management
Has intermediate to advanced level tax preparation skills
Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
Manages multiple assignments inside an engagement
Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
Identifies opportunities to leverage staff including designing staffing structure of engagement
Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
Trains, supervises and mentors lower level staff
Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Requirements

What you’ll need

Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
At least 3 years of experience in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs

Benefits

Comp & perks

Competitive compensation
Opportunities for professional development
Hybrid work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accounting standardsreporting standardstax preparationworkflow reviewclient engagementstaffing structure designdocument finalizationreport writing

Soft Skills

communicationleadershipmentoringtime managementprioritizationteam collaborationstrategic thinking

Certifications

Bachelor's degreeMaster's degreeCPA