Tax Supervisor

Posted 9 Days Ago
Be an Early Applicant
2 Locations
In-Office
100K-120K Annually
Senior level
Consulting
The Role
Supervise tax engagements from general ledger cleanup through filed returns for individual, business, and fiduciary clients. Prepare and review tax returns, oversee multiple engagements, guide junior staff, manage client relationships, and ensure timely, high-quality deliverables. The role requires strong public accounting, accounting, tax regulation, leadership, and communication skills, with hands-on experience in reconciliations and adjusting entries preferred.
Summary Generated by Built In

Walter Shuffain is looking to bring on a Tax Supervisor to serve a broad, generalist base of clients. This is a hands-on role for someone equally comfortable in the books and in the return — a professional who can get into general ledger, work through the debits and credits of a cleanup, and carry the engagement through to a filed return. Supervisors at Walter Shuffain are the heart of our team. They carry engagements with little supervision, direct and review the work of staff accountants, and own the quality of the end product.

This position is based in our Worcester office, with candidates in the Boston area also considered. The work is hands-on and the role carries day-to-day guidance for junior staff, so it is an in-office position.

About Walter Shuffain

Established in 1994, WS Advisors is a Boston-based advisory and accounting firm dedicated to delivering thoughtful tax, financial, and business guidance that helps clients make confident, forward-looking decisions. We pride ourselves on a collaborative culture rooted in accountability, respect, responsiveness, and continuous learning, where diverse perspectives are welcomed and individual growth is encouraged.

Recognized for excellence, innovation, and a supportive work environment, WS Advisors has been named an IPA Top 200 Firm, an IPA Fastest Growing Firm, an IPA Best of the Best Firm, and one of Accounting Today’s Best Firms to Work For. We invest in our people and foster meaningful careers built on teamwork, integrity, and shared success.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Essential Functions

  • Prepare and review individual, business, and fiduciary tax returns across a broad range of industries and client types.
  • When necessary, perform clean-up work for a base of clients — review of general ledger accounts, correcting client records, and posting adjusting entries — so each engagement starts from a reliable set of books.
  • Serve as a generalist across the client base, moving between compliance, write-up, and advisory work as client needs require.
  • Plan, coordinate, and supervise the phases of assigned engagements and assume responsibility for the end work product.
  • Train, mentor, and evaluate junior staff members, providing guidance and support to enhance their professional growth.
  • Work directly with clients throughout the engagement, including participation in client meetings, and foster client relationships throughout the year.
  • Communicate effectively with clients to understand their needs and deliver exceptional service.
  • Maintain the highest technical and professional standards.
  • Oversee multiple client engagements across industries, ensuring timely and high-quality deliverables.
  • Stay current on industry trends, regulatory changes, and best practices.
  • Provide performance feedback and assist in staff evaluations.
  • Promote a collaborative and inclusive work environment.

Education, Skills and Experience

  • 5+ years of public accounting experience with a generalist tax background.
  • Experience in a smaller-firm environment where the role spanned both the books and the return is strongly preferred; a mix of smaller-firm and larger-firm experience is ideal.
  • Hands-on proficiency in general leader, including cleanup work, reconciliations, and adjusting entries is nice to have.
  • Bachelor’s in Accounting; CPA Certification preferred.
  • Strong knowledge of accounting principles, practices, and tax regulations.
  • Excellent leadership, communication, and interpersonal skills.
  • Must be a team player as well as be able to supervise junior staff.

The annual base salary range for this role is $100,000-120,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Skills Required

  • 5+ years of public accounting experience with a generalist tax background
  • Bachelor's degree in Accounting
  • Strong knowledge of accounting principles, practices, and tax regulations
  • Excellent leadership, communication, and interpersonal skills
  • Ability to work as a team player and supervise junior staff
  • Experience in a smaller-firm environment spanning books and tax returns
  • Hands-on proficiency with general ledger cleanup, reconciliations, and adjusting entries
  • CPA certification
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The Company
HQ: San Francisco, CA
154 Employees
Year Founded: 2023

What We Do

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.

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