Client Accounting Services Supervisor
This role is responsible for supervising the accounting function for dedicated clients, completing and reviewing month-end processes, collaborating across departments, providing fractional CFO/Controller advisory services, and developing the Client Accounting Services (CAS) team. Key Responsibilities:
● Complete and manage month-end and year-end close, including reconciliations, adjustments, and financial statement preparation.
● Review team bookkeeping and financial statements, providing coaching and development.
● Collaborate with tax and audit teams to ensure timely, accurate financial reporting.
● Deliver fractional CFO/Controller services as needed.
● Conduct monthly or quarterly financial advisory meetings with clients.
● Assist with budgets, forecasting, and financial analyses to support decision-making.
● Support senior management with special projects and initiatives.
● Utilize and learn accounting software and tools based on client needs.
● Participate in industry segment meetings and firm marketing activities.
● Mentor CAS team members and lead training initiatives.
● Meet monthly with direct reports to review billable budgets, realization, and goals. Qualifications:
● Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
● 5–7 years of progressive accounting experience, including at least 2 years in a supervisory role.
● Strong knowledge of accounting principles, regulations, and best practices.
● Proficiency with accounting software and Excel; QuickBooks Online experience preferred.
● Strong leadership, interpersonal, and team-development abilities.
● High attention to detail with excellent analytical and problem-solving skills.
● Ability to prioritize tasks in a fast-paced environment and meet deadlines.
● Excellent verbal and written communication skills.
● Strong integrity, confidentiality, and professionalism.
● Adaptability and willingness to learn new tools and methodologies. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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