Role Summary
The Accounting Supervisor is responsible for leading client accounting engagements, reviewing accounting work, developing accounting team members, and serving as a trusted advisor to clients. This role balances technical accounting expertise, people leadership, and exceptional client service while preparing for future growth into an Accounting Manager position. The ideal candidate has a strong background in public accounting, client accounting services (CAS), or outsourced accounting, enjoys developing others, and is looking for the next step in their leadership career with a clear path toward an Accounting Manager role.
Our Core Values
- Give a $hit – Be conscientious, thoughtful, and compassionate. Give back. Show generosity.
- Entrepreneurial – Be creative. Be willing to take chances. Be curious. Be solutions driven. Be a strategic thinker.
- Drive to Get Better – Communicate with the team. Innovate and disrupt the status quo. Encourage healthy conflict with a purpose and be proactive.
- Like to Win – Do whatever it takes. Have a strong work ethic. Don't be afraid of a challenge. Remain upbeat through adversity. Be consistent.
Job Responsibilities
- Oversee client accounting activities, including bookkeeping, reporting, review procedures, technology utilization, and value-added service recommendations.
- Review financial statements, account reconciliations, and supporting workpapers to ensure accuracy, completeness, and compliance with firm standards.
- Serve as a primary point of contact for assigned clients, providing proactive support and building trusted relationships.
- Supervise, coach, and develop accounting team members while reviewing work and providing ongoing feedback.
- Assist with client onboarding, including software implementation, data migration, and process setup.
- Support complex accounting matters, including audits, technical accounting research, financial system implementations, and other special projects while partnering with Accounting Managers on more technical issues.
- Analyze financial reports and accounting records to identify issues, recommend solutions, and provide meaningful financial insights.
- Manage multiple client engagements and deadlines while maintaining organized workpapers and engagement documentation within Karbon and other firm systems.
- Evaluate technology and identify process improvements that enhance efficiency, reporting accuracy, and the client experience.
- Participate in interviewing, onboarding, and developing accounting team members as the firm continues to grow.
Qualifications
- 5+ years of progressive accounting experience, preferably within public accounting, client accounting services (CAS), or an outsourced accounting environment.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA or active progress toward obtaining a CPA license strongly preferred.
- Strong working knowledge of GAAP, financial reporting, month-end close, and internal controls.
- Experience reviewing the work of other accountants and mentoring or leading team members.
- Experience managing multiple client engagements or business entities simultaneously.
- Exposure to audits, technical accounting matters, financial system implementations, or acquisitions preferred.
- Strong communication, project management, analytical, and organizational skills.
- Experience with cloud-based accounting technologies such as QBO, Xero, Expensify, or similar platforms.
- Entrepreneurial, solutions-oriented mindset with a passion for technology, process improvement, and developing others.
- Highly organized and detail-oriented with a commitment to accuracy and quality.