CAS Supervisor

Ascend Partner Services LLC

  • Birmingham, AL
  • 2 days ago

    Highlights

    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. We''re modernizing quickly: moving client accounting onto modern cloud-based platforms, standing up a dedicated payroll department to own payroll end-to-end, and using AI-enabled tools to automate repetitive work so our people can spend more time advising clients.

    Numbers & Facts

    LocationBirmingham, AL

    Description

    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.

    Jackson Thornton is now a member of Ascend Partner Services, a PE-backed growth partner.

    About Jackson Thornton CAAS

    Jackson Thornton is one of Alabama''s oldest and largest accounting firms, with six offices across the state. Our Client Accounting & Advisory Services (CAAS) team pairs technical expertise with a personal touch, acting as an outsourced accounting department for small and mid-sized businesses. We''re modernizing quickly: moving client accounting onto modern cloud-based platforms, standing up a dedicated payroll department to own payroll end-to-end, and using AI-enabled tools to automate repetitive work so our people can spend more time advising clients.

    The Role

    The Client Accounting Supervisor manages day-to-day accounting for an assigned group of clients and is the first line of review and support for Client Accountants. You''ll do hands-on accounting work in a modern, cloud-based tech stack, catch and correct issues before they reach the client, mentor staff, and build the advisory relationships and leadership skills that lead toward a Manager role. This seat is for someone who wants to grow beyond compliance work into a genuine advisor to clients.

    Key Responsibilities

    • Manage client accounting by overseeing general ledger activity, reconciliations, and preparation of financial statements and other deliverables for an assigned group of clients.
    • Review Client Accountants'' work for accuracy and completeness before it moves up for final sign-off, with real-time coaching.
    • Be the day-to-day client contact by fielding questions, resolving routine issues, and identifying opportunities to advise clients on their financials.
    • Own deadlines by ensuring deliverables across your book are accurate and on time, and flagging risks to the Manager early.
    • Teach and mentor by training Client Accountants on accounting fundamentals, firm procedures, and the technology platforms in use.
    • Use and champion technology by working daily in modern cloud accounting platforms and AI-enabled workflow tools, and driving opportunities to automate manual work.
    • Solve problems by identifying and correcting inaccuracies in client-provided records, and recommending better processes to clients and internally.

    What You''ll Bring

    • Modern platform fluency:

    • Hands-on, working fluency with cloud accounting platforms - Xero and/or QuickBooks Online - and the surrounding app ecosystem (e.g., Dext, Ramp, and similar tools).

    • Ability to work comfortably in a paperless, automated, cloud-first environment and are eager to adopt AI-enabled tools rather than tied to legacy desktop processes.

    • Bachelor''s degree in Accounting or a related field, or equivalent experience.

    • 3-5 years of progressive accounting experience; prior review, lead, or client-facing experience a plus.

    • CPA not required; candidates pursuing a CPA or other credential are encouraged to apply.

    • Problem-solving & advisory instinct with the ability to identify and correct inaccuracies in client records and guide clients toward better processes and decisions.

    • Payroll awareness and general understanding of payroll concepts is helpful for client conversations, even though processing is handled by Jackson Thornton''s dedicated payroll department.

    • Excellent communication and client-service skills along with strong organizational skills and attention to detail.

    • Ability to manage multiple deadlines in a fast-paced environment as well as experience improving processes and adopting new tools as the practice evolves.

    Why This Role

    CAAS is building a modern, cloud-first practice - standardized workflows, an app-driven tech stack, and AI-enabled automation that takes repetitive work off the team''s plate - plus a dedicated payroll department so this role stays focused on accounting, advisory, and people leadership. If you want to help shape how a growing practice works rather than just execute the old way, this is that seat. It''s a strong track for accountants who want to become trusted advisors to their clients and grow into engagement leadership.

    At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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