Supervisor

Accounting Supervisor – Client Services
Location: Doylestown, PA (Hybrid)
Job Type: Full-Time | Direct Hire

About Us
Core Financial Outsourcing is a growing accounting firm providing bookkeeping, accounting, tax, and advisory services to businesses across a variety of industries. Unlike traditional accounting environments that focus on a single company, our team partners with multiple clients, providing broad exposure to different businesses, financial structures, and operational challenges.

We pride ourselves on a collaborative team environment, strong client relationships, and a flexible hybrid work model that balances remote work with in-office collaboration in Doylestown, PA.

Position Summary
The Senior Accountant / Accounting Supervisor – Client Services plays a key role in delivering high-quality accounting services to a diverse portfolio of clients. This position combines hands-on accounting responsibilities with oversight of financial reporting, client relationships, and junior team members.

This role is ideal for someone with experience in public accounting or outsourced/client accounting environments who enjoys working with multiple clients and taking ownership of the accounting process from transaction review through financial statement preparation.

Key Responsibilities

Client & Team Leadership
Serve as a primary accounting contact for a portfolio of clients across multiple industries
Review accounting work performed by junior and senior team members to ensure accuracy and completeness
Provide guidance and mentorship to staff accountants as needed
Communicate directly with clients to address accounting questions and provide financial insights
Coordinate internally with team members to ensure deadlines and client deliverables are met

Accounting & Financial Reporting
Oversee and participate in month-end and year-end close processes for client accounts
Review and prepare journal entries, account reconciliations, and supporting schedules
Prepare and review financial statements including balance sheet, income statement, and cash flow reports
Ensure financial reporting is accurate and compliant with accounting standards
Assist clients with financial analysis, budgeting, and forecasting when needed

Process Improvement & Client Support
Evaluate client accounting processes and recommend improvements where appropriate
Assist with onboarding new clients and reviewing the condition of their books
Identify opportunities for efficiencies within internal accounting processes and client workflows

Qualifications

Education
Bachelors degree in Accounting required

Experience
5+ years of progressive accounting experience
Experience in public accounting or outsourced/fractional accounting environments strongly preferred
Experience reviewing the work of others or serving in a lead or supervisory capacity preferred
Experience managing multiple client accounts or working with multiple entities strongly preferred

Technical Skills
Proficiency in QuickBooks, preferably QuickBooks Online
Strong experience with financial statement preparation and month-end close
Advanced Microsoft Excel skills preferred
Experience with other accounting systems or ERP platforms is a plus

Skills and Competencies
Strong organizational and multitasking abilities
Ability to manage multiple clients and competing deadlines
Excellent communication skills for working directly with business owners and internal teams
Strong attention to detail and problem-solving skills
Ability to review financial data and identify discrepancies or improvement opportunities

Work Environment
Hybrid schedule with a combination of remote work and three days per week in the Doylestown, PA office
Collaborative team environment with opportunities for professional growth
Exposure to a wide range of industries and business models

Benefits
Competitive compensation based on experience
Medical, dental, and vision insurance
Life insurance
401(k) with employer match
Paid holidays and vacation time

Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.