Client Accounting & Advisory (CAAS) Supervisor

Essential Functions and Primary Duties

Accounting:

• Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
• Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
• Knowledgeable on complex accounting issues and treatment, proficient in accounting research
• Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
• Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
• Maintain deep understanding of the accounting operations within each assigned client
• Proficient knowledge of the clients' accounting software packages
• Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
• Lead the engagement team in preparation for clients' audits as the main contact with external auditors
• Manage the preparation of our clients' 990 and tax forms and year end preparation of their 1099's
• Recommend, design, and implement any necessary policy controls and procedures.
• Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters

Supervisory Responsibilities:

• Train, coach and mentor staff accountants
• Review and supervise Senior and Staff Accountants' monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
• Assist in growth, development and training of staff
• Manage administrative aspects of engagement such as drafting of engagement letters and engagement time budgeting
• Participate in firm-wide or department-wide initiatives

Preferred Qualifications

• Master's degree in Accounting or related field
• CPA certification

Minimum Qualifications

• Bachelor's degree required
• 3 years of experience in public accounting or related field
• 1 year supervisory experience
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

#LI-DNI

The annual salary target for this job in this market is $100,000-$120,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.