CAS Supervisor (Remote)

Overview

This role serves as the primary day-to-day leader of the CAS team and the first point of escalation for staff and client service issues. The position oversees workflow execution, reviews accounting work, coaches and develops team members, monitors deadlines, and helps ensure consistent service delivery across the department.

The role works closely with the Accounting Services Manager to support department operations, improve efficiency, develop staff, and maintain high-quality client service. It serves as a bridge between staff accountants/senior accountants and department leadership.

This position may be hired locally or remotely and requires occasional travel to the organization’s offices.

Responsibilities

Team Leadership & Staff Development

• Provide daily guidance, support, and coaching to accounting staff and senior accountants
• Act as the first point of contact for technical and workflow questions
• Review staff work and provide timely feedback to improve accuracy and efficiency
• Assist with onboarding and training new team members
• Monitor staff workload and capacity and recommend workload adjustments when necessary
• Identify development opportunities and assist with creating growth plans for team members
• Participate in employee performance evaluations and provide feedback to department leadership

Workflow Management

• Monitor department workflow to ensure client deadlines are met
• Coordinate work assignments among team members
• Track completion of recurring monthly, quarterly, and annual client deliverables
• Escalate capacity concerns, deadline risks, and client issues to the Accounting Services Manager
• Assist in maintaining department procedures, checklists, and best practices
• Help implement workflow improvements and process efficiencies

Client Service & Technical Review

• Manage a portfolio of recurring accounting service clients
• Review monthly or quarterly financial statements, reconciliations, payroll entries, sales tax filings, and other accounting deliverables
• Assist staff with complex accounting issues and troubleshooting
• Participate in client meetings, including board meetings as needed
• Ensure consistency and quality of client deliverables across the department
• Support implementation of new accounting software and client conversions

Operational Support

• Assist with department reporting and monitoring key performance indicators
• Help ensure engagement profitability through efficient workflow management
• Support billing, budgeting, and realization objectives as assigned
• Assist in developing and maintaining department documentation and training resources
• Collaborate with firm leadership on departmental initiatives and special projects

Requirements

• Bachelor’s degree in Accounting or equivalent experience preferred
• 5–10 years of accounting experience (public accounting preferred)
• Strong knowledge of accounting principles and financial statement preparation
• Experience reviewing staff work and providing coaching and feedback
• Experience managing full payroll cycle, including:
  • payroll processing
  • payroll tax filings and deposits
  • payroll tax notice resolution
  • year-end reporting
  • payroll reconciliations
  • payroll compliance
• Strong proficiency with QuickBooks Online and other accounting technology platforms
• Excellent communication, leadership, and organizational skills
• Ability to manage multiple priorities and deadlines simultaneously

Preferred Qualifications

• Public accounting experience

Compensation & Benefits

Not specified in the provided job description.

Location

Local or remote with occasional travel to the organization’s offices in Indiana. Offices are located in Batesville, Columbus, Greensburg, Indianapolis, Martinsville, and Seymour, Indiana.

Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.