Consulting CAAS Supervisor

Overview

A regional accounting firm headquartered in Orange County, California, is seeking a Supervisor to join their team. The firm provides accounting guidance, support, and solutions to businesses, governments, and non-profits. This role offers remote work flexibility, every other Friday off, caps on busy season hours, and a 3% 401(k) match.

Responsibilities

• Supervise accounts payable and payroll processing.
• Analyze financial data including accounts receivable, accounts payable, capital assets, and long-term liabilities.
• Prepare depreciation schedules, debt amortization schedules, and trial balances.
• Identify and troubleshoot inconsistencies and variances in account analysis.
• Propose adjusting entries to correct accounting errors when necessary.
• Work with consolidated QuickBooks companies.
• Understand cash basis and accrual basis accounting.
• Prepare monthly financial reports and present financial data to clients, business owners, or boards of directors.
• Complete information for property tax and sales tax audits.
• Process and issue IRS Form 1099.
• Plan and supervise all components of engagements with varying complexity.
• Develop a deep understanding of clients' businesses and become a functional expert.
• Prepare and review work papers and perform procedures to verify accuracy and validity of financial matters.
• Anticipate and address client concerns promptly.
• Build effective working relationships with client personnel.
• Meet time budgets and client deadlines.
• Guide and mentor team members; provide managers with performance insights for evaluations.
• Demonstrate competency in technical skills, work quality, and professional standards.
• Enter time and expenses punctually to support billing processes.
• Develop prospective contacts and relationships beneficial to the firm.
• Participate in recruiting programs and develop rapport with candidates.
• Engage in business development activities including developing referral sources and participating in community and professional organizations.

Requirements

• Bachelor's degree required; concentration in Accounting, Finance, or Economics preferred.
• Minimum of 5 years professional services firm experience or 7 years private sector experience.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams).
• Proficiency in QuickBooks and QuickBooks Online.
• Valid CPA license or actively working toward obtaining the license.
• Minimum of 3 years supervisory experience.
• Experience monitoring and checking staff performance to ensure work meets deadlines, budgets, and quality standards.
• Experience in development, coaching, and training of staff.

Preferred Qualifications

• Experience using CaseWare.

Skills and Abilities

• Use professional judgment and skepticism.
• Organize work and projects, prioritize, and meet deadlines efficiently and accurately.
• Understand the firm’s services and team approach to client service.
• Proactive, resourceful, and client-oriented.
• Positive attitude, cooperative, responsive to training and feedback.
• Strong work ethic, honesty, and patience.
• Effective written and oral communication skills.
• Passion for learning and embracing new technology.
• Compliance with firm policies and procedures.
• Ability to improve client relationships.
• Strong problem-solving and analytical skills.
• Dedication to teamwork and integrity.
• Ability to work under direction of multiple supervisors.
• Professional behavior and appearance.

Compensation and Benefits

• Salary range: $117,000 - $136,000 (base pay may vary based on knowledge, skills, experience, and location).
• Eligible for discretionary bonus.
• Comprehensive benefits package for employees regularly scheduled to work 30+ hours per week.
• Remote work flexibility.
• Every other Friday off.
• Caps on busy season hours.
• 3% 401(k) match.

Work Authorization

• Must be authorized to work in the United States permanently without sponsorship at any point in the future.

Work Environment

• Typical indoor office environment.

Disclaimer

The above statements describe the general nature and level of work performed by employees in this classification. They are not an exhaustive list of all responsibilities, duties, and skills required.