Consulting CAAS Supervisor

Overview

This role involves supervising and supporting accounting and assurance engagements, including planning engagement objectives and audit/review strategy. The Supervisor partners with the engagement team to provide training, guidance, and technical support for complex, judgmental, and specialized issues.

Responsibilities

• Plan engagement objectives and audit/review strategy in coordination with the engagement team.
• Participate in the performance of review procedures, with emphasis on complex, judgmental, and specialized issues.
• Supervise accounts payable and payroll processing.
• Analyze financial data and perform analysis for areas such as 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.
• Apply understanding of cash basis and accrual basis of accounting.
• Prepare monthly financial reports and present financial data to clients/business owners/board of directors.
• Complete information for property tax audits and sales tax audits.
• Process and issue IRS Form 1099.
• Plan and supervise all components of engagements with varying degrees of complexity.
• Develop understanding of the client’s business and serve as a functional expert in the assigned area.
• Prepare and review work papers and perform procedures to verify the accuracy and validity of client financial matters.
• Anticipate and address client concerns and resolve problems promptly.
• Build effective working relationships with client personnel and meet time budgets and client deadlines.
• Guide and mentor team members; provide managers with performance insights for engagement evaluations.
• Demonstrate competency in technical skills, work quality, and application of professional standards; proficient in researching and writing.
• Enter time and expenses punctually to support efficient billing processes.
• Develop prospective contacts and relationships beneficial to the firm.
• Participate in the firm recruiting program and develop rapport with candidates.
• Develop business development skills, including referral sources, community involvement, and participation in business and professional organizations.

Minimum Qualifications

• Bachelor’s degree required, with a concentration in Accounting, Finance or Economics (preferred).
• Minimum of five (5) years professional services firm experience, or minimum of seven (7) years private sector experience, required.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint and Teams), required.
• Proficiency within QuickBooks and QuickBooks Online, required.
• Valid CPA license or actively working toward obtaining the license.
• Experience using CaseWare (preferred).

Supervisory Responsibilities

• Minimum of three (3) years’ experience in a supervisory position.
• Monitor and check staff performance levels to ensure work is carried out within set deadlines, budget, and quality standards.
• Responsible for development, coaching, and training of staff.

Knowledge, Skills, and Abilities

• Ability to use professional judgment and skepticism.
• Ability to organize work and projects, prioritize tasks, and meet deadlines while completing work efficiently and accurately.
• General understanding of the firm’s services and team approach to client service.
• Proactive, resourceful, and client-oriented.
• Positive attitude; team player; cooperative and responsive to training, supervision, and constructive feedback.
• Strong work ethic, honesty, and patience.
• Effective written and oral communication skills.
• Passion for learning, proactively seeking knowledge and new tasks/responsibilities, and embracing new technology.
• Maintains compliance with firm-wide policies and procedures.
• Strong problem-solving and analytical skills.
• Dedication to teamwork and integrity within a professional environment.
• Ability to work under the direction of multiple supervisory personnel.

Compensation & Benefits

• Salary Range: $90,000 - $137,255
• Please note: quoted salary ranges are not guarantees of final salary offers. Base pay may vary based on job-related knowledge, skills, experience, and geographic location.
• Discretionary bonus eligibility: all exempt positions are eligible for a discretionary bonus.
• Comprehensive benefits package: offered to employees regularly scheduled to work 30 hours or more per week.

Work Authorization

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

Location

Orange County, California

Work Environment

Typical indoor office environment.

Additional Information

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