Outsourced Accounting & Advisory Services Supervisor

Overview

This role supports outsourced accounting and advisory services, with a focus on cloud-based accounting systems. The position can be performed remotely or in-office in Bethesda, MD (hybrid, in-office, or remote available). The salary range for this full-time position is $110,000 - $120,000.

Responsibilities

• Supervise and execute outsourced accounting and advisory engagements as part of a team.
• Manage monthly close activities, including reconciliations, preparation of supporting schedules, financial analysis and quality review, and financial reporting.
• Use accrual basis accounting; enter transactions into the general ledger and resolve account variances.
• Coordinate usage, training, and implementation of cloud-based tools, including Sage Intacct and QuickBooks Online, as well as Bill.com, Nexonia, Tallie, and others.
• Coordinate engagement phases with the engagement partner or manager.
• Review working papers for accuracy and completeness; communicate with clients.
• Provide on-the-job training and supervision to staff assigned to engagements.
• Train staff, provide guidance and direction, and deliver constructive feedback.
• Assist clients with understanding financial reporting and other accounting matters.
• Ensure deliverables are prepared in accordance with generally accepted professional and firm standards.
• Communicate engagement progress, problems, resolutions, financial information, tax activity, and other business concerns to the client and the partner.
• Maintain strong client relationships with a customer-service focus and thorough knowledge of the client and their business.
• Adhere to engagement time budgets.
• Anticipate problem areas and questions likely to arise during engagements.
• Keep partners informed of significant developments; analyze issues and recommend solutions.
• Develop staff through performance evaluations, recruiting, and training.

Requirements

• Bachelor’s degree in accounting or related area (economics, finance, etc.).
• 5 years or more experience in public accounting or private industry, with demonstrated progression in complexity, scope, and the number of engagements managed.
• Strong proficiency in QuickBooks and Sage Intacct preferred.
• Experience with cloud-based applications such as Bill.com and Tallie is preferred.
• Ability to organize projects, set priorities, and delegate tasks under evolving circumstances across different clients and partners.
• Ability to balance long-term objectives with daily execution.
• Maintain confidentiality of sensitive firm and client information.
• Effective written and oral communication with employees, partners, clients, and vendors.

Preferred Qualifications

• CPA license desirable but not required.
• Concentration in nonprofit organizations preferred (training available for the right candidate).
• Prior CPA firm experience preferred.

Compensation & Benefits

• Salary range: $110,000 - $120,000
• 401(k) plan
• Paid individual medical

Location

• Bethesda, MD (in-office, hybrid, or remote available)
• Option to work remotely or at headquarters in Bethesda, MD; office is located 2 blocks from the metro.

Equal Opportunity Employer

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status, or disability.