CAS Supervisor

The Client Accounting Supervisor manages day-to-day accounting for an assigned group of clients and is the first line of review and support for Client Accountants. You'll do hands-on accounting work in a modern, cloud-based tech stack, catch and correct issues before they reach the client, mentor staff, and build the advisory relationships and leadership skills that lead toward a Manager role. This seat is for someone who wants to grow beyond compliance work into a genuine advisor to clients.

Responsibilities

Manage client accounting by overseeing general ledger activity, reconciliations, and preparation of financial statements and other deliverables; Review Client Accountants' work for accuracy and completeness before final sign-off, with real-time coaching; Be the day-to-day client contact by fielding questions, resolving routine issues, and identifying opportunities to advise clients on their financials; Own deadlines by ensuring deliverables across your book are accurate and on time, and flagging risks to the Manager early; Teach and mentor Client Accountants on accounting fundamentals, firm procedures, and technology platforms; Use and champion technology by working daily in modern cloud accounting platforms and AI-enabled workflow tools, and driving opportunities to automate manual work; Solve problems by identifying and correcting inaccuracies in client-provided records, and recommending better processes to clients and internally

Requirements

Hands-on, working fluency with cloud accounting platforms — Xero and/or QuickBooks Online — and the surrounding app ecosystem (e.g., Dext, Ramp, and similar tools); Ability to work comfortably in a paperless, automated, cloud-first environment and eager to adopt AI-enabled tools; Bachelor's degree in Accounting or a related field, or equivalent experience; 3–5 years of progressive accounting experience; Problem-solving & advisory instinct with the ability to identify and correct inaccuracies in client records and guide clients toward better processes and decisions; Excellent communication and client-service skills; Strong organizational skills and attention to detail; Ability to manage multiple deadlines in a fast-paced environment; Experience improving processes and adopting new tools as the practice evolves

Nice to have

Prior review, lead, or client-facing experience a plus; CPA not required; candidates pursuing a CPA or other credential are encouraged to apply; Payroll awareness and general understanding of payroll concepts is helpful for client conversations