Client Accounting Services (CAS) Supervisor

• Demonstrates proficiency in Supervisor role as defined below.
• Assists Account Administrators as needed in managing large, more complex engagements.
• Recognized expertise in the area of client accounting and serve as an internal resource in this area.
• Directs staff and ensures that assignments are completed within the budgeted time.
• Reviews staff work for accuracy and completeness and reads the financial statements for suitability of presentation.
• Helps resolve accounting issues as they arise.
• Supports the training of new staff members.
• Ability to:
  • Perform bank reconciliations
  • Develop trial balances
  • Reconcile various client accounts
  • Construct client payroll and associated tax returns and forms
  • Prepare sales tax returns
  • Prepare basic financial statements and general ledgers
  • Review financial information and distinguish between necessary and unnecessary procedures

• Works with Firm Administrator and Personnel Partner to enforce the adherence to Brickley DeLongs Quality Control Document and personnel policies with CAS employees.
• Controls office workflow to regulate and maintain a balanced workload for CAS Department with minimum overtime.
• Assigns work to staff members and assist with its completion as needed.
• Assists in interviewing and hiring candidates for support positions.
• Conducts and/or ensure staff training for new employees or for changes within the CAS department / software.
• Participates in conducting annual reviews and work with firm administration in employee discipline / discharge as needed.
• Stays abreast of new software/updates in payroll/bookkeeping and recommend improvements to existing systems when appropriate.
• Prepares client engagements for accounting and payroll tax services on a monthly, quarterly and/or annual basis.
• Facilitates the collection of year end client documents such as Fringe Benefits and 1099 vendor information to compute and prepare the applicable taxes and returns.
• Manages the electronic filing of client returns including: 941s, 940s, UIA 1028s, W-2s, 1095s and 1099s

• Knowledge of accounting principles with a minimum of three years related experience.  
• Must possess efficient knowledge of MS Word, Excel and QuickBooks ( Desktop and Online ). 
• QuickBooks Pro Advisor as well as Bachelor’s degree preferred.

• Ability to comprehend various clients accounting systems and adapt work as required.
• Develop a thorough understanding of multiple clients’ general ledger and accounting data from various software platforms as well as each client’s activities / postings.  Ability to identify and advise Account Administrators of technical and/or potential budget problems.
• Ability to organize and plan individual jobs.
• Ability to complete work accurately and in a timely manner.
• Ability to effectively obtain the confidence, respect and cooperation of the client.
• Ability to respond innovatively and constructively to client’s needs, including recognition of practice development opportunities.
  
  

• Decision-making:  Make timely decisions and take appropriate action.
• Initiative:  Anticipate events and be proactive.  
• Delegation:  Delegate work to subordinates effectively; share necessary information; set objectives and deadlines and monitor progress.
• Communication ability: Present information clearly both orally and in writing; listen actively.
• Interpersonal relationships:  Get along well with peers, supervisor and subordinates.  Strong teamwork skills necessary.
• Technical skills:  Strong proofing skills including attention to detail and ability to work with numbers.  Good accounting skills and spreadsheet skills necessary. Thorough understanding of accounting software, specifically QuickBooks Desktop & Online applications.
• Organizational skills:  Strong organizational skills necessary.  Ability to work quickly and accurately, and under pressure.