Accounting Supervisor

Advysor • Dallas, TX

7d

About The Position

The Accounting Supervisor is responsible for leading client accounting engagements, reviewing accounting work, developing accounting team members, and serving as a trusted advisor to clients. This role balances technical accounting expertise, people leadership, and exceptional client service while preparing for future growth into an Accounting Manager position. The ideal candidate has a strong background in public accounting, client accounting services (CAS), or outsourced accounting, enjoys developing others, and is looking for the next step in their leadership career with a clear path toward an Accounting Manager role.

Requirements

• 5+ years of progressive accounting experience, preferably within public accounting, client accounting services (CAS), or an outsourced accounting environment.
• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or active progress toward obtaining a CPA license strongly preferred.
• Strong working knowledge of GAAP, financial reporting, month-end close, and internal controls.
• Experience reviewing the work of other accountants and mentoring or leading team members.
• Experience managing multiple client engagements or business entities simultaneously.
• Exposure to audits, technical accounting matters, financial system implementations, or acquisitions preferred.
• Strong communication, project management, analytical, and organizational skills.
• Experience with cloud-based accounting technologies such as QBO, Xero, Expensify, or similar platforms.
• Entrepreneurial, solutions-oriented mindset with a passion for technology, process improvement, and developing others.
• Highly organized and detail-oriented with a commitment to accuracy and quality.

Responsibilities

• Oversee client accounting activities, including bookkeeping, reporting, review procedures, technology utilization, and value-added service recommendations.
• Review financial statements, account reconciliations, and supporting workpapers to ensure accuracy, completeness, and compliance with firm standards.
• Serve as a primary point of contact for assigned clients, providing proactive support and building trusted relationships.
• Supervise, coach, and develop accounting team members while reviewing work and providing ongoing feedback.
• Assist with client onboarding, including software implementation, data migration, and process setup.
• Support complex accounting matters, including audits, technical accounting research, financial system implementations, and other special projects while partnering with Accounting Managers on more technical issues.
• Analyze financial reports and accounting records to identify issues, recommend solutions, and provide meaningful financial insights.
• Manage multiple client engagements and deadlines while maintaining organized workpapers and engagement documentation within Karbon and other firm systems.
• Evaluate technology and identify process improvements that enhance efficiency, reporting accuracy, and the client experience.
• Participate in interviewing, onboarding, and developing accounting team members as the firm continues to grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level