CAAS Supervisor

Beasley, Mitchell, & Co•Albuquerque, NM

About The Position

The CAAS Supervisor supervises client accounting engagements and provides hands-on accounting, transactional, financial reporting, audit preparation, and advisory services. The Supervisor is a key point of contact between clients and the Firm, reviews staff work, manages engagement deadlines, identifies client needs, and ensures accurate and timely delivery of services. The role focuses particularly on developing and maintaining audit-ready accounting records and supporting Native American and Tribal clients with their accounting, reporting, compliance, and audit-readiness needs. The Supervisor oversees recurring client accounting services and transactional processes, reviews reconciliations and financial statements, helps improve accounting processes and internal controls, and supports clients with accounting systems and close procedures. The position leads audit preparation, coordinates auditor requests, identifies potential audit issues, and helps clients establish year-round audit-readiness practices. The role also serves as an accounting and advisory resource for Tribal governments, enterprises, organizations, and related entities. It includes supervising, coaching, assigning, and reviewing staff work, as well as managing day-to-day client relationships through meetings, status updates, clear communication, and identification of additional service needs. Significant issues are escalated to a Manager or Partner as appropriate.

Requirements

Bachelor's degree in Accounting, Finance, Business, or a related field.
3–5+ years of progressive accounting experience, preferably in public accounting or client accounting services.
Strong understanding of general ledger accounting and financial statements.
Experience reviewing accounting work and financial information.
Strong Excel and accounting software skills.
Excellent communication, organization, and project-management abilities.

Nice To Haves

CPA or CPA eligibility.
Experience with audit preparation or assurance engagements.
Experience serving governmental, nonprofit, grant-funded, or Tribal organizations.
Experience with Tribal accounting, governmental accounting, or compliance requirements.
Experience supervising or mentoring accounting professionals.

Responsibilities

Supervise recurring monthly, quarterly, and annual client accounting engagements.
Oversee accounts payable, accounts receivable, payroll accounting, cash activity, and general ledger maintenance.
Review reconciliations, journal entries, account classifications, financial statements, workpapers, and client deliverables.
Assist clients with accounting process improvements, internal control recommendations, accounting systems, and process implementation or improvement.
Identify accounting issues and develop practical solutions for clients.
Review month-end and year-end close procedures for assigned clients.
Lead preparation of client financial records and schedules for annual audits.
Develop and maintain PBC lists and audit preparation timelines.
Coordinate responses to auditor questions and requests, and coordinate with audit teams when CAAS and assurance services overlap.
Identify potential audit issues before audits begin and work with clients to resolve them.
Help clients develop year-round audit-readiness processes and incorporate corrective actions from prior-year audit findings into current-year processes.
Serve as an accounting and advisory resource for Tribal governments, Tribal enterprises, Tribal organizations, and related entities.
Assist Tribal clients with preparation for financial, governmental, grant, and compliance audits.
Review financial information and supporting documentation for completeness and consistency with applicable requirements.
Help clients strengthen internal controls, documentation, financial processes, and audit readiness, and establish standardized audit-preparation procedures for Tribal clients.
Maintain sensitivity to Tribal governance structures, organizational priorities, confidentiality, and client-specific requirements.
Supervise and review work performed by Accountants and other CAAS team members.
Provide timely coaching, feedback, technical guidance, and training to staff.
Assign work based on employee experience, engagement requirements, and deadlines.
Identify training and development opportunities for team members.
Serve as a day-to-day contact for assigned clients; conduct client meetings and status updates.
Communicate outstanding items, deadlines, issues, and recommendations clearly.
Identify opportunities where additional accounting or advisory services could benefit clients.
Escalate significant issues to the Manager or Partner when appropriate.