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 role is a key point of contact between clients and the Firm, reviewing staff work, managing engagement deadlines, identifying client needs, and ensuring accurate and timely service delivery. The position particularly focuses 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 accounting services and transactional processes, reviews reconciliations, journal entries, classifications, and financial statements, and helps clients improve accounting systems, processes, and internal controls. The role leads audit preparation, coordinates auditor requests, identifies potential audit issues, and helps establish year-round audit-readiness practices. The position also serves Tribal governments, enterprises, organizations, and related entities; supervises and develops CAAS staff; and manages day-to-day client relationships. The job description identifies the general nature of the role and notes that duties and requirements may be modified as necessary or 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, and month-end and year-end close procedures.
Assist clients with accounting process improvements, internal control recommendations, accounting issues, and accounting system implementation or improvement.
Lead preparation of client financial records and schedules for annual audits.
Develop and maintain PBC lists and audit preparation timelines; review audit schedules, reconciliations, lead sheets, and supporting documentation.
Coordinate responses to auditor questions and requests, and coordinate with audit teams when CAAS and assurance services overlap.
Identify potential audit issues before audits and work with clients to resolve them; assist clients in developing year-round audit-readiness processes.
Review prior-year audit findings and ensure corrective actions are incorporated into current-year processes.
Provide accounting and advisory support to Tribal governments, enterprises, organizations, and related entities, including assistance with financial, governmental, grant, and compliance audits.
Review financial information and supporting documentation for completeness and consistency with applicable requirements.
Help Tribal clients strengthen internal controls, documentation, financial processes, and audit readiness, and establish standardized audit-preparation procedures.
Maintain sensitivity to Tribal governance structures, organizational priorities, confidentiality, and client-specific requirements.
Supervise and review Accountants and other CAAS team members; assign work based on experience, engagement needs, and deadlines.
Provide coaching, feedback, technical guidance, and training; review team workpapers and deliverables for accuracy, completeness, and professional presentation.
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; identify opportunities for additional accounting or advisory services.
Escalate significant issues to the Manager or Partner when appropriate.