CAS Supervisor (Remote)
About The Position
The CAS Supervisor is the day-to-day leader of the CAS team and the first point of escalation for staff and client service issues. The role oversees workflow execution, reviews accounting work, coaches and develops team members, monitors deadlines, and promotes consistent service delivery. Working closely with the Accounting Services Manager, the supervisor supports department operations, efficiency, staff development, and high-quality client service, serving as a bridge between staff and senior accountants and department leadership. The position may be hired locally or remotely and requires occasional travel to ASO offices. The supervisor guides and supports accounting staff, reviews their work, assists with onboarding and training, monitors workload, and contributes to employee development and performance feedback. The role coordinates assignments and tracks recurring client deliverables, escalating capacity concerns, deadline risks, and client issues as needed. The position manages a portfolio of recurring accounting service clients and reviews financial statements, reconciliations, payroll entries, sales tax filings, and other deliverables. It also assists with complex accounting issues, participates in client meetings as needed, supports software implementations and client conversions, and helps with department reporting, profitability, billing, budgeting, documentation, training resources, and special projects.
Requirements
- 5–10 years of accounting experience; public accounting experience is preferred.
- Strong knowledge of accounting principles and financial statement preparation.
- Experience reviewing staff work and providing coaching and feedback.
- Experience managing the full payroll cycle, including processing, payroll tax filings and deposits, tax notice resolution, year-end reporting, payroll reconciliations, and compliance.
- Strong proficiency with QuickBooks Online and other accounting technology platforms.
- Excellent communication, leadership, and organizational skills.
- Ability to manage multiple priorities and deadlines simultaneously.
- Applicants must be authorized to work for any employer in the United States.
Nice To Haves
- Bachelor's degree in Accounting or equivalent experience.
- Public accounting experience.
Responsibilities
- Provide daily guidance, support, and coaching to accounting staff and senior accountants.
- Serve as the first point of contact for technical and workflow questions.
- Review staff work and provide timely feedback to improve accuracy and efficiency.
- Assist with onboarding and training new team members.
- Monitor staff workload and capacity and recommend adjustments when necessary.
- Identify development opportunities and assist in creating growth plans for team members.
- Participate in employee performance evaluations and provide feedback to department leadership.
- Monitor department workflow to ensure client deadlines are met.
- Coordinate work assignments among team members.
- Track completion of recurring monthly, quarterly, and annual client deliverables.
- Escalate capacity concerns, deadline risks, and client issues to the Accounting Services Manager.
- Assist in maintaining department procedures, checklists, and best practices.
- Help implement workflow improvements and process efficiencies.
- Manage a portfolio of recurring accounting service clients.
- Review monthly or quarterly financial statements, reconciliations, payroll entries, sales tax filings, and other accounting deliverables.
- Assist staff with complex accounting issues and troubleshooting.
- Participate in client meetings, including board meetings as needed.
- Ensure consistency and quality of client deliverables across the department.
- Support implementation of new accounting software and client conversions.
- Assist with department reporting and monitoring key performance indicators.
- Help ensure engagement profitability through efficient workflow management.
- Support billing, budgeting, and realization objectives as assigned.
- Assist in developing and maintaining department documentation and training resources.
- Collaborate with firm leadership on departmental initiatives and special projects.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
