Client Accounting Services Supervisor
About The Position
Join a Firm Where Your Work Matters We're looking for a Client Accounting Services (CAS) Supervisor to join our growing accounting firm. If you thrive on variety, value integrity, communicate effectively, and enjoy helping clients solve complex challenges, you'll feel right at home here. With offices in Bryan, Navasota, and Madisonville, Texas, you'll have the opportunity to choose the location that best fits your commute and lifestyle while remaining part of one collaborative firm. At our firm, we're more than accountants—we're trusted advisors and partners to our clients. We foster a culture that balances professional excellence with flexibility, career growth with personal wellbeing, and high standards with a supportive, family-friendly environment. As the profession continues to evolve, we embrace technology and encourage every team member to continuously develop their technical skills while confidently adopting new software and AI-powered tools that enhance efficiency and client service. As a CAS Supervisor , you'll serve as a key leader within the CAS department, performing advanced bookkeeping and client advisory services while providing day-to-day guidance and oversight to the team. You'll coordinate workflow, review work for quality, and mentor staff while serving as a bridge between the Senior Bookkeepers and the CAS Manager. This role helps ensure accurate, timely client service while promoting consistency, collaboration, and continuous improvement across the department.
Requirements
- Strong bookkeeping experience (typically 4-6+ years).
- Proficiency with QuickBooks and willingness to learn new software.
- Experience with payroll processing and related compliance.
- Demonstrated ability to guide or support other staff.
- Strong attention to detail and ability to manage deadlines.
- Effective communication skills with clients and team members.
- Ability and willingness to learn new technologies, including AI-powered tools.
- Willingness to work overtime during peak tax season.
- Willingness to collaborate across departments and locations.
Nice To Haves
- Bachelor’s degree in accounting or related field.
- Experience reviewing or overseeing bookkeeping work.
- Advanced QuickBooks knowledge.
- Experience training or mentoring staff.
- Familiarity with tax workflows and how CAS work supports tax preparation.
Responsibilities
- Perform advanced bookkeeping for a variety of clients, including reconciliations, journal entries, and general ledger maintenance.
- Prepare financial statements in compliance with firm standards.
- Process payroll, payroll tax filings, and related compliance work.
- Provide client support including answering questions, troubleshooting issues, and assisting with accounting software.
- Coordinate with CAS Manager to assign and prioritize work across the team.
- Monitor workflow and ensure deadlines are met.
- Review bookkeeping work for accuracy, consistency, and completeness.
- Assist in resolving workflow bottlenecks and communicating priorities to staff.
- Provide guidance, training, and informal mentoring to bookkeepers and senior bookkeepers.
- Assist with onboarding new staff and helping them learn firm processes and systems.
- Serve as a resource for staff questions and technical support.
- Collaborate with tax staff to ensure books are completed timely for tax preparation.
- Participate in process improvement efforts to enhance efficiency and consistency.
- Maintain accurate documentation and support standardization of procedures.
Benefits
- Competitive salary with performance-based bonus compensation plans
- SIMPLE IRA retirement plan with firm contributions
- Firm-paid AICPA & TSCPA memberships
- Firm-paid CPA license renewal and continuing professional education (CPE)
- Paid time off to sit for CPA exams
- Medical, dental, and vision insurance options
- Generous paid time off, sick days, and paid holidays
- Paid bereavement leave
- Supportive work-life balance with a flexible work schedule
- Paid volunteer hours and firm-wide community service activities
- Vibrant, family-friendly office environments
- Regular firm socials, team-building activities, and a fun, collaborative atmosphere
- Paid Fridays off from October 16 to December 31
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
