Client Advisory Services Supervisor
About The Position
415 Group is a public accounting and advisory firm rooted in Northeast Ohio, serving privately held businesses and nonprofits with a relationship-first approach. Our Client Advisory Services (CAS) team, also known as 415 Access , partners closely with clients to deliver outsourced accounting, financial reporting, and proactive advisory support that helps them make smarter business decisions. We value collaboration, accountability, and continuous improvement, and we invest in our people with the tools, flexibility, and support they need to grow their careers. We are seeking an experienced accounting professional to join our team. This position works directly with multiple clients, providing recurring monthly bookkeeping, financial reporting, and advisory services. The right candidate enjoys variety, client interaction, and digging into financials to provide meaningful insights. This is a full-time, hybrid role based in our Canton, Ohio office, with flexibility built into the schedule.
Requirements
- Strong working knowledge of QuickBooks Online (Desktop experience a plus)
- Proficiency in Microsoft Office, especially Excel
- Ability to manage multiple deadlines in a client-facing environment
- Ability to work independently and collaboratively
Nice To Haves
- 5+ years of accounting or full-charge bookkeeping experience
- Bachelor's degree in Accounting
- Experience in public accounting or client advisory services
- Prior experience reviewing work or leading small teams
- QuickBooks Online and/or Payroll certification
Responsibilities
- Lead and support client engagements to deliver timely, accurate monthly financials
- Review and/or prepare: General ledger activity and trial balances, Journal entries and balance sheet reconciliations, Monthly management reporting packages
- Ensure accuracy and completeness of bookkeeping and client data
- Proactively analyze financial information and provide insights to clients
- Assist clients with budgeting and financial planning
- Maintain organized and well-documented workpapers
- Interpret financial and non-financial data to recommend proactive solutions
- Train, mentor, and support associates and senior associates
- Identify opportunities to improve efficiency, technology usage, and client processes
- Manage multiple client budgets at once
- Identify potential business development opportunities through client relationships
Benefits
- Competitive salary and growth opportunities
- Medical, dental, and vision insurance
- Life Insurance
- Short and Long-term disability
- 401(k) with company match
- 4 weeks of PTO and paid holidays
- Ongoing training and professional development
- Supportive team culture with room to grow
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
