Supervisor, Client Advisory Services (CAS) | Wailuku, Maui

Crete Professionals Alliance•Wailuku, HI

10d•Onsite

About The Position

Accuity is one of the largest accounting and advisory firms in Hawaii, focused on creating the next generation of business leaders. Accuity works with businesses and nonprofit organizations across a variety of industries, helping them adapt to ever-changing market demands with strategic consulting, audit, and tax expertise. Working at Accuity means working alongside and learning from talented innovators who love tackling problems and finding solutions. Our culture is inclusive, balanced, transparent, and collaborative. We believe our people are our greatest asset, so we do everything we can to provide the tools, training, and support they need to excel at their jobs. As a Supervisor in Client Advisory Services (CAS), you will manage a portfolio of client engagements, supervise bookkeepers and CAS associates, and ensure the timely, accurate delivery of financial information to our clients. This role supports full-charge bookkeeping, monthly close, financial statement preparation, general excise tax reporting, and advisory services across commercial and nonprofit clients. Supervisors are expected to demonstrate technical proficiency, leadership, strong client interface skills, and the ability to leverage technology to drive efficient, high-quality deliverables. This position requires significant client interaction, staff development, and administrative responsibility. This is a full-time, in-office position performed onsite at our Wailuku, Maui office. Overtime and occasional client site visits are expected in connection with professional development activities or client assignments. This position has opportunities for advancement based upon experience, technical competencies, and leadership abilities.

Requirements

Minimum of 5 years of progressive experience in public accounting and/or private-industry full-charge accounting, including accounts receivable, accounts payable, bank reconciliations, adjusting journal entries, month-end close, general ledger maintenance, and financial statement compilation.
At least 1–2 years in a supervisory capacity.
Strong working knowledge of U.S. GAAP and general accounting principles.
Proficient in QuickBooks Online and QuickBooks Desktop.
Demonstrated ability to leverage technology to efficiently deliver client deliverables, including strong command of Microsoft Office 365 (Word, Excel, Outlook, Teams, SharePoint).
Demonstrates the propensity to lead and manage staff, develop talent, and drive team performance.
Takes a creative, solutions-oriented approach to addressing issues as they arise.
Communicate clearly and effectively, both verbally and in writing, to convey complex information professionally and concisely to clients and team members.
Excellent administration and time management skills to oversee concurrent responsibilities and meet deadlines.
Stay updated on industry trends, new regulations, and best practices.
Maintain high standards of integrity and confidentiality. Adhere to industry regulations and firm policies, setting a positive example for the team and earning client trust.
Understand business operations and financial processes, enabling strategic decision-making and effective advisory tailored to each client's industry.
Build and maintain strong client relationships and foster a collaborative team environment. Navigate different personalities and work styles for a cohesive team dynamic.
Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles.
Bachelor's degree in Accounting or a related field with a strong accounting concentration. Equivalent combinations of relevant education and experience will be considered.

Nice To Haves

Prior experience with nonprofit accounting — including fund accounting, restricted net assets, and Form 990 support — is strongly preferred.
CPA license preferred but not required. CPA licensure in the State of Hawaii is a plus.
QuickBooks ProAdvisor or equivalent platform certifications preferred.

Responsibilities

Coordinate planning, budgeting, scheduling, and execution of client engagements.
Oversee transactional accounting, monthly close, staff augmentation, back-office transformation, and controllership functions.
Develop, implement, and maintain processes, procedures, and new client setup — including chart of accounts, opening balances, and workpapers — based on the client's needs and engagement complexity.
Review deliverables for accuracy, completeness, and compliance with U.S. GAAP.
Serve as the primary liaison between client, staff, and Firm management.
Track and report engagement status, progress, and key milestones to the CAS Manager, presenting solutions for identified issues to help meet budget and timeline goals.
Take on administrative responsibilities as delegated by the Manager.
Serve as a key contact for assigned clients, including for-profit and nonprofit organizations.
Maintain regular communication with client personnel and develop strong working relationships grounded in an understanding of each client's business, industry, and stakeholders.
Deliver strategic recommendations for process improvement, internal controls, and technology adoption.
Support clients with financial accounting and reporting, audit preparation, general excise tax filings, annual reconciliations, subsidiary schedules, and staff augmentation.
Demonstrate an understanding of Firm services to offer appropriate services to clients and cultivate referrals.
Delegate work and supervise bookkeepers and CAS associates, ensuring the most efficient and effective use of staff time.
Assign and review staff workpapers; provide coaching, on-the-job training, and timely, constructive feedback to promote professional development.
Mentor junior team members and support their career progression.
Foster a culture of collaboration, accountability, and continuous learning.
Proactively identify skill gaps in self and staff; seek out development opportunities and apply new knowledge to improve performance and support team growth.
Ensure client deliverables meet deadlines and Firm quality standards, upholding the Firm's quality control (QC) practices on every engagement.
Prepare and review financial statements, workpapers, and account reconciliations for accuracy, completeness, and compliance with U.S. GAAP.
Oversee the reconciliation process across client accounts, maintaining thorough documentation and supporting schedules to uphold the highest standards of transparency and compliance.
Research technical accounting issues and develop practical, technology-enabled solutions.
Leverage technology to efficiently deliver client work, including cloud-based accounting platforms, automation tools, and BI reporting.
Take an innovative approach to identifying and resolving problems as they arise, recommending improvements to processes, systems, and client workflows.
Maintain internal controls and data security protocols across client engagements.