Accounting Supervisor

Summary/Objective


Reporting to the Director of Accounting, the Accounting Supervisor is responsible for reviewing the compilations prepared by staff members including bank reconciliation, general ledger, balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele. The Accounting Supervisor also is responsible for supervising a team of accountants in their day-to-day work activities.


Essential Functions

1. Review accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department, reporting any discrepancies to the team member for correction

1. Review records of accounts and confirm entries into proper accounts

1. Document and ensure proper keeping of financial records, making use of current technologies

Responsibilities and Duties

1. Review monthly and quarterly compilations including reconciliations of bank and credit card accounts; verify general ledger for accuracy

1. Review after the fact payroll summaries and journal entries

1. Review journal entries to reconcile balance sheet accounts to supporting documents

1. Oversee preparation of year end Forms 1096 & 1099

1. Client contact as needed to facilitate completion of financial statements

1. Responsible for a team of accountants, answer questions, giving feedback and day-to-day supervising of the team

1. Adhere to review timeliness guidelines

1. Perform monthly and quarterly financial statements including reconciliations of bank and credit card accounts; verify general ledger for accuracy

1. Record journal entries to reconcile balance sheet accounts to supporting documents

1. Preparation of year end Forms 1096 & 1099

1. Visit with client during annual consultation to develop accounting/client relationship

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelor's degree from a regionally accredited institution preferred

• 10+ years of experience in accounting field required

• Multi-client CPA firm experience required

• Supervisory experience preferred

• QuickBooks and Xero Software experience preferred

• Proficient in both Microsoft Word and Excel

• Act as a team player and demonstrate a positive attitude

Travel


No travel is expected for this position.


Work Environment


This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.


Physical Demands


This is a largely sedentary role; however, some filing may be required.


Position Type and Expected Hours of Work


This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. An in-office presence may be required for training. This is a primarily remote role, with an in-office presence once a month or as business need dictates. The ability to work remotely is allowed based on management's approval.


Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $80,000.00 - Maximum: $85,000.00 USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023, 2026)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at View email address on click.appcast.io. Your concerns will be handled with the utmost confidentiality and care.