Accounting Supervisor

Job Description

Job Description

Job Description: Accounting Supervisor

About Us 

At Balanced Books, LLP, we are a fast-growing firm dedicated to providing exceptional bookkeeping services. Based in California’s Central Valley, we support small and medium-sized businesses locally and nationwide with accurate, timely, and insightful financial services.  We believe in creating a professional yet enjoyable work environment, where people are our greatest asset. We invest in your development through ongoing training, mentorship, and leadership opportunities, empowering you to grow and advance in your career.  At Balanced Books, you’re not just an employee; you’re a valued part of our team. If you’re ready to make an impact and grow with a thriving company, we’d love to meet you.

Summary

As an Accounting Supervisor at Balanced Books, LLP, you serve as a technical resource and internal support to our team of bookkeepers. Your primary responsibility is to review bookkeeping work for accuracy, identify and explain errors, and provide constructive feedback to help our team grow and improve. You’ll use your knowledge of accounting principles, QuickBooks, and financial reporting standards to answer technical questions, support ongoing learning, and uphold quality control across our client accounts. This role plays a critical part in maintaining our high standards of service and fostering a culture of continuous development and excellence within the firm.

Key Responsibilities

• Financial Reporting & Analysis
  • Prepare and review financial statements in compliance with GAAP.
  • Analyze financial data to identify trends and improvement opportunities.
  • Maintain accurate financial records for reporting.
  • Collaborate with teams and clients to verify and ensure timely financial data.
• Review & Compliance
  • Review bookkeeping work for accuracy and adherence to best practices.
  • Examine payroll reports, sales tax reports, 1099 reports, and business property tax statements for compliance.
  • Support bookkeepers with compliance-related questions and help resolve issues before client delivery.
  • Conduct periodic reviews to strengthen internal controls and data integrity.
  • Ensure compliance with ethical, legal, and industry standards.
  • Stay current on regulatory changes, advising clients on risk mitigation.
• Leadership & Team Development

• • Supervise and mentor a team of bookkeepers, providing guidance, training and development, and performance feedback, including annual performance assessments and 30/60/120/6Mo feedback for new team members
  • Delegate tasks and responsibilities, ensuring workload is evenly distributed, deadlines are met and work is performed timely and efficiently
  • Mentor junior accountants and support professional development.
  • Foster a culture of open communication, mutual respect, and continuous improvement within the team
• Team Support & Internal Collaboration
  • Serve as a resource to internal bookkeepers for resolving accounting challenges and technical questions.
  • Assist with troubleshooting client-specific issues related to payroll, sales tax, 1099s, reconciliations, and financial reporting.
  • Identify recurring issues in client files and work with the team to improve accuracy and consistency.
  • Create and share documentation or mini-trainings to help team members learn from common errors or software updates.
  • Participate in team check-ins and collaborate with managers to improve bookkeeping processes and outcomes.
• Accounting Systems & Technical Support
  • Provide technical support to the team on accounting software (e.g., QuickBooks Online, desktop versions, related apps).
  • Recommend workflow improvements and assist with internal implementation of software tools and features.
  • Support setup of new client files, ensuring chart of accounts, integrations, and automations are configured correctly.
  • Help troubleshoot client system issues in coordination with the assigned bookkeeper when necessary.
• Professional Attributes
  • Excellent Communication: Strong written and verbal skills for effective interaction at all levels.
  • Leadership: Motivates teams, fosters collaboration, and guides client management best practices.
  • Technical Support: Acts as a go-to expert for accounting principles, software, and troubleshooting unusual entries.
  • Organizational Skills: Manages multiple tasks efficiently with clear prioritization.
  • Analytical & Problem-Solving: Identifies financial discrepancies and provides strategic solutions.
  • Attention to Detail & Accuracy: Ensures precision in financial reports and compliance documentation.
  • Integrity & Discretion: Maintains confidentiality and upholds ethical standards.

Minimum Qualifications

• Bachelor’s degree in accounting, Finance, or a related field.
• Minimum of 3 years of experience in accounting, financial reporting, or compliance roles.
• Experience with bookkeeping, financial statement review, payroll quarterly reports, sales tax reports, 1099 reports, and business property tax statements.
• Proficiency in QuickBooks accounting software (QBO and QB Desktop)
• Proficiency in MS word, Excel, PowerPoint and Outlook

Preferred Qualifications

• Master’s degree in accounting, Finance, or Business Administration.
• 5+ years of accounting experience, preferably in a client-facing or consulting environment.

• Active Certified Public Accountant (CPA) license.

• Experience in a bookkeeping firm, outsourced accounting service, or public accounting setting.
• Previous experience reviewing financial records for businesses in multiple industries.
• Knowledge of financial process improvement and internal controls best practices.
• Experience mentoring junior accountants or leading a small accounting team.
• Ability to present financial data to non-accounting professionals in an understandable way.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to sit, talk or hear, as well as use hands and fingers to handle or feel.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually quiet.

Benefits

• Eligible for quarterly bonus
• Subsidized Medical/Dental/Vision
• Paid Time Off and Sick Time available
• Eight paid holidays
• 401(k) savings plan with employer match
• Flexible work schedules that promote work/life balance