CAAS Supervisor

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REDW Advisors and CPAs, one of the Southwest's 10 largest advisory and CPA firms, also recognized among INSIDE Public Accounting's Top 200 Accounting Firms, is pleased to announce we have been awarded Top Workplace 2025, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico. AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.

The CAAS Supervisor is responsible for all areas relating to financial reporting for firm clients. This position will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements. The Supervisor also has the responsibility to supervise the work of multiple staff. This position addresses tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. The Supervisor will have contact with clients and client contacts, including the client's tax accountant and other professional service providers.

ESSENTIAL FUNCTIONS:

• Overall day-to-day management of financial reporting accuracy and on-time processing of client information
• Bank and other balance sheet account reconciliations
• Payroll reconciliations
• Review and approval of account classifications
• Review of G/L for any missing transactions and overall accuracy
• Management of weekly “Open Items” and “To-Be-Coded” lists, supervised/reviewed by the CAAS Manager
• Preparation of initial/draft Management Reporting Package each month, for completion by the CAAS Manager
• Client Password Vault maintenance (managed by CAAS Manager)
• Management of A/R, A/P and Payroll transaction cycles
• Routing of Sales Tax and other reports for preparation within the firm
• Day-to-day supervision of CAAS Accounting Specialists and CAAS Assistants to include setting priorities, evaluating quality of daily work, and training of existing and new staff.

KEY SUCCESS FACTORS:

• Ability to contribute positively to a team and manage (when applicable) and motivate a team
• Superior ability to prioritize and focus in a high-paced, multi-tasking environment
• Ability to quickly learn and use new technology software applications
• Positive telephone, email and other communication skills as contact with clients and others will be extensive and ongoing
• Commitment to protecting client privacy, even within the firm, as appropriate
• Ability to apply self to learning and applying technical skills
• Co-operative team player
• Interest in personal and professional development and advancement

KEY PERFORMANCE INDICATORS:

• On-time delivery of client financial reporting packages
• Low error rates and overall quality of work output
• Motivating and effective management skills
• Integration into the team
• Meeting assignment objectives (timeframes, budgets, outcomes)
• Ability to work independently in a sometimes stressful environment with extensive multi-tasking demands
• Client satisfaction
• Participation in firm wide initiatives
• Learning and demonstration of evolving accounting and technology skills

REDW LEADERSHIP EXPECTATIONS:

In addition to the essential functions and responsibilities of the position and the associated department, all REDW Team Members in leadership positions are expected to meet the following requirements:

• Leadership - Establish effective leadership abilities through the consistent demonstration of integrity, professionalism, confidentiality, and ethical behavior. Positively inspire others and build trusting followership through open, honest communication. Prioritize the success of the firm through a commitment to the strategic direction and participation with the organizational development of the firm.
• Personal Effectiveness - Uphold a commitment to personal accountability and responsiveness. Demonstrate a commitment and ability to continued personal and professional development, and the establishment of strong technical expertise in a chosen area. Proactively anticipate and prevent potential exposures to risk or litigation.
• Financial Performance - Manage staff and resources to maximize profitability in the department and industry group. Meet revenue and realization goals and manage billing and collections in a timely and effective manner. Participate in Firm-wide organizational development through review and assessment of systems and processes, identifying refinements as necessary to achieve optimum operational efficiency and the development of sustainable best practices.
• Team Development - Promote a success-oriented environment within the company that creates a high level of employee morale and a culture that encourages openness, trust, teamwork, accountability, and a shared vision. Provide meaningful coaching and mentoring to develop and maintain strong teams with a high level of individual personal growth, performance, and stability. Effectively delegate tasks and responsibilities to Team Members for their technical development. Be perceived by subordinates as an effective leader. Identify and develop potential leaders for succession planning and Firm development.
• Client Management - Proactively meet and exceed client expectations by understanding and anticipating their needs and develop the relationship to the level of a trusted advisor. Transfer clients and services to others within the Firm. Manage client relationships to maintain profitability and alignment with Firm objectives.
• Business Development - Demonstrate a personal dedication and responsibility toward business development and collaborative marketing efforts to maximize the services provided across the Firm. Provide support to the community through service, leadership, and relationship building in community, charitable, professional, or industry organizations.

KNOWLEDGE AND SKILLS:

• Strong technology skills using Microsoft Office 2007 or later
• Experience working in a paperless environment strongly preferred
• Strong interpersonal and relationship building skills
• Team player with a positive “can-do” approach
• A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas

QUALIFICATIONS:

• Bachelor's degree in accounting or equivalent experience.
• Prior bookkeeping experience that involved processing of Accounts Payable, Accounts Receivable, and Payroll is required. Experience preparing payroll and sales tax returns strongly preferred.
• Prior supervisory experience strongly preferred.

REDW is committed to providing an environment where equal employment opportunities are available to all candidates without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, veteran status, and any other characteristic protected by applicable law. REDW colleagues believe that diversity and inclusion among our teammates is critical to our success as a global firm, and we seek to recruit, develop and retain the most talented individuals from a diverse candidate pool.

Education

• Bachelors or better in Accounting or related field

Skills

• Accounts Receivable
• Bookkeeping packages(Peachtree&/orQuickBooks)