Accounting Services Lead & Workflow Coach

Agresta, Storms & O’Leary, PC; Columbus (IN); On-site; USD 75,000 - 105,000; Full time

Job summary

Agresta, Storms & O’Leary, PC is seeking an Accounting Services Supervisor to lead the Accounting Services team and serve as the primary escalation point for staff and client service issues. You will oversee workflow, review work, coach staff, monitor deadlines, and ensure consistent service delivery.

Working with the Accounting Services Manager, you will support department operations, improve efficiency, mentor staff, and bridge the gap between staff accountants and leadership.

Qualifications

• Bachelor's degree in Accounting or equivalent experience preferred.
• 5-10 years of accounting experience (public accounting preferred).
• Strong knowledge of accounting principles and financial statement preparation.
• Experience reviewing staff work and providing coaching and feedback.
• Experience managing full payroll cycle, including payroll processing, payroll tax filings and deposits, payroll tax notice resolution, year-end reporting, payroll reconciliations, and payroll compliance.
• Strong proficiency with QuickBooks Online and other accounting technology platforms.
• Excellent communication, leadership, and organizational skills.
• Ability to manage multiple priorities and deadlines simultaneously.

Responsibilities

• Provide daily guidance, support, and coaching to accounting staff and senior accountants.
• Serve as the first point of contact for technical and workflow questions.
• Review staff work and provide timely feedback to improve accuracy and efficiency.
• Assist with onboarding and training new team members.
• Monitor staff workload and capacity and recommend workload adjustments when necessary.
• Identify development opportunities and assist in creating growth plans for team members.
• Participate in employee performance evaluations and provide feedback to department leadership.
• Monitor department workflow to ensure client deadlines are met.
• Coordinate work assignments among team members.
• Track completion of recurring monthly, quarterly, and annual client deliverables.
• Escalate capacity concerns, deadline risks, and client issues to the Accounting Services Manager.
• Assist in maintaining department procedures, checklists, and best practices.
• Help implement workflow improvements and process efficiencies.
• Manage a portfolio of recurring accounting service clients.
• Review monthly or quarterly financial statements, reconciliations, payroll entries, sales tax filings, and other accounting deliverables.
• Assist staff with complex accounting issues and troubleshooting.
• Participate in client meetings, including board meetings as needed.
• Ensure consistency and quality of client deliverables across the department.
• Support implementation of new accounting software and client conversions.
• Assist with department reporting and monitoring key performance indicators.
• Help ensure engagement profitability through efficient workflow management.
• Support billing, budgeting, and realization objectives as assigned.
• Assist in developing and maintaining department documentation and training resources.
• Collaborate with firm leadership on departmental initiatives and special projects.

Skills

Leadership

Communication

Coaching staff

Time management

Organization

Education

Bachelor's degree in Accounting

Tools

QuickBooks Online

Job description

Agresta, Storms & O’Leary, PC is seeking an Accounting Services Supervisor to lead the Accounting Services team and serve as the primary escalation point for staff and client service issues. You will oversee workflow, review work, coach staff, monitor deadlines, and ensure consistent service delivery.

Working with the Accounting Services Manager, you will support department operations, improve efficiency, mentor staff, and bridge the gap between staff accountants and leadership.