CAS Team Lead – Remote, Coaching & Workflow

Agresta, Storms & O’Leary, PC; Indianapolis (IN); Remote; USD 95,000 - 125,000; Full time

Job summary

Agresta, Storms & O’Leary, PC is seeking a CAS Supervisor to lead the Accounting Services team, ensuring timely, accurate client deliverables and staff development. You will coach staff, review work, and collaborate with the Accounting Services Manager to improve efficiency and service quality.

This role may be hired locally or remotely with occasional travel to ASO offices, and offers the opportunity to manage a portfolio of recurring clients while maintaining high professional standards.

Qualifications

• Bachelor's degree in Accounting or equivalent experience.
• 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.

Responsibilities

• Provide daily guidance, support, and coaching to accounting staff and senior accountants.
• Review staff work and provide timely feedback to improve accuracy and efficiency.
• Monitor department workflow to ensure client deadlines are met.
• Coordinate work assignments among team members and track recurring deliverables.
• Review monthly/quarterly financial statements, reconciliations, payroll entries, and filings.
• Assist staff with complex accounting issues and client meetings; ensure quality of deliverables.

Skills

Team leadership

Communication

Time management

Critical thinking

Education

Bachelor's degree in Accounting

Tools

QuickBooks Online

Other accounting software

Job description

Agresta, Storms & O’Leary, PC is seeking a CAS Supervisor to lead the Accounting Services team, ensuring timely, accurate client deliverables and staff development. You will coach staff, review work, and collaborate with the Accounting Services Manager to improve efficiency and service quality.

This role may be hired locally or remotely with occasional travel to ASO offices, and offers the opportunity to manage a portfolio of recurring clients while maintaining high professional standards.