Client Accounting Services Supervisor & Advisory Lead

Confidential Employer; Columbus (OH); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Confidential Employer in Columbus, OH is seeking a Client Accounting Services Supervisor to lead a capable CAS team, oversee month-end close, and provide advisory services across client portfolios.

This hybrid role focuses on supervising accounting operations, coaching staff, and delivering timely financial reporting in a fast-paced professional environment. CPA is preferred but not required.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• 5-7 years of progressive accounting experience, including at least 2 years in a supervisory role.
• Strong knowledge of accounting principles, regulations, and best practices.
• Proficiency with accounting software and Excel; QuickBooks Online experience preferred.
• Strong leadership, interpersonal, and team-development abilities.
• High attention to detail with excellent analytical and problem-solving skills.
• Ability to prioritize tasks in a fast-paced environment and meet deadlines.
• Excellent verbal and written communication skills.
• Strong integrity, confidentiality, and professionalism.
• Adaptability and willingness to learn new tools and methodologies.

Responsibilities

• Complete and manage month-end and year-end close, including reconciliations, adjustments, and financial statement preparation.
• Review team bookkeeping and financial statements, providing coaching and development.
• Collaborate with tax and audit teams to ensure timely, accurate financial reporting.
• Deliver fractional CFO/Controller services as needed.
• Conduct monthly or quarterly financial advisory meetings with clients.
• Assist with budgets, forecasting, and financial analyses to support decision-making.
• Support senior management with special projects and initiatives.
• Utilize and learn accounting software and tools based on client needs.
• Participate in industry segment meetings and firm marketing activities.
• Mentor CAS team members and lead training initiatives.
• Meet monthly with direct reports to review billable budgets, realization, and goals.

Skills

Accounting knowledge

Leadership

Financial reporting

Month-end close

ERP software

Excel

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

ERP systems

Accounting software

Job description

Confidential Employer in Columbus, OH is seeking a Client Accounting Services Supervisor to lead a capable CAS team, oversee month-end close, and provide advisory services across client portfolios.

This hybrid role focuses on supervising accounting operations, coaching staff, and delivering timely financial reporting in a fast-paced professional environment. CPA is preferred but not required.