Client Accounting Specialist Supervisor

Cordell, Neher & Company; Wenatchee, Northern (WA, KY); Hybrid; USD 48,000 - 55,000; Full time

Job summary

Cordell, Neher & Company, PLLC is seeking a CAS Supervisor who will manage the Client Accounting Services department's daily operations, support staff development, and oversee workflows to ensure accuracy and timely deliverables.

You will coach staff, lead regular 1:1 meetings, monitor workloads, and partner with the CAS Manager on process improvements while maintaining strong client relationships and meeting billable hour targets.

Responsibilities

• Manage the internal day-to-day operations of the CAS department.
• Run weekly CAS staff meetings and maintain consistent departmental communication.
• Lead regular 1:1 meetings with staff to provide coaching, feedback, and development support.
• Manage staff workloads and capacity; make recommendations to CAS Manager for reallocation as needed.
• Identify skill gaps and coordinate appropriate training plans.
• Create, document, and train staff on internal CAS processes and standards for all deliverables.
• Prepare staff for monthly In-Charge meetings and run those meetings.
• Review client deliverables to ensure accuracy, consistency, and adherence to firm standards.
• Respond to escalated client and project issues; loop in CAS Manager when issues rise above scope or risk level.
• Drive consistency, efficiency, and quality across all CAS processes.
• Assist with higher-level departmental projects as assigned.

Job description

The CAS Supervisor is second in charge of the Client Accounting Services department and is primarily responsible for managing the internal operations, people development, processes, and workflow of the department. This role ensures that the CAS team is trained, supported, and operating efficiently while maintaining high standards of quality and timeliness. The CAS Supervisor serves as a hands-on leader, reviewer, and coach, while also carrying their own client load and supporting department leadership through process development and execution.

• Manage the internal day-to-day operations of the CAS department.
• Run weekly CAS staff meetings and maintain consistent departmental communication.
• Lead regular 1:1 meetings with staff to provide coaching, feedback, and development support.
• Manage staff workloads and capacity; make recommendations to the CAS Manager for reallocation as needed.
• Identify skill gaps and coordinate appropriate training plans.
• Substantially involved in the management, development, and training of CAS staff.
• Create, document, and train staff on internal CAS processes and standards for all deliverables.
• Prepare staff for monthly In-Charge meetings and run those meetings.
• Serve as lead Reviewer for the CAS team; potentially build and train a dedicated review team for:
• o Quarterly financials
• o Financial statements
• o DORs
• o Payroll deliverables
• Serve as point of contact for assigned clients and meet individual billable hour targets.
• Review client deliverables to ensure accuracy, consistency, and adherence to firm standards.
• Respond to escalated client and project issues; loop in CAS Manager when issues rise above scope or risk level.
• Drive consistency, efficiency, and quality across all CAS processes.
• Assist with higher-level departmental projects as assigned.
• Collaborate with CAS Manager on continuous improvement initiatives.
• Maintain strong collaboration with CAS Manager, In-Charges, and cross-functional teams.
• Model professionalism, accountability, confidentiality, information security best practices and firm values in all interactions

This position will directly supervise others and is responsible for the development and training of their direct reports.

Working Conditions:

Typical office environment with standard office hours. Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range: $35 - $40 / hr

Equal Opportunity Employer:

Cordell, Neher & Company, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.