Supervisor

Core Financial Outsourcing; Doylestown (Bucks County); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

401(k) with employer match

Paid holidays and vacation time

Job summary

Core Financial Outsourcing is seeking an Accounting Supervisor – Client Services in Doylestown, PA with a hybrid schedule. The role combines hands-on accounting with supervision of staff and client relationships across diverse industries.

The ideal candidate has public accounting or outsourced experience and a strong track record of accuracy and leadership. The position involves month-end close, financial statement preparation, and collaboration with clients to deliver timely insights and

Qualifications

• 5+ years progressive accounting experience.
• Public accounting or outsourced environment preferred.
• Experience reviewing others' work or leading a team preferred.
• Experience handling multiple client accounts is highly valued.

Responsibilities

• Oversee month-end and year-end close for client accounts.
• Prepare and review journal entries, reconciliations, and supporting schedules.
• Prepare and review financial statements (balance sheet, income statement, cash flow).
• Mentor staff accountants and guide junior team members.
• Coordinate with clients to address accounting questions and provide insights.
• Identify opportunities to improve internal processes and client workflows.

Skills

Leadership

Client management

Attention to detail

Communication

Mentoring

Tools

QuickBooks Online

Excel

ERP systems

Job description

Accounting Supervisor – Client Services

Location: Doylestown, PA (Hybrid)
Job Type: Full-Time | Direct Hire

About Us

Core Financial Outsourcing is a growing accounting firm providing bookkeeping, accounting, tax, and advisory services to businesses across a variety of industries. Unlike traditional accounting environments that focus on a single company, our team partners with multiple clients, providing broad exposure to different businesses, financial structures, and operational challenges.

Position Summary

The Senior Accountant / Accounting Supervisor – Client Services plays a key role in delivering high-quality accounting services to a diverse portfolio of clients. This position combines hands‑on accounting responsibilities with oversight of financial reporting, client relationships, and junior team members.

This role is ideal for someone with experience in public accounting or outsourced/client accounting environments who enjoys working with multiple clients and taking ownership of the accounting process from transaction review through financial statement preparation.

Key Responsibilities

Client & Team Leadership

• Serve as a primary accounting contact for a portfolio of clients across multiple industries
• Review accounting work performed by junior and senior team members to ensure accuracy and completeness
• Provide guidance and mentorship to staff accountants as needed
• Communicate directly with clients to address accounting questions and provide financial insights
• Coordinate internally with team members to ensure deadlines and client deliverables are met

Accounting & Financial Reporting

• Oversee and participate in month‑end and year‑end close processes for client accounts
• Review and prepare journal entries, account reconciliations, and supporting schedules
• Prepare and review financial statements including balance sheet, income statement, and cash flow reports
• Ensure financial reporting is accurate and compliant with accounting standards
• Assist clients with financial analysis, budgeting, and forecasting when needed

Process Improvement & Client Support

• Evaluate client accounting processes and recommend improvements where appropriate
• Assist with onboarding new clients and reviewing the condition of their books
• Identify opportunities for efficiencies within internal accounting processes and client workflows

Qualifications

Experience

• 5+ years of progressive accounting experience
• Experience in public accounting or outsourced/fractional accounting environments strongly preferred
• Experience reviewing the work of others or serving in a lead or supervisory capacity preferred
• Experience managing multiple client accounts or working with multiple entities strongly preferred

Technical Skills

• Proficiency in QuickBooks, preferably QuickBooks Online
• Strong experience with financial statement preparation and month‑end close
• Advanced Microsoft Excel skills preferred
• Experience with other accounting systems or ERP platforms is a plus

Skills and Competencies

• Strong organizational and multitasking abilities
• Ability to manage multiple clients and competing deadlines
• Excellent communication skills for working directly with business owners and internal teams
• Strong attention to detail and problem‑solving skills
• Ability to review financial data and identify discrepancies or improvement opportunities

Work Environment

• Hybrid schedule with a combination of remote work and three days per week in the Doylestown, PA office
• Collaborative team environment with opportunities for professional growth
• Exposure to a wide range of industries and business models

Benefits

• Competitive compensation based on experience
• Medical, dental, and vision insurance
• Life insurance
• 401(k) with employer match
• Paid holidays and vacation time

Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.