Financial Services Supervisor
1 week ago
The Financial Services Supervisor will oversee the monthly accounting process, ensuring efficient client work completion. This role requires exceptional communication skills and a passion for small business success.
Key Responsibilities:- Accounting Process Oversight: Review and analyze financial statements prepared by associate staff.
- Day-to-Day Operations Management: Assist in overseeing day-to-day operations to ensure timely completion of client work.
- Procedure Development: Develop and document accounting procedures for assigned clients with guidance from the Tax and Accounting Service Partner.
- Clerical Support: Provide support to tax and accounting service employees on client inquiries and requests.
- Tax Return Preparation: Prepare business and individual tax returns for small business clients.
- Workflow Management: Manage the accounting service department's workflow, onboarding, and training processes.
- Associate Check-Ins: Conduct weekly check-ins with accounting associates and paraprofessionals.
- Coverage Support: Provide coverage for monthly accounting service client work during absences of associate or paraprofessional staff.
- Time and Billing Monitoring: Assist in monitoring time and billing activities.
- Record Retention: Coordinate and control the retention of firm records, ensuring safe storage and easy access.
- Other Assignments: Perform other duties as assigned.
- Technical Proficiency: Proficiency in computer software and willingness to learn new technology.
- Educational Background: Bachelor's degree in accounting, finance, or business (preferred).
- Project Management: Attention to detail and ability to manage multiple projects.
- Small Business Focus: Passion for small businesses and their success.
- Personality Traits: Upbeat, confident, and friendly personality.
- Problem-Solving Skills: Excellent problem-solving skills and ability to offer recommendations.
- Experience Requirements: 2+ years of accounting supervisory/managerial experience (preferred).
- Tax Experience: Tax return preparation experience (1040, 1065, 1120) (preferred).
- Professional Certifications: CPA or EA license (preferred), QuickBooks ProAdvisor certification (preferred).
This position is located at our office location. Estimated salary: $60,000 - $80,000 per year.
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