Financial Services Supervisor

1 week ago


Waimea, Hawaii, United States Verity CPAs Full time
Job Summary

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:
  1. Accounting Process Oversight: Review and analyze financial statements prepared by associate staff.
  2. Day-to-Day Operations Management: Assist in overseeing day-to-day operations to ensure timely completion of client work.
  3. Procedure Development: Develop and document accounting procedures for assigned clients with guidance from the Tax and Accounting Service Partner.
  4. Clerical Support: Provide support to tax and accounting service employees on client inquiries and requests.
  5. Tax Return Preparation: Prepare business and individual tax returns for small business clients.
  6. Workflow Management: Manage the accounting service department's workflow, onboarding, and training processes.
  7. Associate Check-Ins: Conduct weekly check-ins with accounting associates and paraprofessionals.
Additional Duties:
  1. Coverage Support: Provide coverage for monthly accounting service client work during absences of associate or paraprofessional staff.
  2. Time and Billing Monitoring: Assist in monitoring time and billing activities.
  3. Record Retention: Coordinate and control the retention of firm records, ensuring safe storage and easy access.
  4. Other Assignments: Perform other duties as assigned.
Requirements:
  • 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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