Description 

Avizo Group, Inc. is seeking an experienced accountant/bookkeeper to join our team as a Client Accounting Supervisor with 5 plus years in accounting. The position is full-time and based out of our Fairhope/Mobile office. The supervisor will be responsible for helping lead our Client Accounting Services practice (CAS). This role will require a thorough understanding of monthly bookkeeping and financial statement preparation. The supervisor will provide strategic advice to clients. In addition, the Supervisor will work closely with the firm’s leadership team, other members of the team, and the operations team to ensure that the firm’s services are delivered effectively. The Client Accounting Supervisor will help the firm develop and implement our strategic objectives as we continue to improve and grow Avizo.

Our Philosophy

Avizo Group, Inc. has been a Top CPA firm along the Gulf Coast since 1990. Our leaders have spent the last 30 years challenging the status quo of our profession to make changes for the better for both our own team members and our clients. Some of those changes include working significantly less overtime, pricing work on value instead of time (that means we do not track time for billing), basing incentive pay on the achievement of goals that benefit both our team and the firm, and a commitment to continual learning and improvement. 

For our clients, we focus on producing more than a tax return or financial statement. We have a genuine interest in helping business owners achieve their goals and objectives for success through sound business strategy, accounting guidance, and tax advice. This is achieved by regular communication with our clients throughout the year while actively marketing our services and a strong commitment to learning. 

At Avizo Group, we prioritize your work/life balance by providing the tools, compensation, and benefits needed to achieve your professional goals while also being available for family, friends, and personal interests. We offer flexible work schedules so our team can work at their optimal times. We have successfully made reducing overtime during tax season a priority through our Project 40 initiative. We have reduced office hours, closing at 1:00 pm on Fridays year-round. We have a generous PTO policy and believe that taking time away from the office is important to our team’s overall well-being, both mentally and physically. Getting away to recharge is vital to our long-term success. 

Our Fun Committee makes sure there are fun activities throughout the year to keep our team engaged and allow us time to bring our families to events so we can all enjoy being part of the Avizo Family.

Qualifications

Requirements

• 5 years of experience in client accounting/bookkeeping. 
• Strong interpersonal, leadership, and analytical skills. 
• Ability to build and maintain strong relationships with clients. 
• Ability to prioritize and manage multiple projects and deadlines. 
• Experience leading a team as well as coaching and mentoring staff. 
• Ability to communicate effectively with clients and team members. 
• Enthusiasm for community involvement. 
• Experience and general interest in helping small business owners achieve their goals and objectives for success. 
• Sales tax and payroll experience is preferred. 
• Experience with QBO, XERO, and Gusto is preferred. 

Job Responsibilities

Key Expertise and Technical Skills:

• Show specialized expertise in managing and optimizing business strategies for various entities. 
• Be proficient in preparing and reviewing monthly bookkeeping and financial statement preparation. 
• Successfully lead client accounting as both the job supervisor and the service lead, coordinating closely with clients, partners, and staff. 
• Acts as the primary point of contact for clients, offering tailored solutions and strategic advice. 
• Supervise and mentor a team of professionals, fostering their technical skills and professional development. 
• Identify and implement best practices to enhance processes and workflows, ensuring efficiency and accuracy. 
• Assist clients with planning and strategies to minimize liabilities and maximize financial benefits. 
• Collaborate with other departments and service lines to deliver comprehensive and integrated services. 
• Seek ways to continuously improve processes and identify tools and technology to enhance Avizo’s services for our clients’ needs. 

People Management/Relationship

• Evaluate the significance of problems or issues and interpret their implications for the client, considering the client’s risk tolerance. 
• Lead client meetings. 
• Build and maintain client relationships through direct contact with appropriate organizational levels on assigned engagements, consistently providing timely responses to both client and internal requests. 
• Develop a thorough understanding of the firm’s services and effectively present ideas to clients, resulting in additional services. 

Productivity & Business Growth

• Identify business development opportunities through new or existing contacts. 
• Understand our business model and profit generation and demonstrate the ability to act swiftly and strategically to capitalize on opportunities. 

How You Will Grow

We believe growth and excellence are developed from a willingness to take on responsibility. Our team members actively manage their goals to help both clients and the firm achieve success. They are rewarded for their success in meeting their goals through our Balance Score Card Incentive Pay program. This incentive pay is paid monthly as the goals are achieved, so our team receives the benefit of their achievements as they progress during the year.

In addition to on-the-job training, you will participate in industry-specific training programs. We also offer extensive annual training on the latest technologies. Our Training and Learning Committee plans Lunch & Learns throughout the year for both internal training and bringing in external sources to share their knowledge and expertise on a variety of subjects.

We believe every day is an opportunity to be better as leaders, innovators, team members, and relationship managers. 

Salary and Benefits

We offer competitive compensation packages, as well as a collaborative work environment. Our employees enjoy earning their base compensation plus their incentive pay through the Balance Scorecard Incentive Pay program as they accomplish their goals. We offer insurance options for Health, Dental, Vision, Health Savings Accounts, and Flexible Spending Accounts. We also have a 401(k)-retirement plan with a substantial employer match. As well as a generous PTO policy, at Avizo Group, we believe that taking time away from the office is important to our team’s overall well-being, both mentally and physically.

If you are interested in joining the Avizo Team, please send your resume to Careers@avizogroup.com or apply by clicking here.