Account Supervisor - Client Advisory Services Group

Who We Are

We are a growing public accounting firm (top 25 in Virginia, as measured by the number of CPAs on staff) with a great reputation in the business community, diversified practice and a high-tech work environment. We have received the ‘Best Places to Work’ designation from both Virginia Business magazine and Accounting Today and have been named a Top Workplace by the Washington Post. We are an independent alliance member of BDO national accounting firm.

KWC specializes in providing tax, audit, accounting and business advisory services for privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans. Our diverse client base includes industries such as professional service firms, government contractors, nonprofits, real estate, construction and specialty contractors, and healthcare providers.

Why KWC?

We offer a highly-competitive compensation package, excellent opportunity for career growth/promotion, flexible work schedules, ability to work remotely, work-life balance and a great team environment, where people care about each other and recognize each other’s achievements on a regular basis. Founded in 1983, we are a well-run firm, consistently recognized as a top workplace by our staff members.

Benefits We Offer

KWC offers a competitive compensation package with benefits that include health, dental and vision coverage, 15 days of PTO to start, 12 paid holidays, a 401(k) plan with 3% contribution each year, and company-paid life, short-term and long-term disability insurance. Other benefits include free parking, flexible summer hours, with some ability to work remotely. Meals and snacks are offered during the tax busy season. “Dress for your day” is the business casual attire chosen by staff, based on the daily schedule. Flexible work schedule is also available year round.

Position Overview:

The Client Advisory Services (CAS) Supervisor will work independently to manage the work of CAS staff accountants. The successful candidate will maintain records of financial transactions by establishing accounts; posting transactions; reconciling accounts; and ensuring compliance. Additionally, the successful candidate will provide full charge bookkeeping duties to a variety of clients in a variety of industries.

Essential Functions:

• Perform all work according to the firm’s methods, policies and procedures
• Prepare engagement correspondence
• Balance and maintain accurate ledgers, reconcile with general ledger
• Download accounting transactions for integration with multiple systems for accounting and reconciliation
• Pay vendor invoices or provide assistance to client employees performing this function
• Invoicing and collection of accounts receivable
• Process payroll or provide oversight to client employees performing this function
• Provide accounting software support to clients and client staff
• Provide accounting assistance to clients and client staff
• Prepare accounting work papers, including trial balances and depreciation schedules
• Monthly, quarterly and year-end payroll reporting
• Monthly, quarterly and year-end financial reporting
• Prepare accounting workpapers, including trial balances and depreciation schedules
• Prepare sales and use tax returns
• Preparation of related business tax returns optional
• Prepare 1099’s for clients
• Preparation of annual business license and business personal property tax filings
• Manage client relationships independently
• Assign and manage the work of CAS staff accountants
• Train, review work and answer questions for CAS staff accountants
• Full lifecycle client relations, including business development meetings, managing ongoing client relations, and identifying value adds for clients
• Perform other duties assigned by the firm’s professional staff

Supervisory Responsibilities:

• CAS Staff I and CAS Staff II Accountants
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm’s policies.

_ Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. _

Minimum requirements:

• BA in Accounting or related field 4 yrs. exp or;

• 10 yrs. of relevant exp.

• Strong proficiency with QuickBooks Desktop and Online preferred.

Other Skills / Abilities:

• Excellent oral and written communication skills
• Proven ability to handle multiple projects simultaneously
• Strong understanding of US tax regulations
• Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each
• Ability to prioritize daily tasks and meet timely obligations with many clients
• Knowledge of accounting processes and advanced mathematical skills
• Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns
• Skilled using various accounting software and experience in troubleshooting common accounting program problems
• Personal integrity when working with personal and sensitive financial information
• Professional experience in financial forecasting and risk analysis

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
• Occasional lifting of boxes and/or paperwork up to 25 pounds.

Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Job Type: Full-time

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement

Work Location: Hybrid remote in Alexandria, VA 22312

Salary : $80,000 - $90,000