Accounting Supervisor

Summary/Objective

Reporting to the Director of Accounting, the Accounting Supervisor is responsible for reviewing the compilations prepared by staff members including bank reconciliation, general ledger, balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele. The Reviewer/Supervisor also is responsible for supervising a team of accountants in their day-to-day work activities.

Essential Functions

• Review accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department, reporting any discrepancies to the team member for correction

• Review records of accounts and confirm entries into proper accounts

• Document and ensure proper keeping of financial records, making use of current technologies

Responsibilities and Duties

• Review monthly and quarterly compilations including reconciliations of bank and credit card accounts; verify general ledger for accuracy

• Review after the fact payroll summaries and journal entries

• Review journal entries to reconcile balance sheet accounts to supporting documents

• Oversee preparation of year end Forms 1096 & 1099

• Client contact as needed to facilitate completion of financial statements

• Responsible for a team of accountants, answer questions, giving feedback and day-to-day supervising of the team

• Adhere to review timeliness guidelines

• Perform monthly and quarterly financial statements including reconciliations of bank and credit card accounts; verify general ledger for accuracy

• Record journal entries to reconcile balance sheet accounts to supporting documents

• Preparation of year end Forms 1096 & 1099

• Visit with client during annual consultation to develop accounting/client relationship

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelor’s degree from a regionally accredited institution preferred

• 10 years of experience in accounting field required

• Multi-client CPA firm experience required

• Supervisory experience preferred

• QuickBooks and Xero Software experience preferred

• Proficient in both Microsoft Word and Excel

• Act as a team player and demonstrate a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. An in-office presence may be required for training. This is a primarily remote role, with an in-office presence once a month or as business need dictates. The ability to work remotely is allowed based on management’s approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $80,000 - Maximum: $85,000

Benefits

• Competitive Salary

• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

• Dental & Vision Insurance

• Unlimited PTO

• Firm-Paid Holidays, Including an Extended Winter Break

• Safe Harbor 401k Plan

• Generous Employer HSA Contributions

• Employer Paid Professional Dues, Licenses/Renewals

• Continuing Education Resources

• Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

• USA Today – Top Workplaces (2024)

• Monster – Top Remote Workplaces (2024)

• Accounting Today – Beyond Top 100: Firms to Watch (2024, 2023, 2020)

• Accounting Today - Top 100 Firms (2022, 2023)

• Forbes - America's Best Tax & Accounting Firms (2022, 2023)

• INSIDE Public Accounting - Top 100 Firms (2022, 2023)

• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

• Dallas Morning News - Top Workplace (2022, 2023)

• Accounting Today - Beyond Top 100: Firms to Watch (2020)

• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

• Dallas Business Journal - Top Accounting Firms (2018)

• Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)

• Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)