Minimum of two years of managerial or supervisory experience
Minimum of five years in public accounting preferred
Strong technical knowledge of accounting principles and compliance
Responsibilities
Manage client engagements from planning to execution
Develop proactive client relationships for superior service
Provide recommendations for business process improvements
Mentor and train accounting staff
Coordinate accounting activities with other departments
Perform all tasks related to client services within budget
Demonstrate strong technical and research skills
Benefits
Opportunity to work in a high-quality service team
Exposure to diverse client engagements
Professional development through mentorship
Collaborative work environment
Ability to influence and improve client operations
Full Job Description
Job Description
CFO Services Supervisor
About the job
We are seeking an experienced CFO Services Supervisor in Irvine. This individual will be responsible for working alongside the Director of CFO Services to ensure the delivery of high-quality work product and the management of client relationships. In this position, a successful candidate will be responsible for having advanced technical skills in a variety of accounting areas, along with strong supervisory skills. The client service aspect of this role will focus on outsourced accounting.
Responsibilities
Demonstrated strong technical knowledge of accounting principles, consulting and compliance.
Demonstrate knowledge and proficiency in advanced technical and research skills, necessary for advising clients.
Ability to prioritize and manage client engagements through the entire life-cycle: planning, executing, directing, managing the budget and communicating with the manager and partner group.
Develop effective and proactive relationships with clients to provide superior client service.
Provide recommendations for business and process improvements based upon the technical knowledge gained relative to the client's operations and business objectives.
Performs all tasks related to client services within budgeted time.
Coordinate accounting activities with other departments.
Demonstrate competency in technical skills, work quality and application of professional and firm standards.
Mentor and train accounting staff and seniors through guidance and coaching.
Knowledge And Skill Requirements
Good oral and written communication.
Good time management and organizational skills.
Proficiency in Microsoft Office, ProSystem fx Tax, Engagement and QuickBooks.
Education And Work Experience
CPA Certification required.
Bachelor's degree in accounting (or similar course work) required.
Minimum of two years of managerial or direct supervisory experience.
Minimum of five years of qualified work experience based in public accounting, preferred
