Client Accounting Supervisor
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 and Advisory 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.
Key Expertise and Technical Skills:
- Show specialized expertise in managing and optimizing business strategies for various entities.
- Be proficient in preparing, 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.
- 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.
