crete-professionals-alliance - Supervisor, Client Advisory Services (CAS) | Wailuku, Maui

• ENGAGEMENT MANAGEMENT • Coordinate planning, budgeting, scheduling, and execution of client engagements. • Oversee transactional accounting, monthly close, staff augmentation, back-office transformation, and controllership functions. • Develop, implement, and maintain processes, procedures, and new client setup — including chart of accounts, opening balances, and workpapers — based on the client's needs and engagement complexity. • Review deliverables for accuracy, completeness, and compliance with U.S. GAAP. • Serve as the primary liaison between client, staff, and Firm management. • Track and report engagement status, progress, and key milestones to the CAS Manager, presenting solutions for identified issues to help meet budget and timeline goals. • CLIENT RELATIONSHIP MANAGEMENT • Serve as a key contact for assigned clients, including for-profit and nonprofit organizations. • Maintain regular communication with client personnel and develop strong working relationships grounded in an understanding of each client's business, industry, and stakeholders. • Deliver strategic recommendations for process improvement, internal controls, and technology adoption. • Support clients with financial accounting and reporting, audit preparation, general excise tax filings, annual reconciliations, subsidiary schedules, and staff augmentation. • Demonstrate an understanding of Firm services to offer appropriate services to clients and cultivate referrals. • STAFF SUPERVISION & DEVELOPMENT • Delegate work and supervise bookkeepers and CAS associates, ensuring the most efficient and effective use of staff time. • Assign and review staff workpapers; provide coaching, on-the-job training, and timely, constructive feedback to promote professional development. • Mentor junior team members and support their career progression. • Foster a culture of collaboration, accountability, and continuous learning. • Proactively identify skill gaps in self and staff; seek out development opportunities and apply new knowledge to improve performance and support team growth. • OPERATIONAL EXCELLENCE & TECHNICAL PROFICIENCY • Ensure client deliverables meet deadlines and Firm quality standards, upholding the Firm's quality control (QC) practices on every engagement. • Prepare and review financial statements, workpapers, and account reconciliations for accuracy, completeness, and compliance with U.S. GAAP. • Oversee the reconciliation process across client accounts, maintaining thorough documentation and supporting schedules to uphold the highest standards of transparency and compliance. • Research technical accounting issues and develop practical, technology-enabled solutions. • Leverage technology to efficiently deliver client work, including cloud-based accounting platforms, automation tools, and BI reporting. • Take an innovative approach to identifying and resolving problems as they arise, recommending improvements to processes, systems, and client workflows. • Maintain internal controls and data security protocols across client engagements. • Continuous Learning Mentality: Stay updated on industry trends, new regulations, and best practices. • OTHER ESSENTIAL ATTRIBUTES • Ethical and Professional: Maintain high standards of integrity and confidentiality. Adhere to industry regulations and firm policies, setting a positive example for the team and earning client trust. • Business Acumen: Understand business operations and financial processes, enabling strategic decision-making and effective advisory tailored to each client's industry. • Strong Interpersonal Skills: Build and maintain strong client relationships and foster a collaborative team environment. Navigate different personalities and work styles for a cohesive team dynamic. • Flexibility: Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles.