Client Accounting Services Supervisor

Job Description

Client Accounting Services Supervisor | LEVELOCITI

The Tone:
This is a full-time role at LEVELOCITI, located remotely within the U.S. LEVELOCITI is an established and growing virtual CPA and advisory firm that has built a modern, technology-forward accounting practice serving privately held businesses, entrepreneurs, healthcare organizations, real estate clients, and high-net-worth individuals nationwide. This role is crucial for managing client accounting services, ensuring financial accuracy, and leading a team of accounting professionals who provide outsourced accounting, financial reporting, and payroll support. The firm emphasizes organized workflows, clear expectations, and a reasonable work-life balance, while offering a clear path for this role to advance into Manager-level and broader advisory responsibilities.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote, United States
• Pay: $85000–$115000 yearly
• Team: Leads a team of bookkeepers and staff accountants
• Mission: Oversee accurate and timely outsourced accounting, financial reporting, and payroll for a diverse client portfolio while supervising and developing accounting staff.
• Tech Stack: QuickBooks Online, Gusto, ADP, Bill.com, TaxDome, QuickBooks Desktop

What You’ll Actually Do
• Client Portfolio Management: Oversee monthly, quarterly, and annual accounting and financial reporting for a diverse portfolio of clients.
• Quality Assurance: Review month-end close, general ledger activity, account reconciliations, and financial statements to ensure accuracy and timeliness.
• Team Leadership: Supervise, mentor, and support the professional development of accounting team members.
• Client Relations: Manage client relationships through proactive communication and reliable service delivery.
• Process Improvement: Improve accounting workflows, documentation, and internal controls, collaborating with the firm’s tax and advisory teams.

The Must-Haves
• Background: A minimum of 5 years of accounting experience, preferably gained within a CPA firm, CAS practice, or outsourced accounting environment. Candidates must possess strong knowledge of full-cycle accounting, U.S. GAAP, month-end close processes, and financial reporting.
• Experience: Proven experience reviewing accounting work and supervising or mentoring accounting staff. Demonstrated ability to manage multiple client relationships and competing deadlines. Strong proficiency with QuickBooks Online, including reporting, reconciliations, and month-end close, is required. Experience with payroll processing, reconciliations, and resolving payroll tax notices is also essential.
• Skills: Excellent client communication, strong organizational abilities, and effective problem-solving skills are critical for success in this role.
• Bonus: QuickBooks ProAdvisor certification is preferred. A CPA license or active progress toward obtaining one is a plus. Experience with Gusto, ADP, Bill.com, TaxDome, or QuickBooks Desktop is also beneficial.