Manager · Local
Agresta, Storms & O’Leary, PC · Columbus, Indiana · Hybrid
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Lead and review recurring accounting work for a portfolio of clients while coaching staff and managing workflow.
Worth knowing: Requires strong QuickBooks Online proficiency and full payroll cycle experience
The Accounting Services Supervisor serves as the primary day-to-day leader of the Accounting Services team and acts as the first point of escalation for staff and client service issues. This position is responsible for overseeing workflow execution, reviewing accounting work, coaching and developing team members, monitoring deadlines, and ensuring consistent service delivery across the department. The Accounting Services Supervisor works closely with the Accounting Services Manager to support department operations, improve efficiency, develop staff, and maintain high-quality client service. This role serves as a bridge between staff accountants/senior accountants and department leadership. Essential Duties and Responsibilities Team Leadership & Staff Development Provide daily guidance, support, and coaching to accounting staff and senior accountants. Serve as the first point of contact for technical and workflow questions. Review staff work and provide timely feedback to improve accuracy and efficiency. Assist with onboarding and training new team members. Monitor staff workload and capacity and recommend workload adjustments when necessary. Identify development opportunities and assist in creating growth plans for team members. Participate in employee performance evaluations and provide feedback to department leadership. Workflow Management Monitor department workflow to ensure client deadlines are met. Coordinate work assignments among team members. Track completion of recurring monthly, quarterly, and annual client deliverables. Escalate capacity concerns, deadline risks, and client issues to the Accounting Services Manager. Assist in maintaining department procedures, checklists, and best practices. Help implement workflow improvements and process efficiencies. Client Service & Technical Review Manage a portfolio of recurring accounting service clients. Review monthly or quarterly financial statements, reconciliations, payroll entries, sales tax filings, and other accounting deliverables. Assist staff with complex accounting issues and troubleshooting. Participate in client meetings, including board meetings as needed. Ensure consistency and quality of client deliverables across the department. Support implementation of new accounting software and client conversions.
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