Client Accounting Supervisor - Pasadena, United States - Lucas Horsfall

Description

Client Accounting Services Supervisor

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that genuinely care about you and your professional development? Lucas Horsfall is that CPA firm.

Celebrating our 67th year anniversary in 2024, we attribute our exceptional growth to our appreciation of our people and clients.

This growth has provided a need for a CAS Supervisor to help deliver personal and experienced service to our vast array of clients.

At Lucas Horsfall, a CAS Supervisor manages the client relationship of our mid to large sized entities, advising clients on appropriate financial and visionary strategies.

The firm also encourages supervisors to take ownership of their career, tailoring their career growth, direction, and progression to accommodate shifts and changes in their personal lives.

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education.

Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs.

Explore the opportunities that await you today


CAS Supervisor Essential Functions

• Execute the vision of the monthly financial close ensuring it is timely, and the monthly close deliverable is achieved.
• Understanding of the internal control environment necessary on a client and advise where weaknesses or strengths are present.
• Help solidify clients' visions through budget preparation. Monitor budget versus actual and have active discussions with clients regarding variances.
• Owns the onboarding / offboarding of clients in their care and assists in a project environment to help transition.
• Function as a liaison, leading a client through a financial statement audit to ensure clients are "audit ready" with their yearend close and analysis of key account balances.
• Ability to complete complex and noncomplex account reconciliations (i.e., investment and equity roll forward schedules) and record transactions as part of the monthly closing process.
• Review financial statements, prepare variance analysis, and analyze unusual items.
• Participate and lead special projects such as software implementations, payroll provider conversion, and accounting system migration.
• Prepare annual business filings (i.e.,1099's and business property tax statements (571L).
• Process payroll, sales tax, inventory, and fixed asset management.
• Build processes and procedures for clients.

Supervisory Responsibility
This position will mentor, train, and develop staff and seniors.


Required Education and Experience

• Bachelor's degree in accounting or equivalent
• CPA or in the process of obtaining is preferred
• 6 years of general accounting experience
• 1 year of experience training and supervising staff
• Experience working in an audit department of a CPA firm preferred
• Capable of working in a demanding, deadlinedriven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
• Strong excel skills (Pivot Tables, VLOOKUP's, Sumifs, etc.)
• Able to research technical accounting guidance into clear, thoughtful, and deliverable action
• Clientcentric approach to all matters
• Ability to travel to client locations
• Experience working with privately held clients a plus

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities, and activities may change at any time wit


Pay:
$85, $130,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H1B visa status)?

Education:

• Bachelor's (required)

Experience:

• QuickBooks: 1 year (preferred)

Public Accounting: 3 years (preferred)


Ability to Relocate:

• Pasadena, CA: Relocate before starting work (required)

Work Location:
Hybrid remote in Pasadena, CA