Lombardo Ayers & Company, LLC · 6 hours ago
Accounting Supervisor
Annapolis, Maryland, United States
Full-time
Hybrid
Mid, Senior Level
$105K/yr - $115K/yr
5+ years expLombardo Ayers & Company, LLC is a full-service Certified Public Accounting firm offering tax, audit, consulting, and business advisory services. The Accounting Supervisor will manage and develop staff within the CAAS department, ensuring timely and accurate client accounting work while seeking business development opportunities.
AccountingAdviceConsultingFinance
Responsibilities
Ability to perform and review: Bank Reconciliations, Sales Tax Returns, Federal & State Payroll tax returns, annual business licenses, 1099s and W2s
Reconcile balance sheet accounts and research financial discrepancies by analyzing detailed account information for financial statement preparation for the Monthly/Quarterly Write Up process
Compile and review advanced workpapers utilizing software and managing project workflows within paperless environment and answering questions for other staff as needed
Coordinate with other staff members to ensure accuracy of posted transactions through A/P, A/R, Fixed Assets and Payroll entries
Review financial information such as trends, performance metrics, benchmarks, etc. and present analysis in an effective manner with client communications. Analyze client financial statements and provide valuable insights to become the clients trusted business advisor
Supervise a team of CAAS staff or senior accountants as assigned. Be a leader within Accounting Department by facilitating among accounting department staff as well as coordinating with other Departments
Maintain working knowledge of the Firm procedures and assist with updates as necessary
Ability to recognize client needs and facilitate meeting client expectations
Anticipate problems/issues and keep in-charge/manager informed of engagement status
Communicate with clients to request data, participate in client meetings and contribute to a strong client relationship through positive interaction with client personnel
Research and consultation on various projects, manage Ad-hoc projects as necessary
Ensure corporate accounting policies, procedures, and controls are followed when working with business partners and be able to provide support on special requests
Take an active role in the Firm leadership team by attending meetings to discuss relevant issues and provide leadership to shape the Firm policies. Participating in various department-wide initiatives
Develops a technical knowledge of SSARS, GAAP and tax regulations as they pertain to the Firm
Responsible for managing the Firm processes or projects as assigned
Willing to take action on items beyond formal job responsibilities, go over and above
Participate in the recruitment of new and experienced staff
Cross-sell opportunities among existing clients
Participating in both Firm and professional continuing education opportunities
Answers accounting and financial questions by researching and interpreting data for clients and other Firm staff
Willing to participate and lead various CAAS Department wide initiatives
Lead client meetings and participate in effective client communications
Takes initiative to participate in the proposal process and attend proposal meetings with potential clients as appropriate
Qualification
Required
Bachelor's degree in Accounting or Business Administration required
5+ years of experience in private/public accounting
Ability to perform and review: Bank Reconciliations, Sales Tax Returns, Federal & State Payroll tax returns, annual business licenses, 1099s and W2s
Reconcile balance sheet accounts and research financial discrepancies by analyzing detailed account information for financial statement preparation for the Monthly/Quarterly Write Up process
Compile and review advanced workpapers utilizing software and managing project workflows within paperless environment and answering questions for other staff as needed
Coordinate with other staff members to ensure accuracy of posted transactions through A/P, A/R, Fixed Assets and Payroll entries
Review financial information such as trends, performance metrics, benchmarks, etc. and present analysis in an effective manner with client communications. Analyze client financial statements and provide valuable insights to become the clients trusted business advisor
Supervise a team of CAAS staff or senior accountants as assigned. Be a leader within Accounting Department by facilitating among accounting department staff as well as coordinating with other Departments
Maintain working knowledge of the Firm procedures and assist with updates as necessary
Ability to recognize client needs and facilitate meeting client expectations
Anticipate problems/issues and keep in-charge/manager informed of engagement status
Communicate with clients to request data, participate in client meetings and contribute to a strong client relationship through positive interaction with client personnel
Research and consultation on various projects, manage Ad-hoc projects as necessary
Ensure corporate accounting policies, procedures, and controls are followed when working with business partners and be able to provide support on special requests
Take an active role in the Firm leadership team by attending meetings to discuss relevant issues and provide leadership to shape the Firm policies. Participating in various department-wide initiatives
Develops a technical knowledge of SSARS, GAAP and tax regulations as they pertain to the Firm
Responsible for managing the Firm processes or projects as assigned
Willing to take action on items beyond formal job responsibilities, go over and above
Participate in the recruitment of new and experienced staff
Cross-sell opportunities among existing clients
Participating in both Firm and professional continuing education opportunities
Answers accounting and financial questions by researching and interpreting data for clients and other Firm staff
Willing to participate and lead various CAAS Department wide initiatives
Lead client meetings and participate in effective client communications
Takes initiative to participate in the proposal process and attend proposal meetings with potential clients as appropriate
Strong interpersonal, verbal and written communication skills with ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the Firm
Capable of working in a fast paced, deadline driven environment with a focus on accuracy and attention to detail
Strong working knowledge of financial accounting concepts including ability to create and review electronic workpapers for monthly, quarterly and/or annual financial statements
Ability to work both independently and collaboratively and be a team player with the ability to motivate others
Proficient in the Firm related technologies such as QuickBooks (Desktop and Online), Microsoft Office Suite including intermediate Excel skills, Bill.com, PCS, CCH Fixed Assets, Adobe, ADP and other outsourced payroll reporting
Exemplify strong organizational and time management skills, confidentiality and a positive attitude
Demonstrates integrity, with a strong emphasis on relationships and a commitment to public service
Willingness to appropriately communicate potential conflicts and challenges to Manager/Partner or others as appropriate in a timely manner
Ability to manage and prioritize large workloads
Highly technical acumen to perform complicated analytical functions
Develops an awareness of Firm services and ability to embrace the One Firm approach
Ability to lead by example and reflect Firm Values internally and externally
Preferred
Certified Public Accountant designation or Certified Management Accountant designation preferred
Benefits
Paid Time Off
Paid Holidays
Summer Hours
Health Insurance
Health Savings Account
Dental Insurance
Vison Insurance
Life and Disability Insurance
401K (after 6 months)
401K matching
Bonus Opportunities
Company
Lombardo Ayers & Company, LLC
We take PRIDE in our Firm, in delivering world-class service, fostering an inclusive and collaborative environment, and upholding the highest standards of professionalism.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Allen Ayers, CPA CVA CFP MST
Partner
Joy P. Toews, CPA, CFE
Partner
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