For more than 55 years, Pisenti & Brinker LLP has provided comprehensive services to growing businesses throughout Sonoma County and the North Bay Area. We are proud to offer exceptional customer service and year-round support to our clients. With offices in Santa Rosa, and Petaluma, Pisenti & Brinker still carries the feel of a small CPA firm with the expertise of a larger organization. At Pisenti &Brinker, we realize that providing excellent client service and high-quality work products hinges on hiring and retaining the right people. Whether working in historic downtown Petaluma, steps away from some of the best restaurants in the area, or in scenic Santa Rosa with views of vineyards, the work environment at P&B is among the best in Sonoma County. The North Bay Business Journal has recognized us as a “Best Place to Work” for the past several years.

WHAT MAKES P&B A GREAT CHOICE?

All full-time employees have the opportunity for professional growth and advancement. Our goal is to see each employee advance professionally within the firm. Some of the best reasons to choose Pisenti & Brinker include:

• Culture of teaching and mentoring
• Value work-life balance
• Professional development, training, and mentorship
• Work time available for volunteer activities
• Commitment to a fun atmosphere
• Impromptu happy hours
• Meals during tax season
• Lounge to enjoy lunch or hang out with other team members
• Amazing team of supportive and industrious professionals

SUMMARY

The Client Accounting Services (CAS) Supervisor is responsible for guiding the strategy of their assigned practice group and providing accounting services and expertise to a portfolio of clients. The CAS Supervisor is responsible for supervising staff members and ensuring the success of the team, they demonstrate an understanding of the Firm’s values and champion opportunities to celebrate shared accomplishments.

ESSENTIAL DUTIES

Client Management & Service

• Responsible for client outcomes and forward looking with respect to client success.
• Maintain consistent communication with clients; develop strong client relationships through client interaction, demonstrate knowledge of client businesses and systems.
• Manage, analyze, and interpret financial data to present to management and the client.
• Manage multiple clients concurrently.
• Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic software usage.
• Maintain consistent communication with management and staff regarding client business implementations and new processes as well as client engagement workflow, progress, and planning.
• Communicate to management opportunities for additional client projects; lead agreed upon presentations of projects to client personnel.
• Perform complex research and prepare research memoranda, written correspondence/guidance, and other documents as appropriate.
• Perform or assist with other services and special projects as needed.

Administration

• Lead process improvements; solicit feedback on department performance and formulate an action plan in response to the feedback.
• Develop billing responsibility.
• Provide ongoing feedback to staff; prepare semi-annual evaluations and present to staff.
• Review productivity, realization, and other appropriate metrics.

Leadership & Teamwork

• Foster and encourage career growth of staff; share credit for team accomplishments; adopt coaching attitude to assist less-experienced staff; assist staff members in client meetings.
• Participate in training CAS personnel; assist in developing training programs and materials.
• Support other departments in client meetings and services; establish good working relationships with all partners and staff; consistently works with partners and managers to improve support, workflow, and client service.

Professional Development

• Develop a specialization in the field; obtain additional professional certifications or designations as needed.
• Establish and maintain a network of peer and business contact relationships inside the firm to ensure the Firm can assist clients in addressing the broadest possible set of needs and cultivate referrals.

OTHER DUTIES

• Assist with department projects
• Other duties as assigned
• Drive to client sites as needed

SUPERVISORY RESPONSIBILITIES

This position is responsible for the supervision of 2-5 direct reports.

JOB REQUIREMENTS

Education/Experience

• Bachelor’s degree in Accounting or related field or equivalent education/experience. CPA designation and/or graduate degree in accounting preferred.
• Five or more years of relevant work experience with demonstrated progression in roles and responsibilities in accounting required. Proficient in double entry accounting.

Skills & Abilities

• Strong knowledge of generally accepted accounting principles (GAAP) and financial data analysis.
• Strong written and oral communication skills
• Effective organization and time management skills
• Ability to manage multiple tasks simultaneously
• Strong attention to detail
• Strong time management skills to consistently meet deadlines
• Ability to work independently and proactively
• Ability to read and apply instructions in verbal and/or written form.
• Ability to communicate effectively with technical staff to interpret instructions and convey details related to client work
• Professional demeanor
• Ability to read, comprehend and communicate financial information, financial reports, legal documents, insurance information, government compliance documentation
• Ability to perform any math function necessary to perform duties
• Ability to concentrate for extended periods of time
• Ability to learn and instruct co-workers in the use of additional software packages as needed by the Firm
• Ability to prepare and analyze data
• Ability to problem solve and communicate solutions
• Ability to handle sensitive and confidential business matters with discretion
• Ability to learn and instruct co-workers in the use of additional software packages as needed by the Firm.

Technical Skills

• Proficiency in QuickBooks, cloud accounting software, Microsoft products and various payroll software.
• Advanced skills in Excel

Certificates, Licenses

• CPA designation preferred
• Valid drivers license, acceptable driving record, adequate insurance

PHYSICAL DEMANDS

The employee is constantly required to sit and use a computer and keyboard . The employee frequently is required to reach with hands and arms, use the telephone and talk or hear. The employee is often required to stand, walk, and stoop or bend. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to concentrate for extended periods of time.

WORK ENVIRONMENT

Typical corporate office environment. Frequent incoming telephone calls, printers, scanners and copiers as well as clients contribute to a noise level of average to above-average. Frequent interruptions may occur.

How To Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position here. Pisenti & Brinker LLP welcomes candidates from all backgrounds to apply.

Pisenti & Brinker LLP is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Wage Transparency

The pay range for this position is expected to be between $73,840.00 and $79,040.00 per year. Base pay offered may vary depending on multiple individualized factors including job-related knowledge, skills, and experience.