CAAS Supervisor

Position Summary

The CAAS Supervisor is responsible for supervising client accounting engagements and providing hands-on accounting, transactional, financial reporting, audit preparation, and advisory services. The Supervisor serves as a key point of contact between clients and the Firm and is responsible for reviewing staff work, managing engagement deadlines, identifying client needs, and ensuring accurate and timely delivery of services.

This position will have a particular focus on developing and maintaining audit-ready accounting records and supporting Native American/Tribal clients with their unique accounting, reporting, compliance, and audit-readiness needs.

Essential Duties and Responsibilities

Client Accounting & Advisory Services

· Supervise recurring client accounting engagements, including monthly, quarterly, and annual services.

· Oversee transactional accounting processes, including accounts payable, accounts receivable, payroll accounting, cash activity, and general ledger maintenance.

· Review reconciliations, journal entries, account classifications, and financial statements.

· Assist clients with accounting process improvements and internal control recommendations.

· Identify accounting issues and develop practical solutions for clients.

· Assist with implementation and improvement of accounting systems and processes.

· Review month-end and year-end close procedures for assigned clients.

Audit Preparation & Readiness

· Lead the preparation of client financial records and schedules for annual audits.

· Develop and maintain PBC lists and audit preparation timelines.

· Review audit schedules, reconciliations, lead sheets, and supporting documentation.

· Coordinate responses to auditor questions and requests.

· Identify potential audit issues before the audit begins and work with clients to resolve them.

· Assist clients in developing year-round audit-readiness processes.

· Review prior-year audit findings and ensure appropriate corrective actions are incorporated into current-year processes.

· Coordinate with audit teams when CAAS and assurance services overlap.

Native American / Tribal Client Services

· Serve as a key accounting and advisory resource for Tribal governments, Tribal enterprises, Tribal organizations, and related entities.

· Develop working knowledge of accounting, financial reporting, grant, program, enterprise, and audit requirements relevant to Tribal organizations.

· Assist Tribal clients in preparing for financial, governmental, grant, and compliance audits.

Job Title: Manager for CAASS

Effective Date: 09/03/2026 Revised Dates:

· Review financial information and supporting documentation for completeness and consistency with applicable requirements.

· Assist clients with strengthening internal controls, documentation, financial processes, and audit readiness.

· Help establish standardized audit-preparation procedures for Tribal clients.

· Maintain appropriate sensitivity to Tribal governance structures, organizational priorities, confidentiality, and client-specific requirements.

Staff Supervision & Development

· Supervise and review work performed by Accountants and other CAAS team members.

· Provide timely coaching, feedback, and technical guidance.

· Assign work based on employee experience, engagement requirements, and deadlines.

· Train staff on accounting processes, audit preparation, documentation standards, and client service expectations.

· Review workpapers and deliverables for accuracy, completeness, and professional presentation.

· Identify training and development opportunities for team members.

·

Client Relationship Management

· Serve as a day-to-day contact for assigned clients.

· Conduct client meetings and status updates.

· Communicate outstanding items, deadlines, issues, and recommendations clearly.

· Identify opportunities where additional accounting or advisory services could benefit clients.

· Escalate significant issues to the Manager or Partner when appropriate.

Qualifications

Required:

· Bachelor's degree in Accounting, Finance, Business, or related field.

· 3–5 years of progressive accounting experience, preferably in public accounting or client accounting services.

· Strong understanding of general ledger accounting and financial statements.

· Experience reviewing accounting work and financial information.

· Strong Excel and accounting software skills.

· Excellent communication, organization, and project-management abilities.

Preferred:

· CPA or CPA eligibility.

· Experience with audit preparation or assurance engagements.

· Experience serving governmental, nonprofit, grant-funded, or Tribal organizations.

· Experience with Tribal accounting, governmental accounting, or compliance requirements.

· Experience supervising or mentoring accounting professionals.

Core Competencies

· Technical Accounting

· Audit Readiness

· Client Advisory

· Tribal/Native American Client Services

· Review & Quality Control

· Leadership

· Staff Development

· Project Management

· Client Relationship Management

· Problem Solving

· Business Acumen

· Communication

The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather,

they are intended only to describe the general nature of the job. The Firm hereby expressly reserves the right to modify any or all job descriptions as it becomes necessary or appropriate.