CAS Supervisor

About the Role

The Client Accounting Supervisor manages day-to-day accounting for an assigned group of clients and is the first line of review and support for Client Accountants. You'll do hands-on accounting work in a modern, cloud-based tech stack, catch and correct issues before they reach the client, mentor staff, and build the advisory relationships and leadership skills that lead toward a Manager role. This role is for someone who wants to grow beyond compliance work into a genuine advisor to clients.

Responsibilities

• Manage client accounting by overseeing general ledger activity, reconciliations, and preparation of financial statements and other deliverables for an assigned group of clients.
• Review Client Accountants' work for accuracy and completeness before it moves up for final sign-off, with real-time coaching.
• Be the day-to-day client contact by fielding questions, resolving routine issues, and identifying opportunities to advise clients on their financials.
• Own deadlines by ensuring deliverables across your book are accurate and on time, and flagging risks to the Manager early.
• Teach and mentor by training Client Accountants on accounting fundamentals, firm procedures, and the technology platforms in use.
• Use and champion technology by working daily in modern cloud accounting platforms and AI-enabled workflow tools, and driving opportunities to automate manual work.
• Solve problems by identifying and correcting inaccuracies in client-provided records, and recommending better processes to clients and internally.

Requirements

• Modern platform fluency: Hands-on, working fluency with cloud accounting platforms — Xero and/or QuickBooks Online — and the surrounding app ecosystem (e.g., Dext, Ramp, and similar tools).
• Ability to work comfortably in a paperless, automated, cloud-first environment and eagerness to adopt AI-enabled tools rather than being tied to legacy desktop processes.
• Bachelor's degree in Accounting or a related field, or equivalent experience.
• 3–5 years of progressive accounting experience; prior review, lead, or client-facing experience a plus.
• CPA not required; candidates pursuing a CPA or other credential are encouraged to apply.
• Problem-solving and advisory instinct with the ability to identify and correct inaccuracies in client records and guide clients toward better processes and decisions.
• Payroll awareness and general understanding of payroll concepts is helpful for client conversations, even though processing is handled by Jackson Thornton's dedicated payroll department.
• Excellent communication and client-service skills along with strong organizational skills and attention to detail.
• Ability to manage multiple deadlines in a fast-paced environment as well as experience improving processes and adopting new tools as the practice evolves.

About the Company

Jackson Thornton is one of Alabama's oldest and largest accounting firms, with six offices across the state. Our Client Accounting & Advisory Services (CAAS) team pairs technical expertise with a personal touch, acting as an outsourced accounting department for small and mid-sized businesses. The firm is modernizing quickly by moving client accounting onto modern cloud-based platforms, standing up a dedicated payroll department, and using AI-enabled tools to automate repetitive work.

Jackson Thornton is a member of Ascend Partner Services, a PE-backed growth partner. Ascend provides regional accounting firms access to growth capital, talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, and modernized equity incentives.