Supervisor, Client Advisory Services (CAS) | Wailuku, Maui

Supervisor, Client Advisory Services (CAS) | Wailuku, Maui SUPERVISOR, CLIENT ADVISORY SERVICES (CAS) | WAILUKU, MAUI Accuity is one of the largest accounting and advisory firms in Hawaii, focused on creating the next generation of business leaders. Accuity works with businesses and nonprofit organizations across a variety of industries, helping them adapt to ever-changing market demands with strategic consulting, audit, and tax expertise. Working at Accuity means working alongside and learning from talented innovators who love tackling problems and finding solutions. Our culture is inclusive, balanced, transparent, and collaborative. We believe our people are our greatest asset, so we do everything we can to provide the tools, training, and support they need to excel at their jobs. JOB OVERVIEW As a Supervisor in Client Advisory Services (CAS), you will manage a portfolio of client engagements, supervise bookkeepers and CAS associates, and ensure the timely, accurate delivery of financial information to our clients. This role supports full-charge bookkeeping, monthly close, financial statement preparation, general excise tax reporting, and advisory services across commercial and nonprofit clients. Supervisors are expected to demonstrate technical proficiency, leadership, strong client interface skills, and the ability to leverage technology to drive efficient, high-quality deliverables. This position requires significant client interaction, staff development, and administrative responsibility. This is a full-time, in-office position performed onsite at our Wailuku, Maui office. Overtime and occasional client site visits are expected in connection with professional development activities or client assignments. This position has opportunities for advancement based upon experience, technical competencies, and leadership abilities. SPECIFIC RESPONSIBILITIES ENGAGEMENT MANAGEMENT • Coordinate planning, budgeting, scheduling, and execution of client engagements. • Oversee transactional accounting, monthly close, staff augmentation, back-office transformation, and controllership functions. • Develop, implement, and maintain processes, procedures, and new client setup — including chart of accounts, opening balances, and workpapers — based on the client's needs and engagement complexity. • Review deliverables for accuracy, completeness, and compliance with U.S. GAAP. • Serve as the primary liaison between client, staff, and Firm management. • Track and report engagement status, progress, and key milestones to the CAS Manager, presenting solutions for identified issues to help meet budget and timeline goals. • Take on administrative responsibilities as delegated by the Manager. CLIENT RELATIONSHIP MANAGEMENT • Serve as a key contact for assigned clients, including for-profit and nonprofit organizations. • Maintain regular communication with client personnel and develop strong working relationships grounded in an understanding of each client's business, industry, and stakeholders. • Deliver strategic recommendations for process improvement, internal controls, and technology adoption. • Support clients with financial accounting and reporting, audit preparation, general excise tax filings, annual reconciliations, subsidiary schedules, and staff augmentation. • Demonstrate an understanding of Firm services to offer appropriate services to clients and cultivate referrals. STAFF SUPERVISION & DEVELOPMENT • Delegate work and supervise bookkeepers and CAS associates, ensuring the most efficient and effective use of staff time. • Assign and review staff workpapers; provide coaching, on-the-job training, and timely, constructive feedback to promote professional development. • Mentor junior team members and support their career progression. • Foster a culture of collaboration, accountability, and continuous learning. • Proactively identify skill gaps in self and staff; seek out development opportunities and apply new kno ... (truncated, view full listing at source)