Senior / Supervisor – Client Accounting Services & Advisory (CAS)

Location: Southwest Florida

Firm Type: Growing Mid-Size CPA Firm

About Us

We are a dynamic and expanding mid-size CPA firm serving a diverse client base across Southwest Florida and beyond. Our Client Accounting Services (CAS) and Advisory practice is a strategic priority, helping business owners streamline operations, gain financial clarity, and make confident decisions. We pride ourselves on a collaborative culture, strong leadership, and a commitment to professional growth.

Position Overview

We are seeking a highly motivated Senior or Supervisor to join our CAS & Advisory team. This role is ideal for a professional who enjoys working closely with clients, managing engagements, and delivering high-value advisory insights. You will play a key role in supporting small to mid-sized businesses with their accounting needs while helping to grow and shape our CAS practice.

Key Responsibilities

• Manage and review client accounting engagements, including monthly/quarterly close, financial reporting, and general ledger oversight
• Serve as a primary point of contact for clients, building strong, trusted relationships
• Provide advisory services such as budgeting, forecasting, cash flow analysis, and KPI development
• Supervise and mentor staff, reviewing work and supporting professional development
• Assist clients with process improvements, system implementations, and accounting best practices
• Collaborate with tax and audit teams to deliver integrated client solutions
• Identify opportunities to expand services and contribute to practice growth

Qualifications

• Bachelor’s degree in Accounting or related field (CPA or CPA candidate strongly preferred)
• 3+ years of relevant accounting experience (public accounting or CAS experience highly preferred)
• Strong understanding of GAAP and financial reporting
• Experience with accounting software (e.g., QuickBooks, Sage, or similar platforms)
• Excellent communication and client service skills
• Proven ability to manage multiple engagements and deadlines
• Leadership experience or readiness to step into a supervisory role

What We Offer

• Competitive salary and performance-based bonuses
• Clear path for career advancement
• Flexible work environment and work-life balance
• Comprehensive benefits package (health, dental, vision, 401k, etc.)
• Ongoing training and professional development
• Opportunity to help build and shape a growing advisory practice

Why Join Us?

This is an exciting opportunity to join a firm that is investing in the future of accounting through advisory services. You’ll have the chance to work closely with clients, develop leadership skills, and make a meaningful impact in a growing market.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/