Remote Client Accounting Services (CAS) Supervisor | Boutique Independent CPA Firm | Up to $110k
Location: 100% Remote (US-based)
Compensation: Up to $110,000 base + biannual performance bonus
Requirements: 6+ years accounting experience at a CPA firm | QuickBooks Online proficiency required | Supervisory experience required
We are a boutique, fully remote CPA and advisory firm built around a specific and defensible niche — entrepreneurs, high-income earners, and medical professionals. We are not a generalist shop. Our clients are physicians, dentists, and high-earning business owners who come to us for sophisticated tax planning, preparation, and business management under one roof. Every advisor works directly with a dedicated client — no rotating teams, no offshore handoffs, no billable hour pressure.
We have grown from a handful of employees to a team of over 20 in just a few years — entirely remote, entirely organic, and entirely intentional. We are hiring a Client Accounting Services Supervisor to join a growing practice and play a meaningful role in how we serve our clients and develop our team.
Why This Role Stands Out
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No Billing by the Minute — We operate on a flat-fee, transparent pricing model. There is no internal pressure around time tracking, no billable target to chase, and no nickel-and-diming clients. You are here to do great work — not to watch the clock
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Deep, Meaningful Client Relationships — Small, high-touch client base with direct advisor access. You will know your clients, they will know you, and the relationships are built to last
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Rich Benefits for a Boutique Firm — Cash balance plan, profit sharing 401(k), QSEHRA health reimbursement, unlimited PTO, monthly cell phone stipend, and company-provided equipment. Well above what most boutique firms at this size offer
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Biannual Performance Bonuses — Paid twice a year, not as an annual afterthought
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Genuinely Flexible and Remote — Fully remote, flexible schedule, and a culture built around trust and outcomes — not face time
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Boutique Growth Story — From a handful of employees to 20+ in six years, staying remote and culture-first the entire way. The firm is growing and the right people grow with it
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Nationally Recognized in Their Niche — Award-winning firm recognized for excellence in accounting — not a generalist practice trying to be everything to everyone
What You Will Do
- Supervise, mentor, and review the work of accounting staff across a portfolio of client engagements
- Oversee month-end close processes, financial reporting, and general ledger management for clients
- Manage payroll processing and reconciliation in QuickBooks Online
- Resolve payroll tax notices from federal, state, and local agencies
- Maintain tax-ready books and support tax preparation workflows
- Perform account reconciliations, reporting, and cash management deliverables
- Collaborate with tax advisors on comprehensive client service
- Stay current on accounting technology and contribute to process improvement initiatives
What We Are Looking For
- 6+ years of accounting experience at a public accounting firm or CPA firm
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QuickBooks Online proficiency required — reporting, reconciliations, and month-end close
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Payroll processing and reconciliation experience required — in QuickBooks Online specifically
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Experience resolving payroll tax notices from federal, state, and local agencies required
- Proven supervisory experience — mentoring and reviewing the work of accounting staff
- Strong knowledge of US GAAP and month-end close processes
- Experience supporting tax preparation and maintaining tax-ready books
- Strong analytical skills, attention to detail, and sound professional judgment
- QuickBooks Desktop, QBO ProAdvisor certification, Gusto, ADP, or Bill.com experience a plus
What We Offer
- Base salary up to $110,000, commensurate with experience
- Biannual performance bonuses
- 401(k) with profit sharing and cash balance plan
- Unlimited PTO
- Monthly cell phone stipend
- Company-provided equipment
- Fully remote — flexible schedule built around trust and outcomes
Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.
To view our other postings: levelociti.com/job-search
CAS Managers with medical professional or high-income earner client experience are encouraged to apply as well — there may be an opportunity at your level.
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