Client Advisory Services Supervisor

Client Advisory Services (CAS) – Supervisor

Canton, OH | Full-Time | Hybrid

About 415 Group

415 Group is a public accounting and advisory firm rooted in Northeast Ohio, serving privately held businesses and nonprofits with a relationship-first approach. Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to deliver outsourced accounting, financial reporting, and proactive advisory support that helps them make smarter business decisions.

We value collaboration, accountability, and continuous improvement, and we invest in our people with the tools, flexibility, and support they need to grow their careers.

About the Role

We are seeking an experienced accounting professional to join our team. This position works directly with multiple clients, providing recurring monthly bookkeeping, financial reporting, and advisory services. The right candidate enjoys variety, client interaction, and digging into financials to provide meaningful insights.

This is a full-time, hybrid role based in our Canton, Ohio office, with flexibility built into the schedule.

Key Responsibilities

Lead and support client engagements to deliver timely, accurate monthly financials

Review and/or prepare:

General ledger activity and trial balances

Journal entries and balance sheet reconciliations

Monthly management reporting packages

Ensure accuracy and completeness of bookkeeping and client data

Proactively analyze financial information and provide insights to clients

Assist clients with budgeting and financial planning

Maintain organized and well-documented workpapers

Interpret financial and non-financial data to recommend proactive solutions

Train, mentor, and support associates and senior associates

Identify opportunities to improve efficiency, technology usage, and client processes

Manage multiple client budgets at once

Identify potential business development opportunities through client relationships

Qualifications

Required:

Strong working knowledge of QuickBooks Online (Desktop experience a plus)

Proficiency in Microsoft Office, especially Excel

Ability to manage multiple deadlines in a client-facing environment

Ability to work independently and collaboratively

Preferred (depending on level):

5+ years of accounting or full-charge bookkeeping experience

Bachelor's degree in Accounting

Experience in public accounting or client advisory services

Prior experience reviewing work or leading small teams

QuickBooks Online and/or Payroll certification

Work Environment & Schedule

Full-time, hybrid schedule

Office location: Canton, OH

Benefits

Competitive salary and growth opportunities

Medical, dental, and vision insurance

Life Insurance

Short and Long-term disability

401(k) with company match

4 weeks of PTO and paid holidays

Ongoing training and professional development

Supportive team culture with room to grow

Apply Now and let's see if we are a good fit!