Supervisor OR Manager | Fractional CFO Practice

About LCW CPAs

LCW CPAs is a locally owned and operated firm in Lawrence, Massachusetts, committed to protecting our clients’ hard‑earned money while building long‑term client relationships. We offer our diverse client base of businesses and individuals a full suite of services far beyond commodity accounting and tax services. Our team strives to do better and be better by adding value, embracing technology, and championing our client’s goals.

As a progressive firm, we are driven by continuous improvement to best serve our clients regionally and nationally. Loyalty and passion fuel us to support our clients achieving their version of the American Dream.

We are seeking a dedicated and experienced Supervisor or Manager (dependent on experience) to join our Fractional/Outsourced CFO team. This position will report to Kelly Gilbert, the practice leader and one of the firm's Shareholders. As a Supervisor or Manager, you will manage several outsourced full charge CFO engagements across industries (not‑for‑profit and for‑profit enterprises) for both early‑stage entities as well as mature entities.

You will also develop and mentor associates, ensure client satisfaction, and contribute to the firm's growth and development.

• Plan, supervise, and manage a portfolio of clients, overseeing daily accounting operations, including A/P, A/R, billing, month‑end and year‑end close processes.
• Be detail obsessed!
• Takes personal ownership of their work.
• Manage develop and mentor employees who will report directly to you.
• Reviews associate research, work processes and conclusions to ensure clarity, completeness, and accuracy.
• Complete client work in a technically sound, consistent and reliable way.
• Prepare and review Balance Sheet, P&L, and General Ledger under the accrual basis of accounting in a proficient manner.
• Review and oversee the completion of monthly reconciliations of key accounts.
• Perform monthly and annual closings, including recording adjusting journal entries as needed.
• Record payroll journal entries utilizing a working knowledge of payroll processing.
• Complete the month‑end close process for assigned business clients and prepare monthly financial statements for management use.
• Liaise with outside CPA firms for annual Assurance engagements and tax return preparation.
• Assist with development and adherence to standard operating procedures within practice group.
• Ensure timely collection of data for the preparation of Form 1099s.
• Demonstrates a comprehensive understanding of accounting principles and the ability to apply this knowledge to difficult areas or complex client engagements.
• Recognizes potential accounting issues and presents possible solutions to the individual responsible for the engagement.
• Can effectively perform research with minimal supervision and is able to identify and resolve most issues encountered.
• Exhibits an in‑depth knowledge of new accounting pronouncements and uses this knowledge to identify client needs.
• Displays proficiency in Microsoft products, Quick Books, and other relevant applications, and applies this knowledge to create high‑quality deliverables.
• Seeks opportunities to learn new technologies and communicates technology solutions to client issues and/or to improve engagement efficiency.
• Ensure complete client satisfaction through open communication, demonstrated enthusiasm for their needs, meeting deadlines, and proactively sharing strategies.
• Be an active participant in business development through community involvement, targeted networking, and a strong understanding of Firm concepts that distinguish us from competitors.
• Communicate problems and opportunities to the Executive Team as appropriate.

• At least six to ten years of recent full charge corporate or public accounting experience.
• Bachelor’s degree in accountancy or a related field.
• A working knowledge of US GAAP.
• Significant Quick Books experience (both desktop and online versions).
• Prior experience managing teams.
• Tremendous discretion, personal integrity, and a positive attitude.
• Certified Public Accountant (CPA) license (preferred but not required).
• Ability to thrive in a team‑based,…