Job Description

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded?

Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors.

Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting!

Job Summary:

The Client Accounting Services (CAS) Accountant provides comprehensive outsourced accounting and advisory support to firm clients. This role serves as an extension of the client’s accounting department, managing day-to-day accounting operations, monthly close, and financial reporting. The CAS Accountant is a primary point of contact for clients and plays a key role in delivering timely, accurate, and value-driven accounting services.

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Accounting and Advisory

• Function as an extension of the client’s accounting department, providing hands-on support for all routine accounting needs.
• Manage day-to-day client accounting activities, including bookkeeping, payroll processing, accounts payable and receivable, monthly close activities, and financial reporting.
• Provide recommendations to clients on process improvements, automation opportunities, and best practices to enhance accounting efficiency.
• Deliver exceptional client service, including accounting guidance and strategic advisory support.

Administrative Tasks

• Works independently with a minimum of supervision.
• Follows all policies and procedures established by firm.
• Enters time daily to ensure current and accurate tracking of hours.
• Assigns hours to each client to ensure accurate billing.
• Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).

Marginal Functions

• Accepts special projects as assigned.

Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

• Related experience required. Bachelor’s degree in Accounting or Finance a plus.

Experience

• 2+ years of public accounting or client accounting experience, including payroll processing.

Technical Skills

• Strong understanding of Generally Accepted Accounting Principles (GAAP)
• Strong knowledge of accounting operations, month-end close, and financial reporting.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple client engagements simultaneously and work independently.
• Proficient with Microsoft Office (Word and Excel), QuickBooks and using various software packages; Microsoft Dynamics Business Central a plus!
• Ability to maintain a high level of accuracy in preparing and entering information.

Interpersonal Skills

• High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
• Self-motivated, adaptable, and able to work with minimal direction.
• Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.
• Ability to handle confidential information.

What We offer:

• Competitive compensation
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member

The compensation for this position ranges from $50,000 - $64,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.

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