CAAS Senior Associate

Duties & Responsibilities

• Manage day-to-day accounting activities for assigned clients, including transaction entry oversight, account clean-up, and month-end close processes
• Prepare and review journal entries, reconciliations, and supporting workpapers to ensure accuracy and completeness
• Manage full-cycle accounting functions, including accounts payable, accounts receivable, and payroll processing
• Prepare monthly financial statements and perform variance and trend analysis, identifying key insights and escalating as needed
• Independently manage smaller client engagements while supporting larger, more complex accounts
• Serve as a primary point of contact for assigned clients, ensuring proactive, professional, and timely communication
• Support client relationships by assisting with questions, addressing issues, and providing clear financial insights
• Review work prepared by Associates, providing timely feedback to support development and ensure quality
• Assist with onboarding and training new team members, reinforcing firm processes and standards
• Identify opportunities to improve accounting workflows and processes to enhance efficiency and accuracy
• Stay informed on accounting standards, regulatory changes, and compliance requirements
• Deliver high-quality work on time while managing multiple client engagements effectively

Requirements

• Bachelor’s degree in Accounting required
• CPA license or progress toward licensure preferred
• 3-6+ years of experience in public accounting, outsourced accounting, or industry accounting
• Strong understanding of full-cycle accounting and financial reporting
• Experience managing multiple priorities in a deadline-driven environment
• Proficiency in QuickBooks Online and Excel; experience with Sage Intacct, Xero, NetSuite, and Bill.com preferred
• Strong analytical and problem-solving skills with attention to detail
• Excellent communication and interpersonal skills with the ability to work collaboratively in a team environment

Qualifications

Detail-oriented, solutions-focused accounting professional who thrives in a collaborative environment, excels in client service, and is motivated to grow into future leadership opportunities.