CAAS Senior

About the Role

As a Senior on our Accounting Advisory Services team, you will help drive engagements, coordinating internal and external communications and delivering valuable insights to the customer. In addition, you will mentor and train Associates and Interns and leverage technology for increased effectiveness and efficiency. The team partners with customers to create opportunities for the future, providing outsourced accounting and CFO-level services, empowering decision-making through rigorous analysis of financial and operational data. You will collaborate with partners in Tax, Consulting, and Audit regarding customers' accounting processes and reporting to facilitate decision-making, risk management, profitability improvement, and achieving strategic objectives.

Responsibilities

• Maintain and review accurate and up-to-date financial records including supporting schedules and work papers, general ledgers, journals, and accounts payable/receivable
• Review quarter and year-end closing procedures, including reconciliations, accruals, and adjusting entries
• Assist in the preparation and review of financial statements and reports for management review
• Identify and recommend process improvements to enhance efficiency and accuracy in financial operations
• Participate in special projects and initiatives as assigned by management, contributing accounting expertise and support
• Maintain clear communication with internal teams and customers to build trust and relationships
• Optimize workflows and leverage technology to enhance efficiency and accuracy
• Mentor associates and interns to foster growth and development
• Engage with businesses across various industries to strategize and achieve their goals
• Collaborate with Tax, Audit, and Consulting teams to deliver comprehensive customer service
• Work with innovative professionals who inspire personal growth and excellence

Requirements

• Bachelor's degree in accounting or finance
• 3+ years of accounting advisory experience (many of our team members have a background in both public accounting and industry)
• QuickBooks experience
• Excellent written and oral communication skills
• Ability to work quickly and accurately with significant attention to detail both independently and collaboratively within a team
• Full ownership of meeting deadlines, including working necessary hours to meet expectations
• Demonstrated ability to manage multiple projects and work well under deadline pressure
• Time management and multitasking skills to handle multiple tasks and clients simultaneously
• Strong problem-solving and critical thinking skills

Preferred Qualifications

• A proven track record of handling a high volume of deadlines and deliverables
• Knowledge and experience working with different entity tax structures
• CPA or CMA certification or progress toward certification

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year's
• Flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid caregiver leave (once eligible)
• First-class health and wellness benefits, including wellness coaching and mental health counseling
• One-on-one professional coaching
• Leadership and career development programs
• Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally