CAS Senior

Responsibilities

• Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
• Oversee and review all general ledger reconciliations and prepare/review client journal entries.
• Prepare/review fixed asset registers.
• Prepare/review prepaid and accrual schedules.
• Prepare/review the month-end close process.
• Prepare/review and troubleshoot any issues with bank and credit card reconciliations.
• Prepare compiled GAAP and Income tax basis financial statements.
• Train, mentor, and guide CAS staff and interns.
• Lead the client on-boarding process, including developing financial reports, chart of accounts, and initial revisions.
• Analyze financial results and make recommendations to client management.
• Reconcile, review and post monthly payroll entries.
• Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare income tax returns for small businesses and their owners.
• Work as a team with the client manager to coordinate multiple service deliverables and set timelines for the accounting, attest, and tax compliance as a holistic service provider.

Requirements

• 3+ years of relevant experience, specifically external client-facing services.
• Intermediate to Advanced skills with Excel (including pivot and VLOOKUP).
• Experience with various versions of QuickBooks Desktop and Online.
• Excellent attention to detail with a high degree of accuracy.
• Able to prioritize effectively and meet tight monthly deadlines.
• Strong judgment skills and ability to know when to escalate an issue to the partner or manager on a client account.

Preferred

• Licensed CPA or eligible to sit for the CPA exam.
• Experience with business clients $1-$15+ million in revenue.
• Knowledge of federal and state payroll tax requirements.
• Industry knowledge for construction/contractors, real estate, and/or professional services.
• Prior experience in training and technical review of staff work.
• Motivated to be an advisor to a variety of business clients with varying skill levels.
• Seeking opportunities to guide and foster team members towards their technical and career goals.