Senior Associate - Client Accounting Services

Position Summary

Your Impact (Essential Duties):

• Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities
• Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns
• Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements
• Identify material misstatements and evaluate inconsistencies in financial reports
• Prepare client cash flow forecasts and monitor engagement performance against budgets
• Analyze organizational structures and financial impacts to ensure accurate accounting
• Train and review work for associates, providing constructive feedback to foster growth
• Communicate effectively with team members and clients to address project statuses and inquiries
• Contribute to team efforts through collaboration, volunteering support, and knowledge sharing
• Participate in professional development through training sessions and independent learning
• Manage multiple engagements and prioritize tasks to meet deadlines
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Met annual billable hour and other targets to fulfill individual performance and overall firm productivity

Background

• 3-5 years of experience in general accounting
• CPA license or eligible (preferred)
• Bachelor’s degree in accounting or related field
• Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks
• Proficiency in learning and using accounting software and related tools
• Excellent verbal and written communication skills for collaboration and client interactions
• Strong organizational skills and attention to detail
• Accurate mathematical and financial analysis skills
• Ability to work independently while also coaching newer team members and seeking support from leadership as needed
• Analytical thinking to identify and address inconsistencies in financial reporting
• Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties
• Proactive approach to delivering a high-quality customer experience in a multi-client environment
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Why Choose Us?

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

What We Offer*

• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.