Senior Associate - Client Accounting Services
Sorren · Madison, WI · 6 days ago
HybridAccountingFull-time
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
- Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
What We Offer*
- 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
- Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.