CAAS Senior Associate

Job Summary

As a Client Accounting & Advisory Solutions (CAAS) Senior Associate
, you’ll play a key role in delivering high-quality accounting support and actionable financial insights to our clients. In this position, you will take ownership of day-to-day client accounting activities, serve as a reliable point of contact, and support the development of junior team members through guidance and review. This role blends hands‑on accounting execution with increasing responsibility in client engagement management and team support.

We’re seeking a 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.

• 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 work papers 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.

• 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 Quick Books Online and Excel; experience with Sage Intacct, Xero, Net Suite, and  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.

Location:

Hybrid.