Client Accounting & Advisory Services; CAAS) Seasonal

CAAS SEASONAL POSITION

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

We are seeking detail-oriented and tech-savvy CAAS Seasonals to support our firm during the busy 1099 season. This is a short-term, project-based position ideal for individuals looking to gain hands-on experience in tax preparation, accounting software, and digital workflow tools.

• Identify vendors in client Double files who require 1099s.
• Collect and update W-9 information in QBO and Double as needed.
• Generate draft 1099 forms.
• Import completed Excel templates into 1099 software to create drafts.
• Send draft 1099s to clients via Adobe Sign for approval.
• Submit approved 1099s electronically through our 1099 software.
• Upload relevant documents to client files.
• Perform additional tasks such as running reports from QBO for tax clients.
• Other duties within the scope of the practice.

• IRS 1099 requirements and reporting basics.
• Step-by-step use of Tax 1099 software.
• Adobe Sign workflow for client approvals.
• Customer document handling and organization.

• Quick Books Online (QBO)
• Tax 1099 Software
• Adobe Sign
• Smartsheet
• Double
• Excel

• Pursuing a degree in accounting or finance with a minimum 3.25 GPA.
• Proficient in accounting software, digital tools, and Excel.
• Detail oriented with strong communication and organizational skills and the ability to manage deadlines.
• Available to work a minimum of 30 hours per week during January and February 2027 in an office environment.

• Approachable leaders
• A team-driven, collaborative environment
• Hands-on experience with real client work
• Broad exposure to different industries and aspects of our business
• One-on-one attention focused on your growth

ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements While performing the duties of this job, the employee is:
• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to:
• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.