Senior Client Accounting Services Associate

Description

Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team!

Our CAS team partners with businesses across a variety of industries, providing outsourced accounting, bookkeeping, payroll, and financial reporting services. This position is ideal for an experienced accounting professional who enjoys serving as a trusted resource for clients, managing multiple engagements, and helping business owners make informed financial decisions.

As a Senior CAS Associate, your responsibilities will include:

• Managing day-to-day accounting functions for a portfolio of clients.
• Reviewing and recording client transactions while maintaining accurate general ledger accounts.
• Preparing and reviewing bank, credit card, and balance sheet reconciliations.
• Performing month-end and year-end closing procedures.
• Preparing monthly, quarterly, and annual financial statements and management reports.
• Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
• Processing payroll and maintaining compliance with payroll tax requirements.
• Preparing payroll tax, sales tax, and other business tax filings.
• Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
• Assisting clients with accounting software, process improvements, and best practices.
• Collaborating with team members to deliver accurate, timely, and high-quality client service.
• Supporting onboarding, mentoring, and training efforts for junior staff as needed.
• Identifying opportunities to provide additional value and advisory support to clients.

Requirements

Education, experience, and skills we're looking for:

• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
• 3-5+ years of full-charge bookkeeping, accounting, outsourced accounting, or client accounting services experience required.
• Strong understanding of accounting principles and financial statement preparation.
• Experience managing multiple clients and competing deadlines.
• Proficiency with Quick Books Online and other cloud-based accounting platforms.
• Advanced knowledge of bank reconciliations, journal entries, and month-end close procedures.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to delivering exceptional client service.
• Ability to work independently while collaborating effectively with team members.
• Proficiency with Microsoft Office Suite, particularly Excel.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!