Outsourced Accounting Services Senior Associate

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Position Title: Outsourced Accounting Services Senior Associate
Department: Client Accounting & Advisory Services (CAAS) / Business Process Outsourcing (BPO)

Location: Haddonfield NJ

Reports To: Partner

Company Overview

Liberty is working with a forward-thinking and growing public accounting firm dedicated to providing exceptional financial, tax, and advisory services to our clients. Our Client Accounting & Advisory Services (CAAS) practice is a cornerstone of our firm's strategy, offering businesses a modern, tech-enabled, and scalable finance function. We pride ourselves on a collaborative culture that fosters professional growth, innovation, and a healthy work-life balance.

Position Summary

We are seeking a dynamic and experienced Outsourced Accounting Senior Associate to lead a team of accounting professionals in delivering high-quality, controller-level services to a diverse portfolio of clients. The ideal candidate is a proactive problem-solver with a passion for leveraging technology to streamline processes and provide clients with insightful financial guidance. You will act as a trusted advisor to your clients and a dedicated mentor to your team, playing a critical role in the growth and success of our CAAS practice.

Key Responsibilities

Client Service & Relationship Management:

• Serve as the primary point of contact and trusted advisor for a portfolio of diverse clients, building and maintaining strong, long-lasting relationships.
• Manage the successful onboarding of new clients, including systems setup, process documentation, and establishment of key performance indicators (KPIs).
• Oversee the delivery of comprehensive accounting services, including financial statement preparation, month-end and year-end close, accounts payable, accounts receivable, payroll, and cash flow management.
• Provide high-level financial analysis, presenting monthly financial packages to client leadership with clear, actionable insights and strategic recommendations.
• Proactively identify client needs and opportunities to expand services, collaborating with tax, audit, and other firm departments.
• Supervise, train, and mentor a team of CAAS staff and senior accountants, fostering a positive and collaborative team environment.
• Manage team workflow, assign client engagements, and ensure deadlines are met with a high standard of quality.
• Review the work of team members, including journal entries, account reconciliations, and financial statements, providing constructive feedback to ensure accuracy and professional development.
• Conduct regular performance evaluations and support the career growth of your team members.

Technical & Operational Excellence:

• Oversee the full-cycle monthly accounting close process for multiple clients, ensuring timeliness and compliance with Generally Accepted Accounting Principles (GAAP).
• Develop, implement, and document best-practice accounting policies and procedures for clients and internal teams.
• Identify opportunities for process improvement and automation, both for clients and for the firm's internal CAAS operations.

Qualifications & Skills

Required:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4−7+ years of progressive accounting experience, with a combination of public accounting and/or private industry experience.
• Strong technical knowledge of U.S. GAAP.
• Proficiency with cloud-based accounting software, particularly Quick Books Online (QBO Certified Pro Advisor is a plus).
• Excellent communication (written and verbal) and interpersonal skills, with the ability to present complex financial information clearly to non-financial stakeholders.
• Proven ability to manage multiple projects and clients simultaneously in a fast-paced environment.

Preferred:

• CPA license is highly preferred.
• Direct experience working within an outsourced accounting / client accounting services (CAS) practice in a public accounting firm.
• Experience with a variety of accounting and ERP systems (e.g., Net Suite, Sage Intacct) and third-party integration apps (e.g., , Expensify, Gusto, Ramp).
• Experience serving clients in specific industries such as [List 2-3 relevant industries, e.g., SaaS, Professional Services, Non-Profit, Real Estate].

What We Offer

• Competitive salary and performance-based bonus structure.
• Comprehensive benefits package, including medical, dental, vision, and a 401(k) plan with firm match.
• Generous Paid Time Off (PTO) and paid firm holidays.
• Flexible work arrangements, including hybrid and remote work options.
• A clear and defined path for career advancement to Senior Manager and beyond.
• Funding for professional development, continuing professional education (CPE), and professional association…