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Senior Accountant (CAAS) Client Accounting and advisory Services

ALIS Software LLC
Wakefield, MA Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025

Job Title:Senior Accountant (CAAS) Client Accounting and advisory Services

Location: Wakefield, MA

Hybrid/Onsite


Why Work at Tonneson Co?

If you have 3-4 years of recent accounting experience with impressive excel and QuickBooks skills, we are looking for you! The ideal candidate will work collaboratively, be able to multi-task, manage priorities and deadlines, productively contribute to client meetings, be a self-starter, eager to upskill and committed in your own development. If you think you have what it takes to be successful as a Senior Accountant in Client Accounting and Advisory Services (CAAS) Practice, apply now!

How you will make an Impact – Your responsibilities include

Assist Director and Accounting Manager with onboarding new clients including participating during various onboarding meetings, updating onboarding checklists, prompt responses to client inquires, securing access to client documents etc.,

Complete assigned tasks for weekly, monthly, quarterly and annual bookkeeping in timely manner,

Assist Accounting Manager in the preparation of periodic management and board packages,

Assist in tax compliance calculations and collaborate with tax department for timely tax filings,

Assist in the preparation of financial statements, dashboards, and other deliverables for the clients within the set deadlines,

Complete account reconciliations and various schedules per GAAP, Accrual and Cash basis,

Maintain keen attention to detail and ensure adherence to firm methodology and accounting principles,

Participate in special accounting projects assigned to support firm’s initiatives and client requests,

Support business development efforts by attending networking events and firm sponsored events.

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