Accountant I for Client Advisory and Accounting Support Services

Summary: This position is responsible for providing accounting and advisory services to clients, ensuring accurate financial reporting, and offering strategic support to assist clients in achieving their financial goals. This entry-level role involves assisting with a variety of accounting functions and supporting the team with client-facing engagements.

Essential Duties and Responsibilities:

• Assist in preparing and reviewing financial statements in accordance with generally accepted accounting principles (GAAP) or other applicable standards.
• Help ensure the timely and accurate completion of monthly, quarterly, and annual financial reporting.
• Conduct basic financial analysis to identify trends, opportunities, and potential risks.
• Support the preparation of financial reports for clients and assist in presenting key findings.
• Provide basic recommendations for improving financial performance and compliance.
• Assist with client communications and help address routine client inquiries related to accounting or financial concerns.
• Maintain supporting documentation and assist in month-end and year-end closings.
• Assist with preparing tax filings, including corporate and individual returns.
• Help ensure clients meet local, state, and federal compliance requirements.
• Support the team with various regulatory deadlines.
• Work closely with senior accountants, managers, and other team members to manage client accounts.
• Attend and participate in client meetings, providing support where needed.
• Contribute to process improvement initiatives within the CAASS department.
• Perform other duties as assigned.

Minimum Qualifications:

• Excellent interpersonal, oral, and written communication skills.
• Basic knowledge of accounting principles, financial reporting, and tax regulations.
• Proficient with MS Office Suite or similar software with the ability to learn new or updated software.
• Strong analytical and problem-solving skills.
• Detail oriented & ability to multi-task.

Education and Experience:

• Bachelor’s degree in accounting or related field, required.
•  year’ experience in public accounting audit experience, preferred.
• Experience in governmental accounting, preferred.
• Experience in client advisory or consulting services, preferred.

Physical/Mental/Visual Demands and Work Environment:

• This job is conducted in an office work environment, sitting most of the time, working on a computer.
• Must be able to exert up to 20 lbs. of force occasionally.
• Travel is required.

Work Schedule: 

• Typically, Monday through Friday, 8am-5pm.
• Additional hours are required during peak season.
• 10-15% travel is expected for this position.

The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job.  Rather, they are intended only to describe the general nature of the job.  The Firm hereby expressly reserves the right to modify any or all job descriptions as it becomes necessary or appropriate.