Client Advisory Services (CAS) Associate

Position Summary

The CAS Associate position is responsible for performing the accounting services, payroll services (as needed), and assisting with monthly compilation engagements for our clients. This individual prepares and analyzes financial reports, prepares journal entries, and maintains and reconciles the general ledger accounts.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following :

Work on assigned segments of CAS engagements, including, in some instances assuming substantial or full responsibility (under supervision) for small accounting engagements involving compiled financial statements

Regularly read and be familiar with pronouncements from the American Institute of Certified Public Accountants (AICPA), Financial Accounting Standards Board (FASB), and Internal Revenue Service (IRS) tax laws and updates

Perform basic accounting procedures, e.g. accounts receivable, accounts payable, payroll, tax payments, and other miscellaneous requests.

Suggest ideas to improve client processes or controls to seniors, managers, and directors

Assist with engagement in the general ledger reconciling, bank reconciliations, investment reconciliations, payroll processing, coding, and adjusting journal entries

Assist in audit procedures such as general reconciliations, pulling support for audit requests, and other audit work as needed

Prepare and update workpapers that support balances in the accounting records

Engage in direct client contact, respond to client calls and correspondence in a timely manner, and build an effective working relationship with the client and client accounting personnel if deemed appropriate by the director or manager overseeing client work

Play a role in auditing and tax presentations and programs presented by the firm as well as contribute to material on the firm website

Effectively use industry or community networks and other organizations to seek work opportunities for the firm

Actively seek work in order to stay productive and monitor personal production in relation to annual budgets and goals

Prioritize professional development and commitment

Perform other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

Bachelor's degree in Accounting, Finance, Business or related field preferred

Must be up to date on the AICPA and state CPA societies' rules, regulations, and Code of Ethics

Strong organization, verbal, and written communication skills

Ability to work independently, with teams, and manage multiple projects and deadlines

Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with accounting / bill pay software (QuickBooks Online, Bill, Divvy, etc.)

Analytical skills with attention to detail

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Salary : $69,000 - $71,000