What are the responsibilities and job description for the Senior Associate (Client Accounting Services) position at Sax LLP?
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At Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We’re actively seeking a Senior Associate to join our expanding Family Office Services and Client Accounting Services team! This hybrid position is based on your location and must be commutable at either our Parsippany, NJ, or NYC office. 2-3 days per week is required.
Summary
The FOS/CAS Senior Associate will play a critical part in delivering accounting, financial reporting, and advisory services to a variety of clients, including HNW individuals and small to mid-sized businesses. The Senior Associate will take on a leadership role in managing client accounts, overseeing junior team members, and ensuring the timely and accurate delivery of accounting services.
Key Responsibilities
• Client Relationship Management:
Serve as the primary point of contact for a portfolio of clients, building and maintaining strong relationships. Proactively communicate with clients and their trusted advisors to address their accounting needs and provide value-added services.
• Accounting and Financial Reporting:
Oversee the bill pay, bookkeeping, and preparation /review of monthly, quarterly, and annual financial statements for clients. Ensure that all transactions are accurately recorded in accordance with accounting principles, and that financial reports are comprehensive and timely.
• Supervision and Mentorship:
Lead and mentor junior staff and associates, providing training and guidance on accounting procedures, systems, and best practices. Provide constructive feedback and assist in the professional development of the team.
• Tax Preparation and Coordination:
Work closely with the firm’s tax team to gather necessary documentation and ensure that clients meet tax filing deadlines. Assist with tax coordination efforts to help clients optimize their tax positions.
• Cash Flow and Budgeting Support:
Assist clients with cash flow management, budgeting, and forecasting. Review financial data to identify trends and areas for improvement, offering insights and recommendations to support client business decisions.
• Client Advisory Services:
Provide advisory services to clients on financial matters, including accounting systems, internal controls, and business performance. Help clients identify opportunities for improving financial efficiency and profitability.
• Technology and Process Improvement:
Leverage accounting software tools (such as QuickBooks, NetSuite, or similar) to streamline processes, enhance financial reporting, and improve client service. Identify and implement technology solutions that improve workflow efficiency.
• Special Projects:
Assist clients with special accounting or financial projects, such as business valuations, acquisitions, and financial analysis. Support the firm’s efforts to expand client services and enhance value.
• Quality Control:
Ensure the accuracy and integrity of all financial records and reports. Review work performed by junior team members, ensuring compliance with firm standards and accounting principles.
• Software Skills:
o QuickBooks Online
o QuickBooks Desktop
o Microsoft Office Suite
o Bill.com
o Ramp
o Asana (preferred)
o Syft (preferred)
o GFR
Qualifications:
• Accounting Degree is preferred
• 3-5 years of experience at a CPA firm
• Must be self-motivated, organized, and able to multitask effectively.
• Excellent verbal and written communication skills.
• Strong team player.
Comprehensive Benefits Package includes:
• Generous Paid Time Off and Holidays
• Paid Volunteer Day
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• CPA Incentives (paid exam fees, CPA certificate bonus, discounts on Becker CPA review course)
• Tuition Reimbursement for Advanced Degrees
• 401K Plan with Sax Match
• Flexible Work Arrangements
• Summer Friday Hours
• Employee Referral Bonus
• Firm-Sponsored Events and much more!
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
