Client Accounting Senior

Job Summary

As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.

Job Description

Client Accounting Support:

• Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
• Coordinate and lead month-end and year-end close processes for client accounts
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
  
  

Client Communication And Support

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
• Address client inquiries, resolve issues, and provide proactive financial guidance and support
• Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
  
  

Process Improvement And Compliance

• Identify opportunities for process improvement, automation, and efficiency within the client accounting function
• Ensure compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits by providing requested documentation and addressing audit findings
  
  

Supervisory Responsibilities

• No
  
  

Work environment

• Work is conducted in a professional office environment with minimal distractions
  
  

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time
  
  

Travel Required

• Travel may be frequent and unpredictable, depending on client’s needs
  
  

Required Education And Experience

• Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
• High School Diploma or GED or High School equivalent certificate
• Thorough understanding of intermediate accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint
  
  

Preferred Education And Experience

• Bachelor's degree in accounting or equivalent experience required
• CPA license or relevant certification
• Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
  
  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Who We Are

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

What We Offer

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attrative Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.