JOB SUMMARY

As a CAS Associate, you will play a crucial role in providing accounting support to clients, ensuring accurate and timely financial transactions and reporting. You will be responsible for maintaining client accounts, recording transactions, reconciling balances, and assisting with financial analysis. Your attention to detail, strong organizational skills, and ability to work effectively in a team environment will contribute to the success of our client accounting services.

JOB DESCRIPTION

Client Accounting Support:

• Record financial transactions accurately and efficiently in the appropriate accounting software
• Reconcile bank statements, accounts receivable, and accounts payable to ensure accurate client account balances
• Assist in the preparation of financial statements, such as balance sheets, income statements, and cash flow statements
• Maintain accurate and up-to-date client records and files
• Analyze financial data and identify trends, variances, and potential areas of improvement

Client Communication and Support:

• Respond promptly and professionally to client inquiries and requests for information
• Collaborate with clients and internal team members to gather necessary financial data and resolve any accounting-related issues
• Provide general accounting support and guidance to clients as needed

Process Improvement and Compliance:

• Assist in maintaining compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits by providing requested documentation and information
• Identify opportunities for process improvement and efficiency within the client accounting function
• Participate in the implementation of best practices and enhancements to accounting processes and procedures

Supervisory responsibilities

None

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 basic accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred education and experience

• Bachelor's degree in accounting or relevant work experience
• 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.

For job postings in our Mid-Atlantic Region, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the Maryland Transparency law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $28.00-$45.00.

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.