CAS Staff Accountant

About the role:

The Client Advisory Services (CAS) staff accountant will assist firm clients in all areas relating to financial reporting, including developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. This position addresses tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year‐end client tax preparation, and the support of budget and forecast activities. The position will have contact with clients and client contacts, including tax accountants and other professional service providers. The position will complete or have oversight of:

• Bank and other balance sheet account reconciliations
• Supporting clients with customer invoicing, recording of deposits, and collections
• Supporting clients through entry and payment of vendor bills, and accurate coding of client credit card transactions. Vendor W-9 administration.
• Review of G/L account classifications for missing transactions and overall accuracy
• Preparation of client’s initial/draft Management Reporting Package
• Direct contact with 3rd party vendors for routine client account and support matters.

+ Key Success Factors

• Quality of work output (on-time and accurate delivery)
• Extreme attention to detail and accuracy
• Co-operative team player
• Ability to apply skills learned in one client setting to similar situations with other clients
• Ability to work well under pressure and meet deadlines.
• Client-centric approach to all matters - positive telephone, email and other
• communication skills as contact with clients and others will be extensive and ongoing.

+ Qualifications

• Associates degree in accounting or similar field, Bachelor’s degree preferred
• Prior bookkeeping experience required, QuickBooks ProAdvisor preferred
• Prior payroll processing and payroll tax return experience preferred
• Prior Sales and Use tax experience preferred
• Minimum of 2-5 years of experience in accounting