CAAS Associate

Client Accounting & Advisory Services (CAAS) – AccountantOverviewOur Client Accounting Services (CAAS) department provides comprehensive back-office accounting support for businesses and high-net-worth individuals. We specialize in the preparation of financial statements, including balance sheets, profit & loss statements, and cash flow reports.Our CAAS offerings include (but are not limited to):Accounting software trainingBookkeepingController servicesCash flow projectionsFinancial document preparationData analyticsElectronic bill processing & paymentsFinancial reportingOutsourced CFO servicesAccounts payable and receivable managementThe CAS Accountant plays a key leadership role in delivering high-quality accounting services to our clients. This solution-oriented professional will oversee client engagements, review work prepared by team members, meet directly with clients, assist in annual evaluations, and perform other management duties as assigned.Key Responsibilities:Lead and manage multiple client engagementsReview of financial statements and accounting workProvide strategic guidance and actionable insights to clientsSupport and mentor team membersEnsure timely and accurate delivery of servicesCollaborate with internal departments to enhance client experienceIdeal Candidate Attributes:Strong, supportive communicatorAbility to manage multiple projects in a fast-paced environmentProficiency in accounting software and systemsDeep understanding of general ledger accounting and financial statement preparationQualifications:Bachelor’s degree in accounting (required)Minimum 3 years of accounting experience, preferably with multiple clientsStrong knowledge of GAAPAdvanced Excel skills (Word & PowerPoint preferred)Experience with QuickBooks Online/Desktop; Great Plains/MS Dynamics a plusFamiliarity with Bill.com or similar platforms