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Client Accounting Services (CAS) Senior

Skills
1099 PreparationBCSCASClient ContactContextIngeniumOracle Financials
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Prior CPA firm or accounting/bookkeeping firm experience is required
  • 3+ years of professional bookkeeping experience with at least 1 year in a firm environment
  • Experience managing multiple client books simultaneously
  • Strong working knowledge of accrual accounting and month-end close procedures
  • Proficiency with QuickBooks Online and similar tools
  • Availability during standard business hours on Eastern Time
  • Strong written and verbal communication skills
  • Self-directed accountable and able to meet deadlines independently
  • Reliable home office setup with high-speed internet and quiet space
  • Legally authorized to work in the United States

Nice to have

  • Leadership
  • Team development
  • Advanced technical accounting
  • Advisory work
  • Client facing

Day to day

  • Own and manage a portfolio of client books with minimal oversight
  • Lead month-end and year-end close processes while delivering accurate financial reporting
  • Serve as the primary day-to-day client contact and coordinate with outside CPAs and tax preparers