A Client Accounting Services (CAS) Associate has significant interaction directly with clients and firm management working on day-to-day transactional accounting functions and providing high-level expertise to assist with financials. In CAS, you will work as part of a team delivering top-notch customer service to our clients.
Responsibilities
- Manage the proposal, engagement, onboarding & assignment process of new clients
- Initiate, develop, and maintain client & associate relationships
- Catch up & clean-up of outdated or incomplete accounting books
- Provide a broad range of accounting support and bookkeeping services to various clients
- Completing and reviewing month-end work
- Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)
- Preparing and processing annual W-2’s, 1099’s, and property renditions
- Calculating and reviewing monthly multi-state sales tax liability
- Special projects such as generating Percentage of Completion schedules, 401K reconciliation, reconciling payroll journal entries, creating payroll template mapping for third-party software uploads
Education and Experience
- Bachelor’s degree
- Prior direct client service
- 3+ years of experience in a related field
- Previous experience mentoring, training, and developing junior members
Skills/Abilities
- Fluent in English and Spanish
- Solid accounting theory knowledge and skills
- Excellent written, communication, and presentation skills
- Microsoft Office skills required – Excel in particular
- Accounting software such as Peachtree and/or QuickBooks, ProSystem. FX tax software experience is also beneficial
Work Location
- Houston, Texas
- Relocate before starting work (required)
Schedule
- Monday to Friday
- Hybrid
- With intermittent busy seasons, overtime hours will be required for this role throughout the year
Benefits
- Bonus eligible
- Flexibility with hybrid work schedules
- Paid time off
- Summer & Winter work hours
- Endless career opportunities
- 401(k)
- 401(k) matching
- Dental Insurance
- Health Insurance
- Paid time off
- Vision Insurance
