CAS Operations Assistant

A growing San Antonio CPA firm seeks a detail-oriented Client Accounting Services Assistant to support daily bookkeeping, monthly closes, and client data management. This role ensures smooth workflow operations for the CAS team and delivers high-quality service to small business clients. This role will work in a team environment but will need to work on projects and assignment independently and trusted to meet strict deadlines and provide quality client care.

Responsibilities

• Client Bookkeeping: Process accounts payable and receivable, handle bank and credit card reconciliations, and maintain general ledgers.
• Workflow Support: Organize client source documents, track recurring engagement deadlines, and assist with month-end and year-end close tasks.
• Client Communication: Act as a helpful point of contact for routine client inquiries regarding document requests and financial portal navigation.
• Operations & Tech: Maintain accurate records in practice management software and cloud accounting platforms (e.g., QuickBooks Online, Xero).

Qualifications & Skills

• Experience: 1 to 3 years of general bookkeeping or accounting support experience, ideally within a CPA firm or professional services environment.
• Education: Associate degree in Accounting, Finance, or equivalent work history.
• Technical Skills: Proficiency in Microsoft Excel and cloud-based accounting software; familiarity with paperless office systems.
• Soft Skills: Strong organizational skills, clear written and verbal communication, and a local presence in the San Antonio area.