The CAS Manager will be responsible for account reconciliations, preparing financial statements, managing client billing and payments, managing client engagements, delivering high-quality assurance and advisory services, and communicating with clients to understand their needs.
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- Catch up & clean-up of outdated or incomplete accounting books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 of 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
- Train and mentor associates on company processes, accounting theory & procedures, and client transitions
Qualifications
- Bachelor’s degree in accounting or finance
- At least 8 (eight) years of accounting experience
- Prior public accounting experience required
- Prior supervisory/management experience
- CPA would be a plus
- Strong knowledge of accounting principles and practices
- Experience in using accounting software such as QuickBooks, Xero, or Sage
- Experience in managing client billing and payments, and preparing financial statements
- Proficiency in Excel
- Excellent customer follow-up and communication skills
- Ability to work independently, while also being a strong team player
- Strong analytical and problem-solving skills
To apply for this job email your details to selliott@abipcpa.com
