CAS Accountant - Client Bookkeeping

CAS accountant - client bookkeeping

This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $80,000 - $90,000 per year

A bit about us:

Our client is a rapidly growing accounting and advisory organization building a national platform through a combination of organic growth and strategic acquisitions. The company was founded by an accomplished entrepreneur and accounting professional who previously built a small family-owned business into a highly successful national organization. Drawing on that experience, the leadership team is now creating a modern accounting firm that combines the resources, technology, and career opportunities of a larger organization with the culture, relationships, and local identity of established regional firms.

The company’s mission is to create a destination accounting firm where employees feel supported, valued, and positioned for long-term career growth. Team members benefit from a collaborative culture, strong leadership, diverse client exposure, and opportunities to take on greater responsibility as the organization continues to expand.

Our client is currently seeking a CAS accountant -Bookkeeper. This position offers the opportunity to work with a diverse client base, contribute to complex tax engagements, and build a long-term career within an organization experiencing significant growth.

Why join us?

• 100% Remote
• Tons of growth opportunity
• Comprehensive Benefits: Medical, dental, vision
• 401(k) Match
• PTO & Paid Holidays

Job Details

Job Details

Build strong client relationships while doing the accounting work you do best. We’re seeking a CAS Accountant – Client Bookkeeping professional to join our Accounting + Finance team and deliver accurate, timely bookkeeping and reporting for a diverse portfolio of clients.

In this Client Accounting Services role, you’ll own day-to-day accounting activities, guide clients through month-end close, and turn financial information into clear, useful insights. This is an exciting opportunity for an experienced, detail-oriented accountant who enjoys variety, takes ownership, and thrives in a client-focused environment.

Responsibilities

Manage full-charge bookkeeping and accounting activities for multiple clients, maintaining accurate and up-to-date financial records.

Complete bank and credit card reconciliations, investigate discrepancies, and resolve outstanding items promptly.

Oversee accounts payable, including invoice coding, payment processing, vendor inquiries, and account reconciliations.

Manage accounts receivable, including invoicing, payment application, aging reviews, and collection follow-up.

Execute month-end close activities, including journal entries, accruals, prepaid expenses, and balance sheet reconciliations.

Prepare monthly financial statements and reporting packages, ensuring accuracy, consistency, and timely delivery.

Review general ledger activity, identify unusual transactions, and correct accounting errors.

Serve as a responsive point of contact for clients, explaining financial results and addressing bookkeeping questions with clarity and professionalism.

Coordinate with internal team members and clients’ external tax professionals to support year-end reporting and documentation needs.

Identify opportunities to streamline workflows, strengthen accounting processes, and improve the client experience.

Qualifications

5+ years of relevant experience in bookkeeping, accounting, or Client Accounting Services.

Hands-on experience with bank reconciliations, accounts payable, accounts receivable, month-end close, monthly reporting, full-charge bookkeeping, and multi-client accounting, or equivalent experience demonstrating these capabilities.

Demonstrated ability to independently manage accounting responsibilities for multiple clients while meeting competing deadlines.

Strong understanding of double-entry bookkeeping, general ledger maintenance, and financial statement preparation.

Proficiency with accounting software and Microsoft Excel; experience with cloud-based bookkeeping platforms is preferred.

Excellent attention to detail, analytical thinking, and problem-solving skills.

Strong written and verbal communication skills, with the ability to explain accounting information to non-accounting audiences.

A proactive, service-oriented approach and sound judgment when handling confidential financial information.

A degree in Accounting, Finance, or a related field is preferred; equivalent relevant professional experience will be considered.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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