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We’re expanding our Client Accounting and Advisory Services (CAAS) team – and we’re looking for team members who want to make a meaningful impact. As a CAAS Staff/Associate, you’ll do more than manage numbers. You’ll help clients gain clarity, solve problems, and move forward with confidence. This role is designed for professionals with foundational accounting experience who are ready to grow. You’ll deepen your advisory skills, contribute to strategic conversations, and build relationships that matter.
Job Responsibility:
Perform basic bookkeeping tasks such as entering transactions, reconciling bank and credit card statements, and maintaining general ledgers
Document workpapers and follow firm processes/systems for workflow management
Support monthly/quarterly client close procedures and cash & accrual-based accounting deliverables
Professionally interact with client personnel to gather financial data, clarify documentation, and communicate updates or requests
Assist in preparing and analyzing financial statements specifically for nonprofits and small governments
Collaborate with team members to ensure timely and accurate client service delivery
Requirements:
Bachelor’s degree in Accounting or related field
Experience with accounting for nonprofit and governmental entities
CPA certified or on track (actively pursuing or planning to pursue CPA licensure)
Quickbooks Online certification
What we offer:
competitive compensation
work/life harmony
comprehensive benefits
strong administrative support
ongoing development for career progression at a personally preferred pace
flexibility to schedule work around personal priorities