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Client Accounting and Advisory Services Staff

· Job Posted April 01, 2026
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Job Description

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
  • ability to confidently unplug and use all PTO

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