CAS Accountant (Client Accounting Services)

Responsibilities: Direct Client Relationships: Serve as the primary point of contact for business clients, building trust through regular communication and check-ins. General Bookkeeping & QBO Management: Manage daily QuickBooks Online workflows, bank feed categorization, reconciliations, and general ledger maintenance. Payroll Administration: Process and manage regular payroll cycles for multiple client entities. Sales Tax Compliance: Calculate, prepare, and file sales tax returns accurately and on time. Month-End Close: Assist with monthly and quarterly closing processes and maintain accurate financial records for financial statement preparation. Practice Workflow Tracking: Organize daily tasks, recurring client deliverables, and client communications through the Karbon practice management platform. Client Responsiveness: Maintain timely communication and adhere to the firm's 24-hour response commitment. Qualifications & Experience

Experience: 2-3 years of hands-on experience in general bookkeeping, payroll processing, and sales tax compliance.

Credentials: Active CPA or EA, or actively pursuing a CPA or EA designation.

Education: Bachelor's degree in Accounting or Finance preferred. Client-First Orientation: Strong interpersonal and communication skills, with the ability to work directly with business owners. Software Proficiency: Practical proficiency in QuickBooks Online (QBO); familiarity with Karbon, Excel, and modern accounting applications preferred. Attention to Detail: Ability to maintain accurate, organized, and compliant accounting records. Benefits4-Day Workweek: Four-day workweek from May 16 through December 31, with a standard five-day schedule from January 1 through May 15. Retirement Match: 401(k) match of 100% on the first 3% contributed and 50% on the next 2%. Professional Support: Reimbursement for annual primary license renewals, relevant software certifications, and continuing professional education after six months. Workplace & Culture: Modern on-site office environment, firm-provided dual-screen setup, and structured career progression within the CAS practice.