Accountant for CPA firm small business services practice

Position Summary

The Client Accounting & Advisory Services (CAAS) accountant provides outsourced accounting, financial reporting, and advisory support to a portfolio of clients across various industries. This role partners closely with clients to deliver accurate financial information, improve accounting processes, and provide insights that support informed business decisions.

Key Responsibilities

Client Accounting Services

Manage accounting activities for assigned clients, including:

• General ledger maintenance
• Monthly and year-end close
• Bank and credit card reconciliations
• Maintain depreciation schedules
• Journal entry preparation
• Prepare and review monthly, quarterly, and annual financial statements

Advisory & Client Support

• Serve as a primary point of contact for client accounting needs
• Assist clients with accounting system setup, conversions, and process improvements
• Identify opportunities to add value through advisory services
• Collaborate with tax and audit teams to support compliance and planning

Technology & Process Improvement

• Utilize and support cloud-based accounting platforms (e.g., QuickBooks Online, Bill.com, Fathom & Jirav)
• Leverage workflow, reporting, and automation tools to improve efficiency
• Document and improve client accounting processes and internal controls
• Leverage automation and AI-enabled tools to streamline accounting workflows, reconciliations, and reporting

Quality & Compliance

• Ensure timely and accurate delivery of client deliverables
• Maintain proper documentation and workpapers
• Adhere to firm policies, deadlines, and professional standards

Qualifications

Required

• Bachelor’s degree in Accounting or related field
• 2+ minimum years of accounting experience (must include financial statement preparation)
• Strong accounting and analytical skills
• Proficiency with Quickbooks preferred and Microsoft Excel
• Excellent communication and client service skills

Skills & Competencies

• Client-focused mindset
• Strong analytical and problem-solving skills
• Ability to manage multiple clients and deadlines
• Attention to detail with overall analytical mindset

Pay: From $29.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Accounting: 2 years (Required)
• Quickbooks: 2 years (Preferred)

Work Location: In person