Senior Client Accounting Services Associate

Description

Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team!

Our CAS team partners with businesses across a variety of industries, providing outsourced accounting, bookkeeping, payroll, and financial reporting services. This position is ideal for an experienced accounting professional who enjoys serving as a trusted resource for clients, managing multiple engagements, and helping business owners make informed financial decisions.

As a Senior CAS Associate, your responsibilities will include:

• Managing day-to-day accounting functions for a portfolio of clients.
• Reviewing and recording client transactions while maintaining accurate general ledger accounts.
• Preparing and reviewing bank, credit card, and balance sheet reconciliations.
• Performing month-end and year-end closing procedures.
• Preparing monthly, quarterly, and annual financial statements and management reports.
• Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
• Processing payroll and maintaining compliance with payroll tax requirements.
• Preparing payroll tax, sales tax, and other business tax filings.
• Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
• Assisting clients with accounting software, process improvements, and best practices.
• Collaborating with team members to deliver accurate, timely, and high-quality client service.
• Supporting onboarding, mentoring, and training efforts for junior staff as needed.
• Identifying opportunities to provide additional value and advisory support to clients.

Requirements

Education, experience, and skills we're looking for:

• Associate's  or Bachelor's degree in Accounting, Finance, or a related field preferred.
• 3-5+ years of full-charge bookkeeping, accounting, outsourced accounting, or  client accounting services experience required.
• Strong understanding of accounting principles and financial statement preparation.
• Experience managing multiple clients and competing deadlines.
• Proficiency with QuickBooks Online and other cloud-based accounting platforms.
• Advanced knowledge of bank reconciliations, journal entries, and month-end close procedures.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to delivering exceptional client service.
• Ability to work independently while collaborating effectively with team members.
• Proficiency with Microsoft Office Suite, particularly Excel.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!

Notice to Third-Party Agencies
Rodefer Moss does not accept unsolicited resumes from recruiters or agencies. Any staffing agency, person, or entity that submits an unsolicited resume to this site, or to one of our employees, does so with the understanding that the applicant's resume will become the property of Rodefer Moss. Rodefer Moss will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing agency, person, or entity.