Remote Client Accounting & Advisory Senior - CAAS

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This Jobot Job is hosted by : Nicole Poley

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Salary : $85,000 - $110,000 per year

A bit about us :

Our firm is seeking a highly motivated and experienced Permanent Remote Client Accounting & Advisory Senior (CAAS) to join our dynamic team. This exciting opportunity offers the chance to work remotely, providing you with a flexible work environment that fits your lifestyle. The role is a permanent position within our Accounting and Finance department, focusing on client accounting and advisory services. The successful candidate will have the opportunity to work with a diverse portfolio of clients and will play a key role in delivering high-quality accounting and advisory services.

Why join us?

Fantastic benefits.

• Flexible hybrid schedule (choose your days, half day Summer Fridays)
• Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance
• Retirement Plan
• Paid Time Off and Holiday Time Off (varies by site / state)
• Associate Shopping Program
• Health and Wellness Programs
• Discount Marketplace
• Identity Theft Protection
• Pet Insurance
• Commuter Benefits
• Employee Assistance Program
• Flexible Spending Accounts (FSAs)

Job Details

Responsibilities :

1. Lead and manage a portfolio of clients, providing exceptional accounting and advisory services that exceed client expectations.

2. Prepare and review financial statements, ensuring accuracy and compliance with applicable accounting standards and regulatory requirements.

3. Collaborate with clients to understand their business operations and provide strategic advice to help them achieve their financial objectives.

4. Develop and maintain strong client relationships, acting as the main point of contact for all accounting and advisory matters.

5. Provide guidance and mentorship to junior team members, helping to develop their technical skills and knowledge.

6. Keep up-to-date with the latest industry trends and regulatory changes, ensuring our services remain at the forefront of the accounting and finance industry.

7. Collaborate with other departments within the firm to provide integrated solutions to clients.

8. Participate in business development activities, helping to grow our client base and expand our service offerings.

Qualifications :

1. CPA license or actively working towards obtaining a CPA license preferred but not required

2. A minimum of 3 years of experience in a client accounting services (CAS) role.

3. In-depth knowledge of accounting principles and standards, as well as regulatory requirements.

4. Exceptional client service skills, with a proven ability to build and maintain strong client relationships.

5. Strong leadership skills, with experience mentoring and developing junior team members.

6. Excellent communication skills, with the ability to clearly and effectively communicate complex financial information to clients and team members.

7. Proficient in the use of accounting software and other relevant technology.

8. Strong problem-solving skills, with the ability to provide innovative solutions to complex financial challenges.

9. Self-motivated, with the ability to work independently in a remote work environment.

10. A commitment to continuous learning and professional development.

This is a fantastic opportunity for an experienced accounting professional to join a leading firm, offering a flexible work environment and the chance to work with a diverse portfolio of clients. If you are passionate about client service and are looking to take the next step in your career, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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Remote working / work at home options are available for this role.