Senior Accounting Associate

Job Description

Job Description

Our Client is an innovative accounting firm headquartered near the Plano / Frisco, Texas area with a strong focus on leveraging cloud-based technology and automation to streamline financial processes.

Established over 15 years ago, the firm prides itself on a client-first approach, delivering tailored, high-quality support designed to simplify and optimize accounting for its clients.

Rooted in values that place their people at the top of the list, Our Client specializes in serving small to mid-sized businesses, helping them achieve long-term growth and sustainability. Their mission is to promote meaningful change by delivering financial clarity and value through cutting-edge services.

Role Overview : Outsourced Accountant / Bookkeeper

Our Client is seeking an experienced Senior Accounting Associate for their Outsourced / CAS accounting group.

In this role, you will serve as a key partner to clients, managing their financial needs and ensuring smooth, efficient accounting operations. You’ll collaborate with a talented team to provide hands-on support, strategic insights, and solutions for clients across multiple industries.

Success in this position will be defined by your ability to maintain strong client relationships, deliver timely and accurate financial reporting, and contribute to process improvements that elevate the client experience.

Key Responsibilities

• Build and maintain relationships with a portfolio of 20-30 clients, serving as their trusted accountant.
• Oversee the delivery of monthly accounting tasks, including financial reports, reconciliations, and cash flow analysis.
• Perform weekly / monthly / quarterly / annual functions such as account reconciliations, journal entries, G / L maintenance, bill payments, and client-specific reporting.
• Partner with other team members to ensure client expectations are met and financial needs are addressed efficiently.
• Streamline client onboarding processes, including reviewing existing systems, establishing workflows, and integrating new cloud-based tools.
• Utilize cloud accounting software and AI tools to improve accuracy, reduce manual workloads, and enhance service delivery.
• Hold regular client meetings to review financial performance, discuss challenges, and identify opportunities for improvement.
• Actively participate in refining service offerings and contributing to the growth of the firm by sharing insights and ideas.
• Stay aligned with the company’s core values and ensure exceptional service delivery in every client interaction.

Ideal Candidate Profile

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