Client Advisory Services Senior Associate

Job Description

Company Overview :

At Stonehenge Consulting, we build trusted relationships—this is our purpose and the foundation of everything we do. As a firm that provides strategic advice through financial and business expertise, we combine the personal touch of a boutique CPA firm with the capabilities of a larger organization. Our approach is defined by three uniques : trust, creative solutions, and delivering value. These principles guide how we serve our clients, from small businesses to large enterprises, ensuring they receive tailored financial strategies to meet their needs. Integrity, professionalism, client satisfaction, critical thinking, and a sense of humor are at the core of our culture, fostering a collaborative environment where strong partnerships thrive.

Job Summary :

The Client Advisory Services Senior Associate will be responsible for delivering hands-on accounting support to a diverse portfolio of clients, managing day-to-day transactional work, and ensuring accurate and timely financial reporting. As a key team member, you will also play an essential role in fostering client relationships and supporting internal collaboration within the CAS department.

Duties / Responsibilities :

Client-Facing Responsibilities

• Serve as a direct point of contact for assigned clients, building strong, trust-based relationships
• Maintain regular communication with clients via phone and email to ensure needs are being met
• Provide timely responses and professional support for client questions and accounting inquiries
• Educate clients on best practices and assist in implementing improvements when needed

Accounting & Compliance Functions

Journal entry preparation

Balance sheet account reconciliations

Financial report generation

Team & Process Support

Required Skills / Abilities :

Education and Experience :

Stonehenge Advantage :

Physical Requirements :

Work Environment :