Client Accounting Services (CAS) Specialist

Client Accounting Services (CAS) Specialist About Baratz & Associates, P.A.

Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA.

We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning.

Boasting client relationships spanning decades, B&A’s personalized attention, and their extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow our business.

Working at B&A will allow you to gain hands on experience to jumpstart your career.

Please visit our website  www.baratzcpa.com  to learn more about the firm, our services, and our capabilities.

We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility.  You will work directly with our clients, partners, managers, and staff who also want to work with you.

What the CAS Specialist role will offer you :

• As a CAS Specialist , you will work in-person as part of a team of professionals committed to delivering high-quality bookkeeping, accounting services, and strategic support to individual and business clients.
• While the foundation of this role is traditional bookkeeping, it also involves providing comprehensive accounting services that help clients manage their financial operations more efficiently and make informed decisions.
• You will be responsible for transaction posting, reconciliations, and financial reporting, and also play a key role in implementing technology solutions, improving workflows, and supporting clients with financial insights.
• We are a firm focused on delivering exceptional service, so we’re looking for someone who is a strong problem-solver, has an aptitude for numbers, and is eager to build relationships with clients.
• Your organization and reliability will help ensure smooth operations throughout the client engagement lifecycle.

The responsibilities of a CAS Specialist will include but are not limited to :