CAAS Senior - Family Office (Professional Services Industry)
About The Position
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Senior to join our CAAS (Family Office - Professional Services Industry) group in our Century City, CA office.
Requirements
- 2 years of relevant accounting and/or financial experience is required.
- Bachelor's degree is required.
- Combination of related experience, education, and training may be accepted in lieu of degree.
Responsibilities
- Communicates directly with clients in collaboration with managers and liaises with third‑party advisors
- Working knowledge of personal and corporate charts of accounts
- Monitors daily client activity, handles requests, and conducts timely follow‑ups on outstanding matters
- Reviews bank balances daily and facilitates funding with the client, as needed
- Develops working knowledge of insurance coverages, retirement plans, and gift/estate planning concepts
- Tracks commissionable income and prepares monthly commission reconciliations
- Assists clients with applications and bank communications
- Reviews daily and monthly bank reconciliations
- Prepares monthly cash‑flow reports
- Performs monthly, quarterly, and annual close activities
- Utilizes available tools to run desks efficiently (e.g., credit card allocation module, bill scheduler/repetitive, repository, and other tools as directed by managers)
- Supervises, mentors, and manages Analysts and Associates
- Identifies inefficiencies and implements changes (e.g., going paperless, electronic payments vs. live checks)
- Other related duties as assigned
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
