Client Accounting & Advisory Services Associate

Ascend Partner Firms • Kirkland, WA

3h • $28 - $44

About The Position

This full-time hourly position is part of Sweeney Conrad’s Client Accounting & Advisory Services group, which provides outsourced accounting services to small and medium-sized companies and family offices, with a focus on closely held businesses primarily throughout the Pacific Northwest. The Associate works in a client-facing role alongside a Senior and/or Manager and maintains a portfolio of approximately 15 clients. The role reports directly to the Partner of the Client Accounting & Advisory Services Department. Overtime is available but is generally limited to January.

The Associate performs monthly transactional accounting, payroll processing and reporting, and state and city excise tax preparation and filing. The role also involves organizing and analyzing client data, maintaining accurate books, communicating promptly and professionally with clients, assisting with month-end close, and improving accounting workflows and processes.

Requirements

• Bachelor’s degree in Accounting or a related field.
• 1–2 years of experience in client accounting, bookkeeping, or a similar role; public accounting or outsourced accounting experience is preferred.
• Working knowledge of accounts payable and receivable, bank and credit card reconciliations, payroll processing, payroll tax reporting, and excise tax filings, with the ability to perform these tasks with minimal training.
• Solid understanding of accounting principles.
• Ability to work with large data sets and turn them into clear, accurate information.
• Strong skills in QuickBooks Online, Excel, Word, and Outlook.
• Ability to quickly learn new software applications.
• Effective written and verbal communication skills and comfort interacting directly with clients.
• Detail-oriented and organized, with the ability to manage deadlines across multiple clients.
• Problem-solving mindset, including questioning established practices and seeking more efficient ways to complete work.

Nice To Haves

• CPA designation, another technical certification, or progress toward one.
• Month-end close experience.
• Experience using Bill.com, Paychex, and Expensify.
• Familiarity with Slack and Monday.com.

Responsibilities

• Maintain a portfolio of approximately 15 clients, working alongside a Senior and/or Manager in a client-facing role.
• Perform monthly transactional accounting in QuickBooks Online, including accounts payable, accounts receivable, bank reconciliations, and credit card reconciliations.
• Prepare and process payroll and complete quarterly and annual payroll tax reporting.
• Prepare and file state and city excise tax returns.
• Organize and analyze large volumes of client data for bookkeeping, payroll, and excise tax preparation.
• Maintain clean, accurate, and consistent books across assigned clients.
• Anticipate client needs and respond to client emails and calls promptly and professionally.
• Assist with month-end close procedures, with opportunities to assume greater ownership over time.
• Evaluate workflows and processes, identify inefficiencies, and lead the design and implementation of improvements.
• Perform other duties as assigned by department management.

Benefits

• Medical, dental, and vision coverage, including dependent coverage, for employees working 30 or more hours per week.
• Health Care and Dependent Care Flexible Spending Accounts.
• Employer-paid life and disability insurance.
• 401(k) plan with employer match.
• Flexible time off (PTO).
• 13 paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level