Client Accounting & Advisory Services Associate

Ascend Partner Firms • Kirkland, WA

7d

About The Position

The Client Accounting & Advisory Services Associate is part of a group that provides outsourced accounting services to small and medium-sized companies and family offices, focusing primarily on closely held businesses throughout the Pacific Northwest. The associate maintains a portfolio of approximately 15 clients and works alongside a Senior and/or Manager in a client-facing role. This is a full-time hourly position with overtime available, generally limited to January, and reports directly to the Partner of the Client Accounting & Advisory Services Department. The firm seeks an accountant who performs the work while also looking for ways to improve how it is done.

Requirements

• Bachelor of Arts or Bachelor of Science 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.
• A problem-solving mindset, including willingness to question existing practices and seek more efficient ways of working.

Nice To Haves

• CPA designation or other 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 the 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, including quarterly and annual payroll tax reporting.
• Prepare and file state and city excise tax returns.
• Organize and analyze large volumes of client data and distill it into accurate, usable information 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 take on greater ownership over time.
• Evaluate existing workflows and processes, identify inefficiencies, and lead the design and implementation of improved solutions.
• 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