Client Accounting Associate
About The Position
We offer exciting flexibility in how and where you work — including fully remote options — while still keeping our team connected to the clients who depend on us. For this position, we’re looking for local talent based in the Portland metro area or elsewhere within the Pacific Time Zone who can work remotely and occasionally be onsite for client or team needs. Interviews will be held virtually. A culture where flexibility and balance add up to success. Public accounting is demanding—that’s exactly why Perkins protects balance, autonomy, and well‑being. Our people‑first philosophy means: We trust you with your schedule We encourage you to step away when you need to We prioritize sustainable workflows We don’t believe long hours equal success What works best for you works best for us. Time off to recharge. In addition to 3 weeks of PTO, you'll enjoy: 14.5 paid holidays Paid parental leave & additional leave options Space to rest, recharge, and return at your best A smart move for your career. We’re looking for a Client Accounting Associate to join our growing CAS team—someone who brings strong bookkeeping fundamentals and the curiosity to embrace the future of accounting. Over the next year, our CAS practice is evolving to incorporate automation, AI‑assisted workflows, and smarter advisory services. You’ll be part of piloting new tools, shaping new processes, and helping redefine what best‑in-class client accounting looks like. We’ll give you: Tools and tech that help you work smarter Mentorship programs beyond standard training Leadership access through our open‑door culture A “choose‑your‑own‑adventure” approach to career pathways Self‑selected development courses & meaningful professional growth If you want a role with variety, autonomy, and a future‑ready skill set—you’ll love it here. We hire great people — and give them a great place to thrive.
Requirements
- 4+ years of relevant full-charge bookkeeping or small‑business accounting experience
- High school diploma/GED required; additional accounting coursework a plus
- Experience working with multiple clients at once (public firm experience helpful)
- Proficiency with business software; comfort learning new tools
- Strong communication skills — verbal, written, and with non‑accounting audiences
- Ability to analyze data, solve problems, and make sound recommendations
- A collaborative mindset and commitment to excellent client service
- A valid, insurable driver’s license (occasional local travel)
- Curiosity, adaptability, and enthusiasm for tech‑enabled accounting
Responsibilities
- Manage all bookkeeping tasks for assigned clients (weekly/monthly/quarterly)
- Reconcile bank and credit card transactions; code, analyze, and post journal entries
- Prepare monthly financial statements and related reporting
- Collaborate with the CAS team on financial analysis
- Assist with AP/AR, payroll reconciliation, sales tax filings, and 1099 preparation
- Clean up and improve client books; help clients adopt better processes
- Reconcile books to third‑party systems and troubleshoot discrepancies
- Become proficient in QuickBooks Desktop and Online (ProAdvisor certification within 2 months if not currently held)
- Participate in CAS innovation initiatives: testing automation tools, developing AI literacy, refining workflows
- Work with curiosity, confidentiality, professionalism — and a sense of fun
Benefits
- 401(k) profit sharing with immediate vesting
- Generous paid time off
- Health, dental, vision & disability insurance
- Incentive program for sales leads
- Robust ongoing training (including BDO resources, AI/automation upskilling, and more)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
