Client Advisory Services (CAS) Accountant

Olsen Thielen & Co., LTDRoseville, MN
$65,000 - $75,000Hybrid

About The Position

Olsen Thielen & Co., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is on the lookout for an forward thinking enthusiastic Accountant to bolster our Client Advisory Services (CAS) team. This role offers an unparalleled opportunity to advance your career amidst a culture of integrity, independence, continuous improvement, and professional excellence. Olsen Thielen believes our staff is our greatest asset and is committed to recruiting and nurturing top talent, ensuring each team member achieves their full potential through comprehensive professional development resources. We offer a supportive environment where you're encouraged to be curious, grow, innovate, and excel in your career alongside a firm that truly values your partnership and is forward thinking.

Requirements

  • Associate or BA/BS Degree holder in Accounting with 5+ years of relevant public accounting experience preferred.
  • Proficiency in cloud-based accounting systems, including but not limited to QuickBooks online, Bill.com, Sage Intacct, and Microsoft Office Suite.
  • Comfort using technology to analyze financial data, prepare management reports, identify trends, and support client decision-making.
  • Solid understanding of GAAP principles and bookkeeping practices.
  • Excellent organization, time-management, and critical thinking skills.
  • Outstanding interpersonal and communication abilities with a client-focused approach.
  • Detail-oriented, proactive, and adaptable to overtime during busy periods.
  • Ability to collaborate effectively in a team while managing independent tasks.
  • Authorized to work in the United States and willing to travel locally within the Twin Cities metro area.

Nice To Haves

  • Experience with Excel advanced functions, Power Query, Power BI, or other reporting/dashboard tools is a plus.
  • Curiosity and willingness to learn emerging technologies, including responsible use of AI-enabled tools, automation, and analytics to improve client service and team efficiency.

Responsibilities

  • Independently manage month-end financial statements, reconciliations, forecasts/budgets, and client consulting needs for diverse industries.
  • Report directly to the Manager or Principal overseeing client relationships, ensuring personalized and effective service.
  • Prepare and meticulously maintain financial statements, including complex journal entries, detailed asset listings, and comprehensive reconciliations to ensure accuracy and reliability.
  • Provide personalized, high-level support to clients by addressing bookkeeping needs, delivering effective training, and resolving accounting challenges with professionalism and exceptional care.
  • Take ownership of payroll preparation and review processes, coordinating accounts payable, and ensuring compliance while completing essential tax-related documentation.
  • Prepare and file quarterly payroll forms (e.g., Forms 940, 941, 944) and annual reporting forms (e.g., W-2, W-3, 1099, 1096), demonstrating precision and adherence to regulatory standards.
  • Manage the payroll process by collecting and entering payroll data directly into the payroll provider platform with precision and efficiency.
  • Assist in the documentation of internal processes, facilitating training initiatives, and promoting knowledge-sharing across the team.
  • Demonstrate commitment to protecting confidential client information and following secure practices when using accounting, payroll, and document-sharing systems.

Benefits

  • medical coverage
  • dental coverage
  • vision coverage
  • disability insurance
  • life insurance
  • paid time off
  • paid holidays
  • 401(k) plan with employer contributions
  • profit sharing
  • employee assistance programs
  • family care programs
  • employee referral bonuses
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