Senior Client Accounting Services Associate

Rodefer Moss & Co PLLC•Knoxville, TN

About The Position

Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team! Our CAS team partners with businesses across a variety of industries, providing outsourced accounting, bookkeeping, payroll, and financial reporting services. This position is ideal for an experienced accounting professional who enjoys serving as a trusted resource for clients, managing multiple engagements, and helping business owners make informed financial decisions.

Requirements

Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
3-5+ years of full-charge bookkeeping, accounting, outsourced accounting, or client accounting services experience required.
Strong understanding of accounting principles and financial statement preparation.
Experience managing multiple clients and competing deadlines.
Proficiency with QuickBooks Online and other cloud-based accounting platforms.
Advanced knowledge of bank reconciliations, journal entries, and month-end close procedures.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication skills.
Strong attention to detail and commitment to delivering exceptional client service.
Ability to work independently while collaborating effectively with team members.
Proficiency with Microsoft Office Suite, particularly Excel.

Responsibilities

Managing day-to-day accounting functions for a portfolio of clients.
Reviewing and recording client transactions while maintaining accurate general ledger accounts.
Preparing and reviewing bank, credit card, and balance sheet reconciliations.
Performing month-end and year-end closing procedures.
Preparing monthly, quarterly, and annual financial statements and management reports.
Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
Processing payroll and maintaining compliance with payroll tax requirements.
Preparing payroll tax, sales tax, and other business tax filings.
Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
Assisting clients with accounting software, process improvements, and best practices.
Collaborating with team members to deliver accurate, timely, and high-quality client service.
Supporting onboarding, mentoring, and training efforts for junior staff as needed.
Identifying opportunities to provide additional value and advisory support to clients.