CAAS Senior

Ascend Partner Firms

1d•Onsite

About The Position

This position is responsible for assisting clients with a variety of accounting services. They read, analyze, and interpret information presented from investment and trust companies, understand their situations, develop an approach to get the work done, and effectively discuss financial statement reporting to clients and other third party representatives.

Requirements

Bachelor’s degree with 2-5 years of tax, auditing or accounting at a public accounting firm.
Candidate will also have experience in a professional office setting with extensive client contact.
Ability to anticipate the needs of clients and make independent decisions of a significant matter.
Demonstrates the ability to understand new company set-up using write-up software and be able to effectively train clients and staff on software, accounting and payroll issues.
Able to utilize a variety of computerized in-house software platforms for the electronic preparation of tax returns, payrolls and reports, in a paper-less environment.
Excellent customer service skills; ability to communicate clearly with a variety of people, in one-to-one and small group settings – either face-to-face, by telephone, or by other electronic means – ability to communicate in an informative manner, effectively listen, and be able to handle escalating situations with concern and confidence.
Possesses superior knowledge of Software Platforms used.
Ability to deal effectively and professionally with people; proven capabilities in establishing appropriate professional rapport, with courtesy and tact, to accurately determine other’s needs, collect necessary information, and follow-through when requested.
Ability to keep client information confidential.

Responsibilities

Accounting for investments on a monthly, quarterly, or annual basis to provide clients with traditional and/or trust accounting financial statements.
Interviews clients for a variety of accounting service needs and requests necessary information from clients through email, face-to-face meetings, or telephone conversations when preparing clients’ return, reports and compilations, etc.
Reads, analyzes and interprets information presented by clients, understands their situations, develops effective approaches to performing their work, and recommends systems and procedures to clients.
Trains, mentors, develops, and motivates staff to provide exceptional client service while working as a cohesive, collaborative team.
Provides cash management service, including maintaining adequate cash balances to service accounts payable and payroll needs and transferring of funds as needed.
Composes correspondence to staff, clients, and governing agencies, or other correspondence as required by the position.
Reconciles trial balances for clients, converts cash basis to accrual and assists Client Service Partners with unusual, complex accounting issues, and reconciles equity accounts to the tax returns for various types of entities.
Plans and oversees projects and works accurately, efficiently, and within budgets while organizing, scheduling and prioritizing work involving multiple engagements while bringing all to a successful completion.
Proficient in tasks, as well as assisting others in performing the tasks, including: reconciling bank statements, financial statements, reconciling accounts and making journal entries, reconciling W-2’s at year end with quarterly payroll tax reports and balancing to the general ledger.
Performs other duties as assigned.