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Client Accounting Services Associate Jobs in Georgia

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

Client Service Associate -- Sandy Springs We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.

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Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

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Client Accounting Services Associate information

What is a client accounting services associate?

Client Accounting Services Associates are professionals who provide outsourced accounting and bookkeeping services to clients, often on behalf of an accounting firm. Their responsibilities typically include managing accounts payable and receivable, preparing financial statements, reconciling bank statements, processing payroll, and assisting with tax preparation. They work closely with clients to ensure accurate financial records and compliance with relevant laws and regulations. This role requires strong attention to detail, proficiency with accounting software, and excellent communication skills.

What are the key skills and qualifications needed to thrive as a client accounting services associate?

To excel as a Client Accounting Services Associate, you need a solid understanding of accounting principles, financial reporting, and often a degree in accounting or a related field. Familiarity with accounting software such as QuickBooks, Xero, or Sage, and sometimes relevant certifications like CPA or CMA, is typically required. Attention to detail, strong organizational skills, and effective client communication help distinguish top performers in this role. These competencies ensure accurate financial records, efficient client service, and compliance with regulatory standards.

What are some common challenges faced by client accounting services associates, and how can they be effectively managed?

Client Accounting Services Associates often juggle multiple client accounts with varying reporting timelines and unique requirements, which can pose challenges in time management and organization. Staying current with evolving accounting regulations and client-specific processes is also crucial. Effective communication, strong organizational skills, and utilizing accounting software can help manage these challenges. Collaboration with team members and proactive client updates are essential for delivering accurate and timely services.

What do client accounting services associates do?

Client Accounting Services Associates are responsible for managing and maintaining clients' financial records, including bookkeeping, reconciliations, and financial reporting. They often use accounting software such as QuickBooks or Xero and may assist with payroll, invoicing, and tax preparation tasks to ensure accurate financial data for clients.

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Client Accounting Services Associate jobs near you

Client Accounting Services (CAS) Accountant

Staff Financial Group

Atlanta, GA • On-site

$65K - $75K/yr

Full-time

Posted 20 days ago

Job description

Client Accounting Services (CAS) Accountant

Founder-Focused Family Office / Wealth Management

Location: Remote
Compensation: Targeting $65,000–$75,000, based on experience
Industry: Family Office / Wealth Management / Client Accounting Services

The Opportunity

A rapidly growing, founder-focused wealth management and advisory firm is seeking a Client Accounting Services (CAS) Accountant to bring its outsourced client accounting function in-house.

The firm provides a family-office-style solution for entrepreneurs and business owners, bringing together wealth management, accounting, tax, and CFO advisory services under one coordinated relationship.

The firm currently serves approximately 19 advisory clients, with 12 clients already utilizing ongoing bookkeeping and accounting services. As the practice continues to grow, the goal is to build a scalable internal Client Accounting Services function capable of supporting approximately 20+ recurring clients.

This is not a transactional bookkeeping position. The CAS Accountant will take ownership of each client's books, complete the monthly close, maintain accurate financial records, and ensure financial information is ready for management reporting and advisory services.

Key Responsibilities

  • Manage monthly accounting for a portfolio of privately held businesses and entrepreneur/founder clients

  • Maintain client accounting records primarily within QuickBooks Online

  • Perform bank, credit card, and balance sheet reconciliations

  • Review and properly classify transactions

  • Manage the complete month-end close process

  • Produce timely and accurate monthly financial statements

  • Maintain clean, accurate, and tax-ready books

  • Research and resolve accounting discrepancies

  • Support accounts payable, accounts receivable, and other accounting activities as needed

  • Coordinate payroll accounting for clients utilizing payroll services

  • Work closely with the firm's wealth management and CFO advisory professionals

  • Prepare client financial information for integration into management reporting and financial dashboards

  • Communicate directly with clients to obtain information and resolve accounting questions

  • Develop standardized processes and close procedures that allow the CAS practice to scale efficiently

The expectation is that this person can independently close the books each month rather than simply perform transaction entry. The completed accounting information feeds into the firm's financial dashboard and CFO advisory process.

Ideal Background

  • 3+ years of bookkeeping, accounting, or Client Accounting Services experience

  • Experience managing accounting for multiple clients simultaneously

  • Strong QuickBooks Online experience

  • Hands-on month-end close experience

  • Strong reconciliation and general ledger skills

  • Experience preparing monthly financial statements

  • CPA firm, outsourced accounting, CAS, or professional services experience strongly preferred

  • Experience working with privately held businesses and business owners is a plus

  • Strong organizational skills with the ability to manage recurring monthly deadlines

  • Comfortable communicating directly with sophisticated clients

  • Ability to work independently in a remote environment

What Makes This Opportunity Different

This position sits at the intersection of accounting, wealth management, and CFO advisory.

Rather than simply producing financial statements and moving on to the next client, the accounting work becomes part of a larger advisory relationship designed to give entrepreneurs and business owners a coordinated view of their business finances, taxes, and personal wealth.

The firm's long-term vision is to continue bringing financial services in-house, beginning with Client Accounting Services, followed by expanded tax capabilities and eventually additional CFO-level advisory resources.

For the right accounting professional, this provides an opportunity to join early, help build the CAS function, develop deeper client relationships, and grow as the organization expands.