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Client Accounting Services Associate Jobs in Oregon

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

... of services to our clients under one roof. The Job The Senior Accounting Manager provides firmwide leadership for client accounting delivery, team development, and process optimization, while ...

Senior Accounting Manager

Bend, OR ยท On-site

$80K - $120K/yr

... of services to our clients under one roof. The Job The Senior Accounting Manager provides firm-wide leadership for client accounting delivery, team development, and process optimization, while ...

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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.

What are the most commonly searched types of Client Accounting Services jobs in Oregon?

The most popular types of Client Accounting Services jobs in Oregon are:

What cities in Oregon are hiring for Client Accounting Services Associate jobs?

Cities in Oregon with the most Client Accounting Services Associate job openings:

Client Accounting Services - Manager

Bend, OR โ€ข On-site

Full-time

Re-posted 14 days ago


Job description

Jones & Roth is seeking an experienced CAAS Accountant to support small- to mid-size business clients across the firm, with a strong connection to the Central Oregon business community.
This role blends full-cycle accounting, technology, and advisory services-helping clients improve financial visibility, streamline processes, and make better decisions.
What You'll Do
  • Manage full-cycle accounting, including payroll and month-end close
  • Deliver timely financial reporting with insights and recommendations
  • Build and maintain KPIs and dashboards using Syft
  • Provide financial oversight and review of client accounting
  • Improve processes, workflows, and internal controls
  • Support cloud-based systems (QuickBooks Online and integrated apps)
  • Assist with budgeting, cash flow tracking, and forecasting
  • Identify trends and communicate actionable insights
  • Supervise staff and interns

What You Bring
  • Full cycle accounting experience (including payroll)
  • Strong QuickBooks Online skills (certification preferred)
  • Experience with cloud-based accounting tools; Syft or similar a plus
  • Ability to develop and track KPIs and financial metrics
  • Process-oriented mindset with strong attention to detail
  • Excellent communication and client relationship skills
  • Experience reviewing work and supporting team development
  • Organized, proactive, and comfortable managing multiple clients