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Client Accounting Services Associate Jobs in Tennessee

Crisler CPA

Senior Accounting Associate

Brentwood, TN · On-site

... Associate. This is primarily an in-office position, then after an introductory period, has the ... You report to the Client Accounting Services Manager. Your Responsibilities * You assist with ...

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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 are the most commonly searched types of Client Accounting Services jobs in Tennessee? The most popular types of Client Accounting Services jobs in Tennessee are:
Client Accounting Services Associate jobs near you

Senior Client Accounting Services Associate

Rodefer Moss & Co

Knoxville, TN • On-site

Other

Posted 9 days ago

Job description

Senior Client Accounting Services (CAS) Associate

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.

As a Senior CAS Associate, your responsibilities will include:

  • 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.

Education, experience, and skills we're looking for:

  • 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.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!

Notice to Third-Party Agencies Rodefer Moss does not accept unsolicited resumes from recruiters or agencies. Any staffing agency, person, or entity that submits an unsolicited resume to this site, or to one of our employees, does so with the understanding that the applicant's resume will become the property of Rodefer Moss. Rodefer Moss will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing agency, person, or entity.

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