Senior Associate, CAAS | Back Office Solutions

Overview

This role supports client financial operations within the CAAS | Back Office Solutions team. Responsibilities center on cash management, general ledger review, and month-end bank reconciliations, while also contributing to team effectiveness through training and mentoring.

Responsibilities

• Monitor cash activity, including client deposits and sales, to ensure accuracy and integrity of financial data
• Review and validate general ledger entries and account coding for accuracy and consistency
• Prepare and submit month-end bank reconciliations for client accounts
• Train and onboard new staff members to support team effectiveness and consistency
• Support the 1099 preparation process for clients
• Provide backup coverage across team functions as needed
• Assist with special projects as assigned

Requirements

• 2–3 years of bookkeeping experience
• Working knowledge of general ledger and bank reconciliation processes
• Proficiency with Microsoft Suite (Excel, Word, PowerPoint, Teams)
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities simultaneously and adapt to shifting demands
• Strong critical thinking skills with an aptitude for learning and navigating new software platforms
• Preferred: Experience with double-entry bookkeeping

Leadership & Collaboration

• Building relationships
• Adaptability
• Client focus
• Driving execution
• Continuous improvement
• Communication

Compensation & Benefits

Full-time benefits may include:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and a discretionary time off structure
• Parental Leave (coverage for both primary and secondary caregivers)
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group, and individual performance
• Incentive compensation related to origination of new client sales
• Top-rated wellness program
• Flexible working environment including remote and hybrid options

Equal Opportunity Employer

The organization is an Equal Opportunity Employer and encourages diversity in the workplace. All qualified applicants receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information; citizenship status; military service obligations; or any other category protected by applicable federal, state, or local law.

Additional Notes

AI tools may be used to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools support the recruitment team but do not replace human judgment. Final hiring decisions are made by humans.