Senior Associate [Client Advisory & Management Services Group]

Overview

A professional services firm is seeking a Senior Associate to join their Client Advisory & Management Services (CAMS) practice. This role supports clients by strengthening and modernizing finance and accounting functions through hands-on assistance with accounting, financial reporting, month-end close, audit readiness, budgeting, and process improvement. The CAMS team serves a diverse client base including entrepreneurial, growth-stage, and middle-market organizations across various industries.

This position is remote, with occasional requirements to attend office locations for client work, team meetings, or training sessions.

Responsibilities

• Supervise and review work performed by bookkeepers, including monthly bookkeeping and financial reporting
• Manage non-routine client projects as needed
• Serve as a resource to other team members
• Assist with onboarding new clients
• Document policies and procedures related to bookkeeping processes
• Utilize QuickBooks Online and BILL software (experience preferred)
• Support budgeting, invoicing, and payroll activities

Requirements

• Bachelor's or Master's degree in Accounting or Taxation preferred
• CPA, JD, or EA credentials preferred but not required
• 3-5 years of experience in a public accounting firm
• At least 1 year of supervisory experience
• Ability to lead, manage, and develop staff in a collaborative team environment
• Strong proficiency with Microsoft Excel
• Solid working knowledge of Microsoft Office and QuickBooks Online
• Excellent organizational, communication, and presentation skills (both verbal and written)

Preferred Qualifications

• Experience with QuickBooks Online and BILL software
• Familiarity with budgeting, invoicing, and payroll processes

Compensation & Benefits

• Flexible work environment with hybrid and remote options
• Generous paid time off
• Expanded parental leave
• Extensive learning and development opportunities
• Paid time off for volunteer activities

Location

This is a remote position; however, occasional presence at an office location may be required with scheduled notice for client work, team meetings, or training.

The organization is committed to building a diverse, equitable, and inclusive workplace and encourages candidates who may not meet every qualification to apply. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability.