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) team. This role supports clients by strengthening and modernizing their finance and accounting functions through hands-on assistance with accounting, financial reporting, month-end close, audit readiness, budgeting, and process improvement. The 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 and mentor 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 in Microsoft Excel
- Solid working knowledge of Microsoft Office and QuickBooks Online
- Excellent organizational, communication, and presentation skills (both verbal and written)
Compensation & Benefits
- Salary range in New York: $85,000 to $140,000
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to comprehensive learning and development platforms
Location
- Remote position with potential occasional office visits as required
The employer is committed to diversity, equity, and inclusion and encourages candidates who may not meet every qualification to apply. They provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability.