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 their 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 the possibility of occasional in-office presence 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, verbal, written communication, and presentation skills

Preferred Qualifications

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

Compensation & Benefits

• Competitive total rewards package including generous paid time off
• Flexible work environment
• Expanded parental leave
• Extensive learning and development opportunities
• Paid time off for volunteer activities

Location

• Remote position with potential occasional travel to office locations as required

The organization is committed to diversity, equity, and inclusion and encourages candidates from all backgrounds to apply. Reasonable accommodations are available for individuals with disabilities during the recruitment process.