Accounting Analyst - CAAS (Construction) — Flexible PTO

CliftonLarsonAllen Wealth Advisors, LLC; Dallas, Wenatchee, Sacramento (TX, WA, CA); On-site; USD 32,000 - 55,000; Full time

Benefits offered by this job

Flexible PTO

Paid parental leave

Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking an Analyst for the CAAS (Nonprofit Industry) group in one of several offices—Dallas, TX; Wenatchee, WA; or Sacramento, CA. The role involves handling clients, accounts, and general ledger tasks with close attention to month-end activities.

You will process transactions, assist with tax-related workpapers, and support staff in producing financial statements, while leveraging CLA’s flexible PTO and enrichment programs.

Qualifications

• Accounting and financial experience is preferred.
• High School Diploma or equivalent is required.

Responsibilities

• Client Service: Support in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Day to Day Transactions: Process or record accounts payable, cash disbursements, accounts receivable, cash receipts and payroll postings.
• Month End Processing: Prepare reconciliations and basic to moderate financial statements.
• Other Quarterly/Annual Processing: Aid in sales tax returns, Form 1099s, and audit workpapers for clients.

Skills

Accounting

Finance

Education

High School Diploma or equivalent

Job description

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking an Analyst for the CAAS (Nonprofit Industry) group in one of several offices—Dallas, TX; Wenatchee, WA; or Sacramento, CA. The role involves handling clients, accounts, and general ledger tasks with close attention to month-end activities.

You will process transactions, assist with tax-related workpapers, and support staff in producing financial statements, while leveraging CLA’s flexible PTO and enrichment programs.