Accounting Associate (CAAS - Retail)

CliftonLarsonAllen Wealth Advisors, LLC

Boise (ID)

On-site

USD 45,000 - 65,000

Full time

4 days ago
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Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Associate for our CAAS Retail team in Boise, ID. You will support client accounting tasks, perform day-to-day transactions, and assist with month-end.

This role offers exposure to diverse clients and industry-focused wealth advisory services. The position requires a Bachelor's degree or equivalent experience, and a willingness to handle multiple client accounts with accuracy and discretion.

Qualifications

  • Accounting and financial experience preferred.
  • Bachelor's degree required or equivalent combination of related experience and training.

Responsibilities

  • Client Service: Gaining ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
  • Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
  • Month End Processing: Completes financial statements and reconciliations (bank, credit card, prepaids, fixed assets, accruals).
  • Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms as requested by clients.

Skills

Accounting

Education

Bachelor's degree

Job description

Accounting Associate (CAAS - Retail)### Accounting Associate (CAAS - Retail)Apply: Boise, ID: Full time: Posted Today: R18366CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an **Associate** to join our **CAAS (Retail Industry)** team based out of the **Boise, ID** office. **Job Responsibilities:*** **Client Service**: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.* **Day to Day Transactions**: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.* **Month End Processing**: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.* **Quarterly/Annual Processing**: Completes sales tax returns, Form 1099s and other forms or items as requested by clients. **Job Requirements:*** Accounting and financial experience is preferred.* Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. #LI -SW1 -SW1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. **Wellness at CLA**To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here.
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