Accounting Senior (CAAS - Healthcare and Life Sciences)

CliftonLarsonAllen Wealth Advisors, LLC; Green Bay (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

CLA Wealth Advisors, LLC is seeking a Senior in CAAS for Healthcare & Life Sciences to support Green Bay WI or Appleton WI offices. You will oversee client accounting, supervise associates, and handle month-end close and tax readiness. A Bachelor's in accounting and 2 years' relevant experience are required.

You will manage accounts payable, receivable, cash disbursements, payroll postings, and produce financial statements, with opportunities to contribute to various audits and client projects.

Qualifications

• 2 years of relevant accounting experience required or equivalent combination of related experience and education.
• Bachelor's degree in accounting or related field is required or accepted in lieu of degree.
• Experience serving clients and managing accounting workflows is preferred.

Responsibilities

• Develop understanding of client businesses and manage multiple clients and accounts daily.
• Lead day-to-day transactions including AP, AR, cash receipts and payroll postings.
• Coordinate month-end reconciliations and prepare basic to complex financial statements.
• Complete quarterly/annual processing including sales tax and Form 1099s; prepare audit workpapers.
• Oversee workflow and quality of work of associates; participate in special projects as needed.

Skills

Client service

Accounts payable

General ledger

Payroll processing

Financial reporting

Education

Bachelor's degree in accounting or related field

Job description

## Accounting Senior (CAAS - Healthcare and Life Sciences)Apply: Green Bay, WI: Appleton, WI: Full time: Posted Today: R18164CLA 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 8,500 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 a **Senior** to join our **CAAS (**Client Accounting & Advisory Services) group supporting our **Healthcare & Life Sciences Industry** based out of our **Green Bay WI or Appleton WI** office. **Job Responsibilities:** • **Client Service:** Develops an understanding of each client’s business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis. • **Day to Day Transactions:** Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • **Month End Processing:** Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup. • **Other Quarterly/Annual Processing:** Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients. •**Oversee workflow and quality of work of Associates and Analysts**. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • **Special Projects:** Assists with projects for internal audit, due diligence, system selection, and other consultative projects. **Job Requirements:** • 2 years of relevant accounting and/or financial experience is required.• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. #LI-NM1