Accounting Senior - CAAS NonProfit

CliftonLarsonAllen Wealth Advisors, LLC

Salinas (CA)

On-site

USD 77,000 - 130,000

Full time

2 days ago
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Benefits offered by this job

Health, dental, vision, 401k

Job summary

CLA is seeking a Senior to join our CAAS group in Salinas, CA, supporting our Non-profit industry with outsourced accounting and strategic financial leadership.

Responsibilities include client service across multiple clients, day-to-day transactions, month-end processing, and coordination of tax workpapers; supervising Associates and Analysts to ensure quality deliverables.

Qualifications

  • 2 years of relevant accounting and/or financial experience is required.
  • Bachelor's degree is required.

Responsibilities

  • Develops an understanding of each client’s business and organization operations; manages multiple clients, software, and chart of accounts.
  • Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and payroll postings.
  • Coordinates and reviews month-end close activities and prepares/understands financial statements; reviews general ledger and cashflow.
  • Completes sales tax returns and Form 1099s; prepares audit workpapers and tax workpapers as requested by clients.

Skills

Accounting
Financial experience

Education

Bachelor's degree

Job description

CLA 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 Non-profit Industry based out of our Salinas, CA office. Our logistics team primarily serves clients across the distribution, trucking and transportation, warehousing, and third-party logistics (3PL) sectors, providing outsourced accounting and strategic financial leadership solutions.

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.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The wage range for this position in California is: $76,700.00 - $130,000.00

Benefits
  • Health, dental, vision, 401k and much more.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's privacy policy CLA's privacy policy is available to be viewed on our website.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

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