Accounting Senior (CAAS - Technology Inudstry)

CliftonLarsonAllen Wealth Advisors, LLC; Green Bay, Northern (WI, KY); On-site; USD 70,000 - 100,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Senior Accountant for CAAS in the Technology sector, based in Green Bay, WI. This role supports client accounting, month-end close, and financial reporting across multiple clients.

You will supervise associates, contribute to audits and tax workpapers, and participate in special projects for internal and client needs.

Qualifications

• 2 years of accounting/financial experience required.
• Bachelor's degree required.

Responsibilities

• Develops understanding of each client’s business/operations and manages multiple clients' accounts.
• Leads day-to-day transactions including accounts payable, cash disbursements, AR, cash receipts and payroll postings.
• Coordinates month-end close, reconciliations, and preparation of financial statements.
• Performs quarterly/annual processing including tax forms and audit workpapers as requested.
• Oversees workflow and quality of work of Associates and Analysts; supports special projects.

Skills

Accounting experience

Financial reporting

Education

Bachelor's degree

Job description

## Accounting Senior (CAAS - Technology Inudstry)Applylocations: Green Bay, WI: Madison, WItime type: Full timeposted on: Posted Todayjob requisition id: R17752CLA 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 **Technology industry** based out of our **Green Bay, 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