Senior Accountant - Client Accounting Services (CAS)

Pinion; Kansas City (MO); On-site; USD 56,000 - 85,000; Full time

Benefits offered by this job

Flexible work environment: Remote, hybrid, or in-office arrangements

Health, dental, vision, life, and disability insurance

401k/profit-sharing

Paid time off and holidays

Paid parental leave

Job summary

Pinion is seeking an Assistant Controller to join their Accounting Services team in Kansas City, Missouri. This role blends hands-on accounting with project management, ensuring the delivery of high-quality financial results and leading a team of bookkeepers.

The ideal candidate will have a Bachelor's degree in Accounting and 3-5 years of relevant experience. Strong communication and analytical skills are essential. Flexibility in work arrangements and a comprehensive benefits package are also offered.

Qualifications

• 3 to 5 years of accounting experience preferred.
• Experience with financial reporting.
• Demonstrated success in preparing and presenting accounting client deliverables.
• Prior supervisory or team lead experience is valued.

Responsibilities

• Serve as key contact for clients and coordinate data collection.
• Review financial statements for accuracy and completeness.
• Supervise and train 2-4 bookkeepers.
• Support timely completion of financial close processes.

Skills

Analytical skills

Communication skills

Detail-oriented mindset

Leadership and mentoring

Education

Bachelor’s degree in Accounting

Tools

QuickBooks Online

QuickBooks Desktop

Xero

Job description

Assistant Controller (Accounting Services)

As an Assistant Controller on Pinion’s Accounting Services (PAS) team, you’ll play a critical role in delivering high‑quality financial results while collaborating with others. This role combines hands‑on accounting expertise with project management and meaningful client interaction, making it ideal for professionals who enjoy both detail and leadership.

Key Responsibilities

Client Service & Relationship Management

• Serve as the key point of contact for clients, coordinating the collection of financial data and supporting documentation
• Collaborate with the PAS Controller to assess and implement client reporting requirements in accordance with service agreements
• Support client onboarding activities, ensuring timely and accurate setup of accounting processes and deliverables

Financial Reporting & Close Management

• Review financial statements and supporting workpapers to ensure accuracy, completeness, and adherence to accounting standards
• Support the timely completion of monthly, quarterly, and annual close processes in alignment with established deadlines
• Partner with the PAS Controller to enhance financial reporting packages and deliverables

Team Leadership & Supervision

• Supervise and provide day‑to‑day oversight of 2-4 bookkeepers
• Train, mentor, and develop team members, ensuring continuous improvement in performance and technical skills
• Demonstrate leadership by proactively managing projects and guiding team execution

Process Improvement & Documentation

• Develop, document, and maintain standardized and client‑specific accounting processes and workflows
• Create and refine financial reporting templates based on client requirements and service agreements
• Identify opportunities for process improvements and drive implementation in collaboration with leadership

Systems & Technology

• Provide support for internal teams and external clients related to accounting systems and software utilization
• Troubleshoot system and process issues, ensuring effective resolution and improved efficiency

Qualifications

• Bachelor’s degree in Accounting
• 3 to 5 years of accounting experience preferred
• Experience with financial reporting
• Demonstrated success in preparing and presenting accounting client deliverables
• Prior supervisory or team lead experience is valued
• Experience working with agricultural clients is a strong plus

Digital Fluency

• Proficiency with QuickBooks Online, QuickBooks Desktop, and Xero; Experience with Basis a plus
• Comfort navigating and learning new technologies, including AI enabled accounting tools and digital workflowsAbility to troubleshoot and support accounting software used by internal teams and clients

Critical Thinking & Professional Skills

• Strong analytical and problem solving abilities
• Excellent communication skills with the ability to explain financial information clearly
• Detail oriented mindset with the ability to balance accuracy and efficiency
• Demonstrated ability to mentor, coach, and build trust within a team

Benefits

• Flexible work environment: Remote, hybrid, or in‑office arrangements
• A people‑centered culture, with fun included among our core firm values
• A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
• Freedom to explore your areas of interest
• Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life, and disability insurance, 401k/profit‑sharing, paid time off and holidays, flexible work arrangements, and paid parental leave.

Compensation

In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are based on the facts and circumstances of each case. A reasonable estimate of the current range is $56,000 to $85,000/year.

EEO

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