CAAS Associate

Templeton Advisors; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Templeton Advisors is seeking an CAAS Accountant to lead multiple client engagements, review financial statements, and provide strategic guidance. The role involves mentoring team members and ensuring timely delivery of services with accuracy.

The ideal candidate has a Bachelor’s degree in accounting and at least 3 years of accounting experience, with strong GAAP knowledge and advanced Excel skills. Proficiency in QuickBooks, Great Plains/MS Dynamics, and Bill.com is preferred.

Qualifications

• Bachelor’s degree in accounting (required).
• Minimum 3 years of accounting experience, preferably with multiple clients.
• Strong knowledge of GAAP.
• Advanced Excel skills (Word & PowerPoint preferred).

Responsibilities

• Lead and manage multiple client engagements.
• Review of financial statements and accounting work.
• Provide strategic guidance and actionable insights to clients.
• Support and mentor team members.
• Ensure timely and accurate delivery of services.
• Collaborate with internal departments to enhance client experience.

Skills

Advanced Excel

GAAP knowledge

General ledger accounting

Education

Bachelor’s degree in accounting

Tools

QuickBooks Online/Desktop

Great Plains/MS Dynamics

Bill.com

Job description

Client Accounting & Advisory Services (CAAS) – Accountant

Overview

Our Client Accounting Services (CAAS) department provides comprehensive back-office accounting support for businesses and high-net-worth individuals. We specialize in the preparation of financial statements, including balance sheets, profit & loss statements, and cash flow reports.

Our CAAS offerings include (but are not limited to):

• Accounting software training
• Cash flow projections
• Data analytics
• Electronic bill processing & payments
• Outsourced CFO services
• Accounts payable and receivable management

The CAS Accountant plays a key leadership role in delivering high-quality accounting services to our clients. This solution-oriented professional will oversee client engagements, review work prepared by team members, meet directly with clients, assist in annual evaluations, and perform other management duties as assigned.

Key Responsibilities:

• Lead and manage multiple client engagements
• Review of financial statements and accounting work
• Provide strategic guidance and actionable insights to clients
• Support and mentor team members
• Ensure timely and accurate delivery of services
• Collaborate with internal departments to enhance client experience

Ideal Candidate Attributes:

• Ability to manage multiple projects in a fast-paced environment
• Proficiency in accounting software and systems
• Deep understanding of general ledger accounting and financial statement preparation

Qualifications:

• Bachelor’s degree in accounting (required)
• Minimum 3 years of accounting experience, preferably with multiple clients
• Strong knowledge of GAAP
• Advanced Excel skills (Word & PowerPoint preferred)
• Experience with QuickBooks Online/Desktop; Great Plains/MS Dynamics a plus
• Familiarity with Bill.com or similar platforms