CAAS Associate - Nonprofit Industry

CliftonLarsonAllen Wealth Advisors, LLC; King of Prussia (PA); On-site; USD 65,000 - 80,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking an Associate for the CAAS Non-Profit Industry team in King of Prussia, PA. The role involves client service, day-to-day transactions, and month-end processing, supporting senior staff in closing books and preparing statements.

The ideal candidate has accounting/financial experience, a Bachelor's degree, and a willingness to handle multiple tasks across clients.

Qualifications

• Accounting and financial experience is preferred.
• Bachelor's degree is required.

Responsibilities

• Gains ability to handle multiple clients, software, and chart of accounts daily.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements and account reconciliations (bank, credit card, prepaids, assets, accruals).
• Completes sales tax returns, Form 1099s, and other items as requested by clients.

Skills

Accounting experience

Education

Bachelor's degree

Job description

CAAS Associate - Nonprofit Industry### CAAS Associate - Nonprofit IndustryApply: King of Prussia, PA: Full time: Posted Today: R18350CLA 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 9,000 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 an **Associate** to join our **CAAS (Non-Profit Industry)** team based out of our **King of Prussia, PA** office. **Job Responsibilities:*** **Client Service**: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.* **Day to Day Transactions**: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.* **Month End Processing**: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.* **Quarterly/Annual Processing**: Completes sales tax returns, Form 1099s and other forms or items as requested by clients. **Job Requirements:*** Accounting and financial experience is preferred.* Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. #LI -SW1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. **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. To view a complete list of benefits, click here.