CAAS Lead: Client Accounting & Advisory

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

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.