CAAS Specialist

REDW Advisors & CPAs

Phoenix (AZ)

On-site

USD 33,103 - 42,113

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision, life, disability
401(k) with match
Flexible PTO + 10 holidays
Monthly wellness reimbursement
$150 annual WFH allowance

Job summary

REDW Advisors & CPAs in Phoenix, Arizona, is seeking a Client Accounting Advisory Services Specialist to manage financial reporting, ensure accuracy, and support accounting projects.

The ideal candidate has 3+ years of bookkeeping experience and strong technology skills, especially with Microsoft Office. This position offers a collaborative and inclusive work environment with competitive compensation and benefits.

Qualifications

  • 3+ years of experience in bookkeeping.
  • Certificate of 2-year associates preferred.

Responsibilities

  • Manage day-to-day financial reporting and ensure accuracy.
  • Review and approve account classifications and reconciliations.
  • Identify and resolve missing transactions within the G/L.

Skills

Strong technology skills using Microsoft Office
Interpersonal and relationship building skills
Team player with a positive approach

Education

High school diploma or GED

Job description

Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other. With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing. If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it!

Client Accounting Advisory Services (CAAS) Specialist
What You’ll Do
  • Manage day-to-day financial reporting to ensure accuracy and timely processing of client data
  • Review and approve account classifications, reconciliations (bank, balance sheet, payroll), and general ledger accuracy
  • Identify and resolve missing or inaccurate transactions within the G/L
  • Maintain organized financial records and filing systems (digital and physical)
  • Support accounting projects and perform routine audits of transactional data, reports, and system functionality
What You Bring
  • High school diploma or GED
  • 3+ years of experience in bookkeeping
  • Certificate of 2-year associates preferred
What Sets You Apart
  • Strong technology skills using Microsoft Office 2007 or later
  • Experience working in a paperless environment strongly preferred
  • Strong interpersonal and relationship building skills
  • Team player with a positive “can-do” approach
  • A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas
Compensation
  • Hourly range: $24.03 - $30.57
  • Final offer based on location, experience, skills, licensure, and business need
  • Commitment to fair and equitable pay practices
Benefits
  • Medical, dental, vision, life, disability
  • 401(k) with match
  • HSA and FSA options
Work-Life & Wellness
  • Flexible PTO + 10 holidays
  • Monthly wellness reimbursement
Growth & Development
  • Learning platform + credential support
  • Ongoing development resources
Remote Support
  • $150 annual WFH allowance
  • Tech provided
Culture
  • Award-winning workplace
  • Strong focus on collaboration and inclusion
Equal Opportunity Employer

REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.

If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.

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