Client Accounting & Advisory Associate

MMB+CO; Latham (NY); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

16 paid holidays in 2026

Vacation package + unlimited sick time

CPA Exam reimbursement up to $25,000

Paid professional dues and licenses

401(k) & profit-sharing plans

Firm events

Job summary

MMB+CO is seeking a Client Accounting Services (CAS) Associate to join our Advisory Division. This role builds a foundation in accounting, financial reporting, client service, and advisory support for diverse industries.

You will support bookkeeping, month-end close, financial reporting, and reporting projects while engaging with Senior Associates, Managers, and Principals. First six months require in-person work, with potential flexibility thereafter.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• MBA, MS Finance, CPA, EA, or other advanced credentials are a plus.

Responsibilities

• Support bookkeeping, month-end close, account reconciliations, and financial reporting.
• Assist with client meetings, advisory support, and presentations.
• Participate in technology initiatives, dashboards, automation, and reporting enhancements.
• Work on special projects to improve processes for clients and the CAS practice.

Skills

Problem solving

Analytical thinking

Written and verbal communication

Team collaboration

Client service orientation

Education

Bachelor’s degree in accounting/finance/business

MBA/CPA or other advanced credentials a plus

Tools

QuickBooks Online

QuickBooks Desktop

Sage

NetSuite

Power BI

Job description

MMB+CO is seeking a Client Accounting Services (CAS) Associate to join our Advisory Division. This role builds a foundation in accounting, financial reporting, client service, and advisory support for diverse industries.

You will support bookkeeping, month-end close, financial reporting, and reporting projects while engaging with Senior Associates, Managers, and Principals. First six months require in-person work, with potential flexibility thereafter.