Client Accounting & Advisory Senior Associate

MMB Accounting; New York (NY); On-site; USD 65,000 - 76,000; Full time

Benefits offered by this job

CPA exam reimbursement

401K & profit-sharing

Sixteen holidays

Vacation package

Unlimited sick time

Job summary

MMB Accounting in Latham, NY seeks a Client Accounting Services (CAS) Senior Associate to support bookkeeping, month-end close, and financial reporting for a diverse client base. You will assist with QuickBooks Online and other accounting software, prepare financial statements, and engage in advisory activities on projects and process improvements.

The role emphasizes client service, collaboration with the advisory team, and exposure to technology initiatives, dashboard development, and

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field required.
• 2+ years of relevant accounting, finance or advisory experience preferred.

Responsibilities

• Support bookkeeping, month-end close, account reconciliations, and financial reporting.
• Assist with QuickBooks Online questions, troubleshooting, and client support.
• Prepare monthly financial statements and management reports.
• Participate in client meetings and advisory projects.
• Work on technology initiatives, dashboard development, and process improvements.

Skills

Analytical thinking

Communication

Team collaboration

Problem solving

Education

Bachelor’s degree in Accounting/Finance/Business Administration

Tools

QuickBooks Online

QuickBooks Desktop

SAGE

NetSuite

Power BI

Job description

MMB Accounting in Latham, NY seeks a Client Accounting Services (CAS) Senior Associate to support bookkeeping, month-end close, and financial reporting for a diverse client base. You will assist with QuickBooks Online and other accounting software, prepare financial statements, and engage in advisory activities on projects and process improvements.

The role emphasizes client service, collaboration with the advisory team, and exposure to technology initiatives, dashboard development, and