Client Accounting & Advisory Services Associate

ClearPoint CPAs

Tennessee

On-site

USD 45,000 - 57,250

Full time

14 days+
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k)
Performance bonuses
Generous PTO

Job summary

ClearPoint CPAs in Tennessee is looking for a detail-oriented Accounting Associate to join their Client Account & Advisory Services Team. This role involves managing day-to-day financial operations, bookkeeping, and client relationship management. The ideal candidate has a degree in Accounting and experience with QuickBooks.

The position offers a competitive salary range of $45,000 - $57,250, comprehensive benefits including health, dental, and generous PTO. If you are motivated to help small to mid-sized businesses thrive, this opportunity is perfect for you.

Qualifications

  • 1–3 years of experience in bookkeeping or small business accounting.
  • Strong working knowledge of QuickBooks Online and QuickBooks Desktop.
  • 1-2 years of payroll experience required.

Responsibilities

  • Perform bookkeeping and general ledger maintenance for multiple clients.
  • Record and reconcile bank and credit card transactions.
  • Collaborate directly with clients acting as their outsourced accounting department.

Skills

Bookkeeping
Attention to detail
Client communication
Problem-solving
Payroll processing

Education

Associate’s or Bachelor’s degree in Accounting or related field

Tools

QuickBooks Online
QuickBooks Desktop

Job description

Description

At ClearPoint CPA’s, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.

We’re building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you’re looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you’ll feel right at home here. Join us and be part of a team committed to helping each other thrive.

We are seeking a detail-oriented and motivated Accounting Associate to join our growing Client Account & Advisory Services (CAAS) Team. In this role, you’ll work directly with clients to manage day-to-day financial operations, provide insightful reporting, and deliver meaningful support that helps small and mid-sized businesses thrive.

If you enjoy bookkeeping, problem-solving, and building lasting client relationships, this is a great opportunity to grow your career in a supportive, modern accounting firm.

Daily Responsibilities:
  • Perform bookkeeping and general ledger maintenance for multiple clients using QuickBooks Online and other platforms
  • Record and reconcile bank and credit card transactions
  • Reconcile accounts payable and receivable
  • Collaborate directly with clients, acting as their outsourced accounting department or advisory partner
  • Assist with sales tax filings, 1099s, and other compliance tasks
  • Willingness to learn how to process payroll and required payroll quarterly filings
Requirements:
  • Associate’s or Bachelor’s degree in Accounting or related field (preferred)
  • 1–3 years of experience in bookkeeping or small business accounting (public accounting experience a plus)
  • 1-2 years of payroll experience required
  • Strong working knowledge of QuickBooks Online and QuickBooks Desktop
  • Attention to detail and ability to manage multiple client engagements efficiently
  • Strong communication skills and a client-first mindset
Benefits:
  • Competitive base salary + performance bonuses
  • Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance.
  • Generous PTO + holidays

Base Pay: $45,000 - $57,250. Offers are determined by the candidate's years of relevant experience, skill level, knowledge, and location.

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