Client Accounting Services (CAS) Senior Associate

MMB+CO; Latham (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

16 paid holidays

Vacation package and unlimited sick

CPA exam reimbursement

Professional dues and licenses

401(k) and profit sharing

Firm events

Job summary

MMB+CO in Latham, NY seeks a Client Accounting Services Senior Associate to help with bookkeeping, month‑end close, financial reporting, and advisory support for diverse client engagements. You will work closely with senior team members and participate in technology initiatives and process improvements.

The role requires problem solving, client interaction, and a desire for long‑term growth in accounting and advisory services, with in‑person work for the first six months and possible flexibility

Qualifications

• 2+ years of relevant experience in accounting, finance, consulting, or a related field.
• Bachelor’s degree required; MBA/CPA/EA or equivalent credentials are a plus.
• Experience with QuickBooks Online/Desktop or other systems preferred but not required.
• Strong analytical and problem‑solving abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Support bookkeeping, month‑end close, reconciliations, and financial reporting.
• Assist clients with QuickBooks Online questions and general accounting support.
• Assist with monthly financial statements and management reports.
• Participate in client meetings and support advisory engagements.
• Work in person at client sites as needed and collaborate with the CAS team.

Skills

Analytical skills

Communication skills

Team collaboration

Problem solving

Education

Bachelor’s degree in Accounting/Finance/Business Admin

MBA/CPA/EA or equivalent credentials

Tools

QuickBooks Online

QuickBooks Desktop

SAGE

NetSuite

Power BI

Job description

MMB+CO is seeking a Client Accounting Services (CAS) Senior Associate to join our growing Advisory Division. This position provides an opportunity to build a strong foundation in accounting, financial reporting, client service, and advisory support while working with a variety of businesses and industries.

The CAS Senior Associate will support bookkeeping, month-end close, financial reporting, client service requests, reporting projects, and advisory support activities while working closely with Senior Associates, Managers, Senior Managers, and Principals. The role also includes opportunities to participate in technology initiatives, process improvements, reporting enhancements, automation projects, and other special projects that support both clients and the continued growth of the CAS practice.

This position is ideal for an individual who enjoys solving problems, learning new technologies, working directly with clients, and developing a long-term career in accounting and advisory services.

A Closer Look At The Role:

Client Accounting Services

• Support bookkeeping, month-end close, account reconciliations, and financial reporting activities.
• Assist clients with QuickBooks Online questions, troubleshooting, and general accounting support.
• Support preparation of monthly financial statements and management reports.
• Assist with maintaining accurate financial records and supporting client deliverables.
• Participate in client meetings and gain exposure to advisory and consulting engagements.
• This role includes providing services directly at client sites and requires the flexibility to work from client locations when business needs dictate.

Team & Engagement Support

• Work closely with Senior Associates, Managers, and Senior Managers on client engagements and special projects.
• Support implementation of recommendations, process improvements, and client requests.
• Assist with preparation of financial analysis, reporting packages, and client presentations.
• Participate in special projects and consulting engagements as assigned.
• This role is required to work in person for the first six months, with potential flexibility thereafter based on client and department needs.

Technology & Process Improvement

• Participate in technology initiatives, automation projects, and workflow improvements for both clients and internal operations.
• Assist with dashboard development, reporting enhancements, and process optimization projects.
• Learn and support accounting and business systems utilized by clients and the firm.
• Support initiatives involving reporting, analytics, AI, automation, and process improvement.

Professional Development

• Develop a strong foundation in accounting, finance, client service, and advisory services.
• Gain exposure to controller, CFO, advisory, and consulting engagements over time.
• Participate in training, continuing education, and firm development opportunities.
• Continue building technical, analytical, and client relationship skills.

Qualifications

Education

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

Preferred Experience & Skills

• 2+ years of relevant experience in accounting, finance, consulting, business analysis, or a related field required
• QuickBooks Online, QuickBooks Desktop, or other accounting software such as SAGE or NetSuite experience preferred but not required.
• Experience with Power BI, dashboard development, reporting tools, automation, AI tools, or data analytics is a plus.
• Exposure to budgeting, forecasting, financial analysis, accounting, or advisory-related projects is preferred.
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Demonstrated intellectual curiosity and willingness to learn.
• Ability to manage multiple priorities and work effectively in a team environment.

What We Can Offer You:

• Time: MMB+CO offers 16 paid holidays in 2026, a separate vacation package + unlimited sick time
• Dress for your day
• CPA Exam Reimbursement with up to a $25,000 bonus
• Paid Professional Dues and Licenses
• 401 K & Profit-sharing plans
• Firm events that provide fun ways to socialize with your colleagues

Get To Know Us:

At MMB+CO, our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB+CO has over 200 employees with locations in Canandaigua, Elmira, Latham, Rochester, and Queensbury. Our deep-rooted culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB+CO is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.