Client Accounting Services (CAS) Senior Associate

Abipcpa; San Antonio (TX); Presencial; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

Abipcpa in Texas invites a CAS Senior to deliver high-quality accounting and advisory services for mid-market clients. You will run engagements, supervise data gathering, and leverage QuickBooks for accurate bookkeeping and reporting while meeting firm standards.

This role requires public accounting experience, strong Excel skills, and the ability to manage multiple engagements onsite in Houston, with opportunities for professional growth and collaborative, hybrid-friendly work practices.

Qualificações

• Prior public accounting experience required.
• Proficiency with QuickBooks (QB) for client bookkeeping and reporting.
• Solid understanding of accounting fundamentals and financial statement preparation.
• Strong reconciliation and documentation skills; ability to trace transactions and ensure completeness.
• Excellent communication skills with clients and team members.
• Strong organizational skills and ability to manage multiple engagements under deadlines.
• Proficiency with Microsoft Excel (required) and comfort working with accounting/reporting tools.
• Ability to work onsite in Houston.

Responsabilidades

• Perform and review accounting engagements for a range of client industries (e.g., compilations, reviews, and related accounting support).
• Prepare, maintain, and analyze general ledger activity and financial statement components.
• Lead client data gathering, transaction coding, and reconciliation workflows using QuickBooks.
• Support month-end and year-end close processes, including reconciliations (bank, credit cards, A/R, A/P, and other key accounts).
• Work with clients to ensure accurate and timely financial records and documentation.
• Coordinate with managers on engagement planning, scope, timelines, and deliverables.
• Identify issues, proposes solutions, and resolve client questions.
• Maintain engagement workpapers and documentation in accordance with firm policies.
• Assist with onboarding and training junior staff as needed.
• Support additional firm needs such as special projects, internal process improvements, and quality reviews.

Conhecimentos

Public accounting experience

QuickBooks

Accounting fundamentals

Reconciliation

Communication skills

Organization skills

Excel

Onsite in Houston

Formação académica

CPA-track or relevant credentials

Ferramentas

CCH or similar tools

Descrição da oferta de emprego

Our CAS team acts as an outsourced finance and accounting department tailored to mid-market companies, closely held businesses, and entrepreneurs within our Texas communities.

The CAS Senior is responsible for delivering high-quality accounting and advisory client serviceswork, ensuring work is completed accurately, timely, and in accordance with firm standards andprofessional guidelines. This role requires prior public accounting experience and strong skillsusingQuickBooks(QB)forclientbookkeepingandreportingsupport.

KeyResponsibilities

• Perform and review accounting engagements for a range of client industries (e.g.,compilations,reviews,andrelatedaccountingsupport).
• Prepare,maintain,andanalyzegeneralledgeractivityandfinancialstatementcomponents.
• Lead client data gathering, transaction coding, and reconciliation workflows usingQuickBooks.
• Support month-end and year-end close processes, including reconciliations(bank,creditcards,A/R,A/P,andotherkeyaccounts).
• Workwithclientstoensureaccurateandtimelyfinancialrecordsanddocumentation.
• Coordinatewithmanagersonengagementplanning,scope,timelines,anddeliverables.
• Identifyissues,proposesolutions,andresolveclientquestions.
• Maintainengagementworkpapersanddocumentationinaccordancewithfirmpolicies.
• Assistwithonboardingandtrainingjuniorstaffasneeded.
• Support additional firm needs such as special projects, internal process improvements,andqualityreviews.

RequiredQualifications

• Priorpublicaccountingexperiencerequired.
• Proficiency with QuickBooks (QB) (including setup, data cleanup, categorization, andreporting).
• Solidunderstandingofaccountingfundamentalsandfinancialstatementpreparation.
• Strong reconciliation and documentation skills; ability to trace transactions and ensure completeness.
• Excellentcommunicationskillswithclientsandteammembers.
• Strongorganizationalskillsandabilitytomanagemultipleengagementsunderdeadlines.
• Proficiency with Microsoft Excel (required) and comfort working with accounting/reportingtools.
• Ability to work onsite/in-office in Houston.

PreferredQualifications(StronglyDesired)

• Experiencewithcomplexreview.
• Exposuretoindustry-specificaccounting(construction,professionalservices,etc.).
• CPA-trackorrelevantaccountingcredentials.
• ExperienceusingCCHorsimilartools.
• Priorexperiencementoringorreviewinglower-levelstaffwork.

Why Join Our Team

• Engage directly with business owners and executive teams, making a measurable impact on their success.
• Be part of a growing CAS practice within a forward-thinking public accounting firm.
• Collaborative and flexible work environment with opportunities for professional development and advancement.
• Competitive compensation, benefits, and hybrid work options.