Client Accounting Services (CAS) Staff Accountant

Melton & Melton, LLP; Houston (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Melton & Melton, LLP, a Houston-based public accounting firm, is seeking a CAS Staff Accountant to maintain client financial records and support outsourced accounting services. The ideal candidate will be a QuickBooks Online expert, with strong Excel skills and solid communication with clients and management.

Responsibilities include reconciliations, journal entries, financial statements, month-end close, and tax data preparation.

Qualifications

• QuickBooks Online Expertise: Extensive, demonstrable experience working within QuickBooks Online is required for this role.
• Education: Bachelor’s degree in Accounting or Business Administration required.
• Technical Proficiency: Advanced proficiency in the Microsoft Office Suite, with a particular emphasis on Excel.
• Communication: Excellent written and verbal communication skills for interacting with both clients and internal management.
• Organization: Strong organizational and time management skills with the ability to manage

Responsibilities

• QuickBooks Online Management: Serve as the primary user for client QuickBooks Online files, ensuring all data is entered accurately and Troubleshoot technical issues within the platform.
• General Ledger Maintenance: Perform monthly bank and credit card reconciliations and record necessary journal entries.
• Financial Preparation: Assist in the production of periodic financial reports, including balance sheets and income statements, ensuring compliance with appropriate accounting frameworks.
• Month-End Support: Assist the CAS Manager with month-end and year-end closing processes for clients.
• Tax Compliance Support: Prepare data for sales tax filings and assist with the preparation of annual 1099 reports.
• Process Efficiency: Identify opportunities to streamline client accounting workflows through the use of integrated QuickBooks apps and paperless tools.
• Collaborative Support: Work closely with CAS Clerks to oversee accurate transaction coding and provide backup support for complex accounts payable or receivable issues.
• Audit Readiness: Organize and provide documentation to external auditors as directed by management.

Skills

QuickBooks Online

Excel

Microsoft Office

Communication

Organization

Time management

Education

Bachelor’s degree in Accounting or Business Administration

Tools

QuickBooks Online

Microsoft Excel

Job description

Client Accounting Services (CAS) Staff Accountant

At Melton & Melton, LLP, we believe our greatest strength is our people. As a Houston based public accounting firm, we’ve built our reputation on strong relationships, collaboration, and a shared commitment to serving our clients and our community.

Melton & Melton’s Client Accounting Services (CAS) team serves as an outsourced accounting department for companies of all sizes. We know our clients personally and provide timely financial results and strategic financial advice that helps their businesses grow. Our goal is to provide our clients with financial and accounting support so they can focus on running their businesses.

Job Description

The CAS Staff Accountant is a mid-level professional responsible for maintaining the financial records for a variety of clients. The ideal candidate will be a technical expert in QuickBooks Online, ensuring that client data is accurate, reconciled, and ready for management review.

Responsibilities

• QuickBooks Online Management: Serve as the primary user for client QuickBooks Online files, ensuring all data is entered accurately and troubleshooting technical issues within the platform.
• General Ledger Maintenance: Perform monthly bank and credit card reconciliations and record necessary journal entries.
• Financial Preparation: Assist in the production of periodic financial reports, including balance sheets and income statements, ensuring compliance with appropriate accounting frameworks.
• Month-End Support: Assist the CAS Manager with month-end and year-end closing processes for clients.
• Tax Compliance Support: Prepare data for sales tax filings and assist with the preparation of annual 1099 reports.
• Process Efficiency: Identify opportunities to streamline client accounting workflows through the use of integrated QuickBooks apps and paperless tools.
• Collaborative Support: Work closely with CAS Clerks to oversee accurate transaction coding and provide backup support for complex accounts payable or receivable issues.
• Audit Readiness: Organize and provide documentation to external auditors as directed by management.

Qualifications

• QuickBooks Online Expertise: Extensive, demonstrable experience working within QuickBooks Online is required for this role.
• Education: Bachelor’s degree in Accounting or Business Administration required.
• Technical Proficiency: Advanced proficiency in the Microsoft Office Suite, with a particular emphasis on Excel (pivot tables, VLOOKUPs, and complex formulas).
• Communication: Excellent written and verbal communication skills for interacting with both clients and internal management.
• Organization: Strong organizational and time management skills with the ability to manage