Nonprofit CAAS Associate — Finance & Impact

CliftonLarsonAllen Wealth Advisors, LLC

King of Prussia (PA)

In loco

USD 65.000 - 80.000

Tempo pieno

3 giorni fa
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Descrizione del lavoro

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking an Associate for the CAAS Non-Profit Industry team in King of Prussia, PA. The role involves client service, day-to-day transactions, and month-end processing, supporting senior staff in closing books and preparing statements.

The ideal candidate has accounting/financial experience, a Bachelor's degree, and a willingness to handle multiple tasks across clients.

Competenze

  • Accounting and financial experience is preferred.
  • Bachelor's degree is required.

Mansioni

  • Gains ability to handle multiple clients, software, and chart of accounts daily.
  • Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
  • Completes financial statements and account reconciliations (bank, credit card, prepaids, assets, accruals).
  • Completes sales tax returns, Form 1099s, and other items as requested by clients.

Conoscenze

Accounting experience

Formazione

Bachelor's degree

Descrizione del lavoro

CliftonLarsonAllen Wealth Advisors, LLC (CLA) is seeking an Associate for the CAAS Non-Profit Industry team in King of Prussia, PA. The role involves client service, day-to-day transactions, and month-end processing, supporting senior staff in closing books and preparing statements.

The ideal candidate has accounting/financial experience, a Bachelor's degree, and a willingness to handle multiple tasks across clients.

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