Outsourced Client Accounting Senior/Manager

Daley And Associates, LLC.; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Daley And Associates, LLC is seeking an Outsourced Client Accounting Senior/Manager to lead client accounting services for a variety of small to mid-size clients. The role focuses on senior accountant and controller functions, general ledger management, and producing timely financial statements.

You will oversee month-end and year-end close, provide insightful reports, support tax planning with CPAs, mentor staff, and help expand client relationships while driving best practices and efficiencies.

Qualifications

• Minimum of 3 years' experience performing CAS operations or 4–5 years in public accounting or private industry accounting.
• Proficiency in QuickBooks Online, Excel, Word and Outlook.

Responsibilities

• Oversee and participate in the production of monthly and year-end financial statements and other records.
• Create analytical reports to help clients understand operating results.
• Perform budget-to-actual analyses for engagements and for client insight.
• Provide timely responses to client inquiries.
• Manage general ledger functions: reconciliations, postings, vendor payments, cash receipts, payroll processing.
• Develop new business while expanding existing client relationships.
• Support CPAs with tax planning and preparation for mutual clients.
• Drive best practices to increase efficiencies.
• Mentor engagement staff and maintain open communication within the CAS team.

Skills

Organizational & time management

Written & verbal communication

Independent & collaborative work

Attention to detail

Tools

QuickBooks Online

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Outsourced Client Accounting Senior/Manager

Looking to join an established CPA Firm as an Outsourced Client Accounting Senior/Manager, this job is for you! As a Client Accounting Services Team member, you will be responsible for providing senior accountant / controller and general ledger management services to small to medium sized clients within a wide variety of industries.

This role provides a clear, structured track offering you the chance to take on increasing responsibility, contribute to strategic decisions, and ultimately play a key role in shaping the future of the firm.

Key Responsibilities:

• Oversee and participate in the production of accurate and timely financial statements and other financial records during both month-end and year-end close.
• Create insightful analytical reports allowing clients to better understand operating results.
• Perform budget to actual analyses for engagements and on behalf of clients that offer useful insight into business operations.
• Provide timely responses to client inquiries.
• General ledger management services include account reconciliations, posting transactions to the general ledger, processing approved invoice payments, applying cash receipts, and processing payroll utilizing the client's third-party processor.
• Develop new client business while maintaining and expanding existing relationships with client personnel.
• Proactively work with CPAs to provide tax planning and preparation support for mutual clients of the CAS division.
• Drive the implementation of best practices to increase efficiencies.
• Manage/mentor engagement staff while supporting their continued growth and success and maintaining open lines of communication with all members of the CAS Team.

Qualifications:

• Minimum of 3 years' experience performing CAS related work or four to five years of public accounting and/or private industry accounting experience.
• Demonstrated proficiency in QuickBooks Online, Microsoft Excel, Word, and Outlook.
• Excellent organizational and time-management skills and an ability to prioritize and manage multiple tasks simultaneously.
• Strong written and verbal communication skills used to present complex information clearly and concisely.
• Ability to work independently as well as collaboratively in a fast-paced environment.
• Keen attention to detail and a high level of accuracy in all work

Salary $90-130K+ Bonus