Retail CAAS Accounting Associate – Boise

CliftonLarsonAllen Wealth Advisors, LLC; Boise (ID); On-site; USD 45,000 - 65,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Associate for our CAAS Retail team in Boise, ID. You will support client accounting tasks, perform day-to-day transactions, and assist with month-end.

This role offers exposure to diverse clients and industry-focused wealth advisory services. The position requires a Bachelor's degree or equivalent experience, and a willingness to handle multiple client accounts with accuracy and discretion.

Qualifications

• Accounting and financial experience preferred.
• Bachelor's degree required or equivalent combination of related experience and training.

Responsibilities

• Client Service: Gaining ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Month End Processing: Completes financial statements and reconciliations (bank, credit card, prepaids, fixed assets, accruals).
• Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms as requested by clients.

Skills

Accounting

Education

Bachelor's degree

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Associate for our CAAS Retail team in Boise, ID. You will support client accounting tasks, perform day-to-day transactions, and assist with month-end.

This role offers exposure to diverse clients and industry-focused wealth advisory services. The position requires a Bachelor's degree or equivalent experience, and a willingness to handle multiple client accounts with accuracy and discretion.