Senior Client Accounting & Advisory Specialist

Baratz & Associates P.A.; Marlton (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

Baratz & Associates P.A. in Marlton, New Jersey, is seeking a Senior Client Accounting Services (CAS) Specialist with 5–10 years of experience to lead our CAS team. You will manage the full accounting cycle for a portfolio of business and nonprofit clients, oversee month-end close, and review ledgers and financial statements.

Nonprofit accounting experience is highly preferred. You will communicate directly with clients, mentor junior staff, and look for opportunities to improve processes and

Qualifications

• 5-10 years of accounting experience.
• Public accounting, CAS, outsourced accounting, or CPA firm experience strongly preferred.
• Bachelor's degree in Accounting, or related field preferred.
• Strong understanding of GAAP and accounting principles.
• Experience managing multi-client environments and competing priorities.
• Proficiency with QuickBooks Online, QuickBooks Desktop, Microsoft Excel, and cloud-based accounting platforms.
• Nonprofit accounting experience strongly preferred, including donor reporting and restricted funds.

Responsibilities

• Manage the full accounting cycle for a portfolio of business and nonprofit clients.
• Lead month-end and year-end close processes for clients of varying size and complexity.
• Review and maintain general ledger accuracy.
• Prepare, review, and analyze financial statements and supporting schedules.
• Perform balance sheet reconciliations and maintain review-ready workpapers.
• Reconcile accounting records to tax returns, audits, and other compliance requirements.
• Prepare and review sales tax filings and assist with year-end reporting requirements.
• Serves as a primary point of contact for assigned clients.
• Analyze financial results and identify trends, variances, and operational concerns.
• Provide recommendations that improve accounting processes, reporting accuracy, and internal controls.
• Assist clients with budgeting, cash flow monitoring, and financial management initiatives.
• Present financial information in a clear and practical manner to leadership.

Skills

Client relationship management

Analytical thinking

Organizational skills

Communication skills

Independence

Education

Bachelor's degree in Accounting or related field

Tools

QuickBooks Online

QuickBooks Desktop

Sage Intacct

Bill.com

Fyle

Job description

Baratz & Associates P.A. in Marlton, New Jersey, is seeking a Senior Client Accounting Services (CAS) Specialist with 5–10 years of experience to lead our CAS team. You will manage the full accounting cycle for a portfolio of business and nonprofit clients, oversee month-end close, and review ledgers and financial statements.

Nonprofit accounting experience is highly preferred. You will communicate directly with clients, mentor junior staff, and look for opportunities to improve processes and