Senior Client Accounting Lead - CAS & Advisory Growth

KBW Financial Staffing & Recruiting; Wakefield (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

KBW Financial is seeking a Senior Accountant to join its Back Client Accounting Services group in Wakefield, MA. The role focuses on outsourced accounting, close processes, and client-facing financial reporting.

You will manage month-end closes, prepare financial statements, assist with budgeting and cash flow analysis, and help grow the CAS/Advisory practice while delivering high-quality service to multiple clients.

Qualifications

• 3–7 years of progressive accounting experience; public accounting experience strongly preferred.
• Strong understanding of GAAP and financial reporting.
• Experience with month-end close, reconciliations, journal entries, and financial statements.
• Client-facing experience with strong communication and relationship-building skills.
• Ability to manage multiple clients and competing priorities in a fast-paced environment.
• CPA preferred but not required; experience with accounting software and technology is a plus.

Responsibilities

• Provide outsourced accounting and client accounting services to a diverse portfolio of clients
• Manage monthly, quarterly, and annual close processes, including reconciliations and journal entries
• Prepare and review financial statements and management reporting
• Assist clients with budgeting, forecasting, financial analysis, and cash flow analysis
• Work directly with client management to identify accounting issues and provide recommendations
• Support accounting system implementations, process improvements, and the continued growth of the CAS / Advisory practice

Skills

Client-facing

Communication

Relationship-building

Time management

Education

CPA preferred

Tools

Accounting software

Job description

KBW Financial is seeking a Senior Accountant to join its Back Client Accounting Services group in Wakefield, MA. The role focuses on outsourced accounting, close processes, and client-facing financial reporting.

You will manage month-end closes, prepare financial statements, assist with budgeting and cash flow analysis, and help grow the CAS/Advisory practice while delivering high-quality service to multiple clients.