Senior Client Accounting Services Associate

Rodefer Moss & Co.; Knoxville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Rodefer Moss is seeking a Senior CAS Associate to join our client accounting services team in Knoxville. This role focuses on managing multiple client engagements, ensuring accurate bookkeeping, and delivering timely financial reports.

The ideal candidate will have 3–5+ years of full-charge bookkeeping or outsourced accounting experience, strong QuickBooks Online skills, and a solid foundation in bank reconciliations, month-end close, and financial statement preparation.

Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.
• 3–5+ years of full-charge bookkeeping, accounting, outsourced accounting, or client accounting services experience required.
• Strong understanding of accounting principles and financial statement preparation.

Responsibilities

• Managing day-to-day accounting functions for a portfolio of clients.
• Reviewing and recording client transactions while maintaining accurate general ledger accounts.
• Preparing and reviewing bank, credit card, and balance sheet reconciliations.
• Performing month-end and year-end closing procedures.
• Preparing monthly, quarterly, and annual financial statements and management reports.
• Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
• Processing payroll and maintaining compliance with payroll tax requirements.
• Preparing payroll tax, sales tax, and other business tax filings.
• Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
• Assisting clients with accounting software, process improvements, and best practices.
• Collaborating with team members to deliver accurate, timely, and high-quality client service.
• Supporting onboarding, mentoring, and training efforts for junior staff as needed.
• Identifying opportunities to provide additional value and advisory support to clients.

Education

Associate's or Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

Cloud-based accounting platforms

Microsoft Excel

Job description

Description

Rodefer Moss is currently seeking a Senior Client Accounting Services (CAS) Associate to join our team!

Our CAS team partners with businesses across a variety of industries, providing outsourced accounting, bookkeeping, payroll, and financial reporting services. This position is ideal for an experienced accounting professional who enjoys serving as a trusted resource for clients, managing multiple engagements, and helping business owners make informed financial decisions.

As a Senior CAS Associate, your responsibilities will include:

• Managing day-to-day accounting functions for a portfolio of clients.
• Reviewing and recording client transactions while maintaining accurate general ledger accounts.
• Preparing and reviewing bank, credit card, and balance sheet reconciliations.
• Performing month-end and year-end closing procedures.
• Preparing monthly, quarterly, and annual financial statements and management reports.
• Analyzing financial data and identifying discrepancies, trends, and areas for improvement.
• Processing payroll and maintaining compliance with payroll tax requirements.
• Preparing payroll tax, sales tax, and other business tax filings.
• Serving as a primary point of contact for assigned clients and responding to accounting-related inquiries.
• Assisting clients with accounting software, process improvements, and best practices.
• Collaborating with team members to deliver accurate, timely, and high-quality client service.
• Supporting onboarding, mentoring, and training efforts for junior staff as needed.
• Identifying opportunities to provide additional value and advisory support to clients.

Requirements

Education, experience, and skills we're looking for:

• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
• 3-5+ years of full-charge bookkeeping, accounting, outsourced accounting, or client accounting services experience required.
• Strong understanding of accounting principles and financial statement preparation.
• Experience managing multiple clients and competing deadlines.
• Proficiency with QuickBooks Online and other cloud-based accounting platforms.
• Advanced knowledge of bank reconciliations, journal entries, and month-end close procedures.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to delivering exceptional client service.
• Ability to work independently while collaborating effectively with team members.
• Proficiency with Microsoft Office Suite, particularly Excel.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!