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Senior Accountant- Client Accounting and Advisory Services (CAAS)

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Job Description - Senior Accountant- Client Accounting and Advisory Services (CAAS)

Thompson Greenspon, an established CPA firm recognized as a Washington Post Top Workplace, and ranked among the top 20 largest firms in Virginia, seeks an experienced Senior Accountant to join our CAAS team.  Since 1956, Thompson Greenspon has been based in Fairfax, Virginia, specializing in audit, tax, accounting, and advisory services. We serve clients across the Metro DC area and beyond, with expertise in industries such as construction, real estate, government contracting, non-profits, and professional services. As a member of CPAmerica International, we have the resources and expertise to meet all professional accounting needs, making us a trusted partner to businesses nationwide. We foster a collaborative work environment with an emphasis on work/life balance and professional development. Get to know Thompson Greenspon by visiting www.tgccpa.com


Overview


We are seeking a dedicated and experienced Senior Accountant to join our growing Client Accounting and Advisory Services (CAAS) team. This role offers the opportunity to work closely with clients, providing comprehensive accounting services, valuable advisory support, and operational solutions that enhance business efficiency. As a Senior Accountant, you will be responsible for preparing financial statements, handling day-to-day accounting tasks, and gaining exposure to client relationship and advisory services.


Key Responsibilities:


Client Accounting



  • Record transactions from banks and/or other third-party applications with knowledge of client operations

  • Code clients’ vendor invoices for payment and to optimize cash flow

  • Reconcile balance sheet accounts, including bank accounts, accounts payable, accounts receivable, and other financial statement accounts

  • Lead the onboarding and accounting software setup for new clients


Financial Reporting



  • Prepares, understands and reviews financial statements

  • Understand and explain accounting issues, financial impacts, and other operational challenges in a variety of industries we serve


Advisory and Consulting



  • Identify opportunities for clients to optimize their financial and operational performance with senior members of the team

  • Assist clients with budgeting, forecasting and financial analysis


Tax Compliance and Reporting



  • Ability to prepare and review sales tax, payroll tax, and property tax returns


Client Relationship Management



  • Develop strong client relationships, offering tailored solutions to meet each client’s unique needs with senior members of the team

  • Communicate effectively with clients to provide status updates, answer inquiries, and resolve issues

  • Serve as point of contact for clients, ensuring timely and accurate delivery of services


Team Collaboration



  • Collaborate with internal teams to ensure smooth service delivery and maintain client relationship

  • Participate in industry-specific niche meeting and marketing activities to support the firm’s business development efforts


Professional Development



  • Stay abreast of industry developments, trends and regulatory changes to provide clients with timely and relevant insights

  • Monitor and maintain current knowledge of software developments and emerging technologies


Qualifications & Skills:



  • Extensive knowledge and advanced skill in accounting software and tools (required)

    • QuickBooks Online

    • Bill

    • Excel

    • Microsoft products



  • Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (required)

  • 3+ years of CPA firm experience or industry accounting experience (preferred)

  • CPA, CMA or CPA/CMA candidate (preferred)

  • MBA or advanced degree in Accounting/Finance (preferred)

  • Ability to quickly learn new accounting software and tools

  • Proven ability to work independently, manage multiple clients and deadlines, and maintain high-quality work with low error rates

  • Excellent communication and interpersonal skills

  • Strong analytical and problem-solving abilities

  • Experience in specialized industries (construction, real estate, non-profits, and professional services)


Working Conditions & Benefits:



  • Business hours Monday-Friday with core hours from 10:00 am to 4:00 pm

  • Occasional overtime may be required during peak periods

  • Hybrid work options available

  • Collaborative, dynamic, and supportive team environment

  • Competitive compensation package including free parking, gym access, and comprehensive benefits

  • Continuing education and professional development programs


 


Join our exceptional team at a firm that values work/life balance and rewarding career opportunities.


Visit www.tgccpa.com for more information about our firm and benefits we offer.

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