Senior CAS Specialist

Salary :

$75,000 - 90,000 yearly

Company : Haefele Flanagan & Co

Job Type : Full Time

Maple Shade, Nj

Job Description - Senior CAS Specialist

About the Role:

We are seeking an experienced and ambitious Client Accounting Services (CAS) to join our dynamic public accounting firm. The ideal candidate will have a strong background in bookkeeping and accounting, with the ability to manage multiple client accounts simultaneously. This role requires a combination of technical expertise, client relationship skills, and a willingness to travel locally for client visits. We are looking for someone who is not only skilled in the role but also eager to grow professionally and contribute to the expansion of our client services.

Key Responsibilities:

Manage bookkeeping and accounting functions for a diverse portfolio of clients
Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
Reconcile bank and credit card accounts
Process accounts payable and accounts receivable
Manage payroll processing and related tax filings
Assist with month-end and year-end closing procedures
Provide guidance on accounting software and systems to clients
Conduct regular local client visits to review financials, provide insights, and maintain strong client relationships
Provide clients with recommendations for process improvements
Collaborate with internal team members and other departments as needed
Stay current with accounting standards, tax regulations, and best practices

Qualifications:

5+ years of experience in bookkeeping or accounting, preferably in a public accounting firm or client services environment
Strong proficiency in accounting and payroll software (e.g., QuickBooks Online, Xero, Sage, or similar platforms)
Excellent knowledge of GAAP and financial reporting standards
Bachelor's degree in Accounting, Finance, Business or related field
Bookkeeping certification (e.g., Certified Bookkeeper) is a plus
QuickBooks Online (QBO) certification is preferred for enhanced proficiency in managing client accounts efficiently
Exceptional attention to detail and accuracy
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to manage multiple clients and prioritize tasks effectively
Willingness and ability to travel locally for frequent client visits
Ambitious and motivated to grow professionally, with a desire to take on additional responsibilities and contribute to the development of our client accounting services department

Additional Requirements:

Valid driver's license and reliable transportation for local client visits
Flexibility to occasionally work extended hours during peak periods
Commitment to maintaining client confidentiality and professional ethics

Schedule can be hybrid but must be local to conduct client site visits.

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Senior CAS Specialist

Job Description - Senior CAS Specialist

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