The Client Advisory Services (CAS) Associate helps oversee our client’s financial data and compliance by maintaining accurate books. The CAS Associate will collaborate with the CAS Manager, CAS Associates, and other professional staff to provide clients with accurate, timely information and reporting.
Job Duties:
• Bank reconciliations and credit card reconciliations
• Accounts Receivable and Accounts Payable reconciliations
• Payroll processing and filings (monthly, quarterly, annual)
• 1099 Preparation
• Sales Tax preparation and filings
• Financial Reporting (monthly and year-end)
• Business Tax Return preparation (limited)
Skills & Abilities
• Strong working knowledge of Quick Books Desktop, Quick Books Online, and Thompson Reuters suite, including Accounting CS
• Strong written and verbal communication skills
Top Skills
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