Client Advisory Services (CAS) Associate

About Us:
Pease Bell CPAs is a dynamic and growing mid-sized accounting firm dedicated to providing exceptional financial guidance to our clients. Our Client Advisory Services (CAS) team delivers strategic insights and operational support to businesses across various industries, helping them optimize financial performance and achieve long-term success.

Position Overview:
We are seeking a detail-oriented and proactive Accounting Associate to support our CAS team in delivering high-quality accounting services to our clients. This role requires strong technical skills, a collaborative mindset, and a client-focused approach. The ideal candidate will assist with day-to-day accounting tasks, financial reporting, and process improvements.

Key Responsibilities:
Technical & Professional Expertise:
•    Assist in managing multiple CAS client engagements, ensuring accuracy, efficiency, and timely completion.
•    Stay up to date on regulatory and industry changes, supporting clients with informed guidance.
•    Apply analytical skills to identify process improvements and assist in developing tailored client solutions.
•    Utilize accounting software, including QuickBooks and Bill.com, to streamline financial operations and reporting.
•    Support the resolution of bookkeeping challenges and discrepancies.
•    Apply knowledge of double-entry bookkeeping and fundamental accounting principles.
Technology & Productivity:
•    Use accounting software and automation tools to enhance client service and improve workflow efficiency.
•    Identify opportunities to implement technology-driven solutions for clients.
Client Relations & Communication:
•    Prepare accurate and timely financial reports for clients.
•    Communicate effectively with clients to address questions and support their financial needs.
•    Collaborate with team members to provide exceptional service and maintain strong client relationships.
Team Collaboration & Development:
•    Work closely with CAS Supervisors and Managers to execute client engagements.
•    Participate in team meetings and contribute ideas for process improvements.
•    Seek opportunities for professional development and growth.
Qualifications & Requirements:
•    Associate’s or Bachelor’s degree in Accounting, Finance, or related field.
•    1-3 years of experience in accounting or bookkeeping, preferably in a client-service environment.
•    Familiarity with accounting principles, financial reporting, and relevant industry regulations.
•    Proficiency in accounting software such as QuickBooks and Bill.com.
•    Strong attention to detail, organizational skills, and problem-solving abilities.
•    Excellent communication and interpersonal skills.
Why Join Pease Bell CPAs?
•    Supportive and collaborative work environment.
•    Opportunities for professional development and career growth.
•    Competitive compensation and benefits package.
•    Flexible work arrangements and a commitment to work-life balance.

If you are an aspiring accounting professional with a passion for learning and delivering exceptional client service, we invite you to join our growing CAS team.
Apply today