1mo
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Client Accounting Services Associate
Phoenix, Arizona, United States
HybridFull Time
Bachelor’s degree in accounting preferred; CPA or CMA license preferred but not required. Knowledge of general ledger and accounting principles; proficiency with MS Office, QuickBooks; ability to manage multiple projects and meet deadlines.
Microsoft Office, QuickBooks
1w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1mo
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Client Accounting Services Associate
Reno, Nevada, United States
HybridFull Time
Bachelor’s in Accounting preferred; CPA/CMA licensed or pursuing preferred; knowledge of general ledger; proficient in MS Office, QuickBooks; able to manage multiple projects and meet deadlines; U.S. work authorization.
Microsoft Office, Excel, Word, QuickBooks
1d
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
1w
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Client Accounting Services (CAS) Associate
Rochester or Elmira or Latham or Canandaigua or Queensbury
OnsiteFull Time
Bachelor's in accounting/related required; support bookkeeping, month-end close, reconciliations, financial reporting; QuickBooks and Power BI experience preferred; strong analytical and communication skills.
QuickBooks Online, QuickBooks Desktop, Power BI
1mo
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Accounting Services Associate
St Louis, Missouri, United States
OnsiteFull Time
Accounting or finance education; experience with QuickBooks; strong organizational and client service skills.
QuickBooks, QuickBooks Online, Microsoft Excel, Microsoft Word, Outlook
2w
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
2w
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Client Accounting & Advisory Services Associate
Kingsport, Tennessee, United States
OnsiteFull Time
1+ YOE1–3 years bookkeeping or small business accounting experience, 1–2 years payroll experience, proficiency with QuickBooks Online/Desktop, associate's or bachelor's in accounting preferred, strong attention to detail and communication.
QuickBooks Online, QuickBooks Desktop
1mo
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Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, experience with portfolio reporting and data analytics preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
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Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's required, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service and communication skills; CPA/CFA helpful; experience with investment reporting, data manipulation, or APIs preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
3w
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Accounting Services Associate - CH Accountants
Joplin, Missouri, United States
$23-$25/hr OnsiteFull Time
3+ YOEBachelor's in Accounting/Finance or equivalent experience; 3–5 years bookkeeping or client accounting experience; strong QuickBooks Online and Excel skills; payroll, reconciliations, and financial reporting experience; client communication skills.
QuickBooks Online, Microsoft Excel
1mo
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Senior Client Accounting and Advisory Services Associate
Tupelo, Mississippi, United States
OnsiteFull Time
3+ YOESenior CAAS role requiring CPA preferred, 3+ years financial reporting, strong accounting knowledge, QuickBooks Online proficiency, mentoring abilities.
QuickBooks Online, NetSuite, Sage Intacct, Thomson Reuters Suite, Bill.com, Microsoft Excel, Microsoft Office
2w
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
1+ YOEProvide personalized service to international personal and commercial clients; handle account openings, transactions, AML/BSA monitoring, KYC/KYA documentation, and customer inquiries. Bilingual English-Spanish required.
1w
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Client Services Associate
Moline, Illinois, United States
$17-$23/hr OnsiteFull Time
1+ YOEHigh school diploma/GED and age 18+, 6–12 months teller or customer service experience preferred; able to perform accurate financial transactions, profile customers, open accounts, and identify cross-sell opportunities.
3w
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US Client Accounting Services (CAS) Associate - Night Shift
Philippines or United States
RemoteFull Time
2+ YOE2+ years bookkeeping/accounting experience, proficiency in US GAAP, experience with payroll, AP, bank reconciliations, and producing financial statements. Familiarity with ADP, BILL, QuickBooks, Office 365; CPA and Sage Intacct experience preferred.
ADP, BILL, Sage Intacct, Ramp, Gusto, QuickBooks Desktop, QuickBooks Online, Microsoft Office 365, Microsoft Word, Microsoft Excel
2w
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
1mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
2w
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Accounting Clerk, Client Services
United States or Brentwood
RemoteFull Time
1+ YOE1–3 years accounting/bookkeeping experience, associate degree in accounting/finance preferred, proficiency with accounting software and Microsoft Excel, strong attention to detail and confidentiality.
Microsoft Excel
1w
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Client Services Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOE3 years related experience; high school/GED; customer service, communication, organizational and analytical skills; experience with MS Word, Excel, PowerPoint; NMLS required for Private Banking roles.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Client Services Associate
Fort Myers, Florida, United States
HybridFull Time
1+ YOE1-3 years in a service-oriented role; Degree in Finance preferred; experience in Accounting/Finance/Administration; proficient in Microsoft Office.
Microsoft Office Suite
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