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 Our New York City office is now open! Located in Midtown- 1740 Broadway 15th Floor, New York, NY 10019

(CAS) Client Accounting Team Member

Job Summary

Our CAS team members are responsible for providing a high quality level of service to our clients. The team processes full cycle accounting services and work closely with the Tax team to ensure client books are in alignment to achieve established tax planning goals.


  • Full cycle accounting, including financial statement analysis and general ledger review
  • Bank and credit card reconciliation
  • Journal entries
  • Cash log entries
  • Transactional coding
  • Assist in month-end and year-end closing activities
  • Assist with annual 1099 project
  • Technical review of client monthly books to align with tax return preparedness
  • Collaborate with CAS Team to review and suggest best practices resulting in a high level of service and quality of work for our clients
  • Mentorship of CAS Team when applicable

Educational Requirements

  • Bachelor Degree. Preferably in Accounting or Finance

Role Requirements

  • Previous and continual experience in recording complex accounting transactions
  • Ability to manage and complete projects timely and within established deadlines
  • Exceptional attention to detail
  • Strong communication skills