JOB SUMMARYAs a CAS Associate, you will play a crucial role in providing accounting support to clients, ensuring accurate and timely financial transactions and reporting. You will be responsible for maintaining client accounts, recording transactions, reconciling balances, and assisting with financial analysis. Your attention to detail, strong organizational skills, and ability to work effectively in a team environment will contribute to the success of our client accounting services.

JOB DESCRIPTION

Client Accounting Support:

• Record financial transactions accurately and efficiently in the appropriate accounting software
• Reconcile bank statements, accounts receivable, and accounts payable to ensure accurate client account balances
• Assist in the preparation of financial statements, such as balance sheets, income statements, and cash flow statements
• Maintain accurate and up-to-date client records and files
• Analyze financial data and identify trends, variances, and potential areas of improvement

Client Communication and Support:

• Respond promptly and professionally to client inquiries and requests for information
• Collaborate with clients and internal team members to gather necessary financial data and resolve any accounting-related issues
• Provide general accounting support and guidance to clients as needed

Process Improvement and Compliance:

• Assist in maintaining compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits by providing requested documentation and information
• Identify opportunities for process improvement and efficiency within the client accounting function
• Participate in the implementation of best practices and enhancements to accounting processes and procedures

REQUIRED EDUCATION AND EXPERIENCE

• Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
• High School Diploma or GED or High School equivalent certificate
• Thorough understanding of basic accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

PREFERRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting or relevant work experience
• Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.