THE FOCUS IS YOU:

Client Service Associates (CSA’s) are employees who are interested in pursuing a career in professional bookkeeping services. During this time, CSA’s need to focus on developing skills, building their technical skill base, understanding and executing diligent client service, and getting oriented to the Firm’s practices, policies, and culture.

Regular duties include (but are not limited to):

• Demonstrates ability to work independently on engagements or assist professional staff in:
• Performing bookkeeping services for client
• Completing and reviewing of month-end work (reconciliation of bank accounts, post cash receipts and cash disbursements, calculate and record monthly accruals, record standard monthly entries, track payment of federal, state and local tax estimates, prepare monthly financial statements, review G/L detail to be sure sufficient information is provided for preparation of year-end returns)
• Preparing and reviewing quarterly and annual payroll tax returns, W-2’s, 1099’s
• Calculating and reviewing monthly sales tax liability
• Develops proficiency in use of all technology necessary for performance execution
• Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
• Ensures quality control procedures are being executed under direction of engagement supervisor
• Maintains positive client relationships
• Responds timely and accurately to internal team and client requests
• Demonstrates willingness to understand how to work within budgetary parameters
• Appropriately communicates difficult situations encountered on engagements to supervisor
• Perform thorough self-review of all work prior to submission to supervisor
• Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill base
• Grasps concepts quickly and demonstrates knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures
• Makes well-thought-out decisions and considers all facts; with the best interest of the client in mind
• Asks appropriate questions and requests supervision when in need of assistance
• Follows regulations and professional ethics of the AICPA and the state society