Senior Accounting Associate – Client Accounting & Advisory Services

Position Responsibilities:

• Serve as a key member of the Client Accounting & Advisory Services team, providing accounting, financial reporting, and advisory support to clients across the professional services sector, including real estate, healthcare, legal, and renewable energy organizations.
• Prepare, review, and analyze monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and timely delivery to clients.
• Manage month-end and year-end close processes, including account reconciliations, journal entries, variance analysis, and financial reporting.
• Act as a primary day-to-day contact for assigned clients, fostering strong relationships through proactive communication and exceptional client service.
• Collaborate closely with U.S.-based and offshore team members to coordinate workflows, manage priorities, and ensure high-quality deliverables.
• Review work prepared by associates and offshore accounting professionals, providing constructive feedback, coaching, and technical guidance.
• Support client onboarding, accounting clean-up projects, process improvements, and implementation of best practices.
• Utilize and optimize accounting technology platforms including QuickBooks Online, Xero, Bill.com, Ramp, payroll systems, and other cloud-based applications.
• Assist clients with financial analysis, KPI reporting, budgeting support, cash flow monitoring, and business performance insights.
• Identify opportunities to streamline accounting processes, improve efficiencies, and enhance the client experience through technology and automation.
• Prepare supporting schedules and documentation for audits, tax engagements, and other client reporting requirements.
• Maintain organized workpapers and ensure compliance with firm standards, accounting principles, and internal quality expectations.
• Participate in team training, knowledge sharing, and continuous improvement initiatives.

Preferred Attributes:

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of accounting experience within public accounting, client accounting services, outsourced accounting, or a combination of public and industry experience.
• Prior public accounting experience strongly preferred.
• Demonstrated experience preparing and reviewing financial statements for multiple clients or entities.
• Advanced proficiency with QuickBooks Online and Xero required.
• Experience with Bill.com, Ramp, and payroll systems strongly preferred.
• Experience with NetSuite and/or Sage Intacct is a plus.
• Strong understanding of month-end close, account reconciliations, financial statement preparation, and financial analysis.
• Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced environment.
• Excellent verbal and written communication skills with the confidence to work directly with clients.
• Experience collaborating with offshore teams and leveraging distributed resources is highly preferred.
• Strong attention to detail, organizational skills, and commitment to accuracy.
• Positive, team-oriented attitude with a willingness to support colleagues and contribute to a collaborative culture.
• Ability to identify issues, think critically, and develop practical solutions for clients.
• Demonstrated commitment to continuous learning, process improvement, and technology adoption.
• Industry experience in professional services, including real estate, healthcare, legal, renewable energy, or related sectors is a plus.