Senior Client Accounting & Advisory – CAAS

Job not on LinkedIn

October 28

🏖️ New Jersey – Remote

Although this job is listed in New Jersey, this company may be open to hiring remote in other states.

💵 $84k - $105k / year

⏰ Full Time

🟠 Senior

🧾 Accounting Manager

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WilkinGuttenplan

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Finance • Accounting • Enterprise

WilkinGuttenplan is an innovative, full-service accounting and advisory firm committed to proactive service, deep expertise, and long-lasting relationships. The firm offers a wide range of services including accounting and assurance, business valuation, advisory services, tax services, and specialized audits. WilkinGuttenplan caters to a diverse array of industries such as closely held businesses, healthcare professionals, real estate, and technology services. With a focus on client needs, the firm provides tailored solutions designed to enhance business performance and ensure compliance with complex regulations.

51 - 200 employees

Founded 1983

💸 Finance

🏢 Enterprise

📋 Description

• Coordinate service activities and help oversee staff accountants. • Oversee the day-to-day accounting services to clients. • Overview and direct interaction with general ledger postings. • Accounts payable oversight including cash management and bill payment. • Employee expense reimbursement oversight. • Payroll processing review and collaboration with clients. • Assist with the preparation and review the month end close process. • Detail review of reconciliations for balance sheet accounts. • Analyze the balance sheet, profit and loss, and cash flow statements. • Ensure books are maintained in compliance with individual client expectations, GAAP, income tax cash basis, Income tax accrual basis, or other comprehensive basis of accounting. • Assist with consolidations and foreign currency translations. • Assist in the preparation and/or review of monthly financial reporting including dashboards, KPIs, and narratives. • Assist with QuickBooks Online implementations and client onboarding. • Assist the FP&A team with budgeting and forecasting. • Maintain ongoing relationships with clients, serving as their primary point of contact for day-to-day communication, coordination, and support.

🎯 Requirements

• Bachelor’s degree in accounting or finance. • CPA license or actively working towards obtaining a CPA license preferred but not required. • 3+ years of recent work experience as an accountant in a Client Accounting Department (CAS), or experience working in an outsourced accounting or CFO firm. • Experience with QuickBooks Online required. • Experience with Bill.com & Jirav (FP&A software) preferred but not required. • Experience in the following industries preferred by not required – Technology and SaaS, Professional Services, Real Estate, Family Office, Life Sciences. • Proficient in Excel. • Able to function in a team setting and collaborate with others. • Strong organizational and communication skills.

🏖️ Benefits

• We offer a unique culture that emphasizes and values work/life balance including remote work flexibility! • We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website. • Our collaborative work environment is strongly committed to your professional growth and success. • We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm. • We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!