WilkinGuttenplan
Client Accounting & Advisory Senior - CAAS
WilkinGuttenplan, East Brunswick, New Jersey, United States
Client Accounting & Advisory Senior – CAAS
Wilkin & Guttenplan P.C. (WilkinGuttenplan) is a mid‑sized accounting and advisory firm established in 1983, headquartered in New Jersey with offices in New York City. The firm serves a wide range of industries including technology, healthcare, real estate, entertainment, professional services, non‑profits, and more. WilkinGuttenplan is an independent member of the BDO Alliance USA and focuses on delivering high‑quality tax, audit, financial statement preparation, and advisory services.
Base Pay Range $84,000.00/yr – $105,000.00/yr. The exact compensation will depend on skills and experience; please speak with a recruiter for more details.
Job Description As a Senior Accountant in the Client Accounting & Advisory Services (CAAS) team, you will oversee day‑to‑day accounting services, coordinate staff activities, and provide financial insight to our clients. You will work in a flexible environment with options for hybrid, fully remote, or in‑office work at our New Jersey location.
Responsibilities
Coordinate service activities and help oversee staff accountants.
Oversee the day‑to‑day accounting services to clients.
Manage general ledger postings and ensure accuracy.
Handle accounts payable oversight, including cash management and bill payment.
Oversee employee expense reimbursement processes.
Review payroll processing and collaborate with clients.
Assist with the preparation and review of the month‑end close process.
Review reconciliations for balance sheet accounts.
Analyze balance sheet, profit and loss, and cash flow statements.Maintain books in compliance with client expectations and accounting standards (GAAP, income tax cash basis, accrual basis, or other comprehensive basis).
Assist with consolidations and foreign currency translations.
Prepare and review monthly financial reporting including dashboards, KPIs, and narratives.
Implement QuickBooks Online and onboard new clients.
Support the FP&A team with budgeting and forecasting.
Maintain ongoing relationships with clients, serving as their primary point of contact.
Qualifications
Bachelor's degree in accounting or finance.
CPA license or actively pursuing a CPA license preferred but not required.
3+ years of recent work experience as an accountant in a client accounting department or an outsourced accounting/CFO firm.
Experience with QuickBooks Online required.
Experience with Bill.com and Jirav (FP&A software) preferred but not required.
Knowledge of industries such as technology and SaaS, professional services, real estate, family office, and life sciences preferred.
Proficient in Excel.
Ability to work well in a team and collaborate with others.
Strong organizational and communication skills.
Benefits
Remote work flexibility and a unique culture that emphasizes work/life balance.
Competitive salary and benefits package including unlimited work options, generous PTO, medical, dental, vision, 401(k), Summer Fridays, and more.
Collaborative work environment focused on professional growth and success.
Extensive coaching program designed to prepare you for a career in a dynamic CPA firm.
Award‑winning workplace recognized in New Jersey for two decades, with multiple industry accolades.
Salary range for this position is $84,000 – $105,000. Individual salaries are determined by experience, education, licensure, knowledge, skills, and qualifications.
Equal Opportunity Employer Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation, or protected veteran status.
We respect privacy and do not use tracking links. The above statements are intended to describe the general nature of the work and are not an exhaustive list of responsibilities or skills.
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Base Pay Range $84,000.00/yr – $105,000.00/yr. The exact compensation will depend on skills and experience; please speak with a recruiter for more details.
Job Description As a Senior Accountant in the Client Accounting & Advisory Services (CAAS) team, you will oversee day‑to‑day accounting services, coordinate staff activities, and provide financial insight to our clients. You will work in a flexible environment with options for hybrid, fully remote, or in‑office work at our New Jersey location.
Responsibilities
Coordinate service activities and help oversee staff accountants.
Oversee the day‑to‑day accounting services to clients.
Manage general ledger postings and ensure accuracy.
Handle accounts payable oversight, including cash management and bill payment.
Oversee employee expense reimbursement processes.
Review payroll processing and collaborate with clients.
Assist with the preparation and review of the month‑end close process.
Review reconciliations for balance sheet accounts.
Analyze balance sheet, profit and loss, and cash flow statements.Maintain books in compliance with client expectations and accounting standards (GAAP, income tax cash basis, accrual basis, or other comprehensive basis).
Assist with consolidations and foreign currency translations.
Prepare and review monthly financial reporting including dashboards, KPIs, and narratives.
Implement QuickBooks Online and onboard new clients.
Support the FP&A team with budgeting and forecasting.
Maintain ongoing relationships with clients, serving as their primary point of contact.
Qualifications
Bachelor's degree in accounting or finance.
CPA license or actively pursuing a CPA license preferred but not required.
3+ years of recent work experience as an accountant in a client accounting department or an outsourced accounting/CFO firm.
Experience with QuickBooks Online required.
Experience with Bill.com and Jirav (FP&A software) preferred but not required.
Knowledge of industries such as technology and SaaS, professional services, real estate, family office, and life sciences preferred.
Proficient in Excel.
Ability to work well in a team and collaborate with others.
Strong organizational and communication skills.
Benefits
Remote work flexibility and a unique culture that emphasizes work/life balance.
Competitive salary and benefits package including unlimited work options, generous PTO, medical, dental, vision, 401(k), Summer Fridays, and more.
Collaborative work environment focused on professional growth and success.
Extensive coaching program designed to prepare you for a career in a dynamic CPA firm.
Award‑winning workplace recognized in New Jersey for two decades, with multiple industry accolades.
Salary range for this position is $84,000 – $105,000. Individual salaries are determined by experience, education, licensure, knowledge, skills, and qualifications.
Equal Opportunity Employer Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation, or protected veteran status.
We respect privacy and do not use tracking links. The above statements are intended to describe the general nature of the work and are not an exhaustive list of responsibilities or skills.
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