Baratz & Associates, P.A.
Client Accounting Services (CAS) Specialist
Baratz & Associates, P.A., Marlton, New Jersey, us, 08053
Overview
Client Accounting Services (CAS) Specialist)
– Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. We value personalized attention and partner with clients to grow their business. We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility. You will work directly with our clients, partners, managers, and staff who also want to work with you. What the CAS Specialist role will offer you: As a CAS Specialist, you will work in-person as part of a team delivering high-quality bookkeeping, accounting services, and strategic support to individual and business clients. The role includes traditional bookkeeping and comprehensive accounting services to help clients manage their financial operations efficiently and make informed decisions. You will be responsible for transaction posting, reconciliations, and financial reporting, and will play a key role in implementing technology solutions, improving workflows, and supporting clients with financial insights. Our firm focuses on exceptional service, and we seek a strong problem-solver with an aptitude for numbers who can build relationships with clients and help ensure smooth client engagements. Responsibilities Managing and processing clients’ financial data with accuracy and timeliness Utilizing accounting software (e.g., QuickBooks, Sage Intacct) to record transactions, manage accounts payable/receivable, and categorize expenses Reconciling general ledger, bank, credit card, and loan accounts Preparing and analyzing financial statements to support client decision-making Creating reports for 1099s, W-2s, and other year-end compliance needs Supporting accountants with client projects and advisory services Identifying opportunities for process improvement and implementing workflow enhancements Assisting clients with onboarding to new accounting platforms and providing ongoing support Cleaning up and restructuring complex or disorganized financial records Managing inter-company transactions and full-cycle accounting processes Collaborating with clients on platforms such as Bill.com, Otter.ai, FYLE, and workflow management tools Staying current with software updates and exploring new technologies to improve service delivery Communicating effectively with clients and internal teams, both verbally and in writing Managing multiple tasks and projects while meeting deadlines Qualifications Proven experience in accounting, preferably in a CPA firm or accounting department Familiarity with payroll and sales tax processing/filing Strong understanding of bookkeeping and accounting principles Proficiency in MS Excel, Word, Outlook, and QuickBooks (Desktop and Online) Experience with cloud-based accounting platforms and workflow tools Exceptional organizational skills and ability to prioritize tasks Self-starter with a dependable work ethic and problem-solving mindset Education in accounting or related field preferred but not required We offer: Experience in a growing firm with room for career advancement Professional continuing education and development opportunities A diverse, dynamic, and challenging work environment Strong leadership, communication, and feedback A company culture that provides excellent work-life balance Help with instituting and creating innovative solutions to client challenges Competitive salary and robust benefits package including 100% paid individual healthcare, life and long-term disability insurance, 401(k), section 125, and generous paid time off and holidays
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Client Accounting Services (CAS) Specialist)
– Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. We value personalized attention and partner with clients to grow their business. We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility. You will work directly with our clients, partners, managers, and staff who also want to work with you. What the CAS Specialist role will offer you: As a CAS Specialist, you will work in-person as part of a team delivering high-quality bookkeeping, accounting services, and strategic support to individual and business clients. The role includes traditional bookkeeping and comprehensive accounting services to help clients manage their financial operations efficiently and make informed decisions. You will be responsible for transaction posting, reconciliations, and financial reporting, and will play a key role in implementing technology solutions, improving workflows, and supporting clients with financial insights. Our firm focuses on exceptional service, and we seek a strong problem-solver with an aptitude for numbers who can build relationships with clients and help ensure smooth client engagements. Responsibilities Managing and processing clients’ financial data with accuracy and timeliness Utilizing accounting software (e.g., QuickBooks, Sage Intacct) to record transactions, manage accounts payable/receivable, and categorize expenses Reconciling general ledger, bank, credit card, and loan accounts Preparing and analyzing financial statements to support client decision-making Creating reports for 1099s, W-2s, and other year-end compliance needs Supporting accountants with client projects and advisory services Identifying opportunities for process improvement and implementing workflow enhancements Assisting clients with onboarding to new accounting platforms and providing ongoing support Cleaning up and restructuring complex or disorganized financial records Managing inter-company transactions and full-cycle accounting processes Collaborating with clients on platforms such as Bill.com, Otter.ai, FYLE, and workflow management tools Staying current with software updates and exploring new technologies to improve service delivery Communicating effectively with clients and internal teams, both verbally and in writing Managing multiple tasks and projects while meeting deadlines Qualifications Proven experience in accounting, preferably in a CPA firm or accounting department Familiarity with payroll and sales tax processing/filing Strong understanding of bookkeeping and accounting principles Proficiency in MS Excel, Word, Outlook, and QuickBooks (Desktop and Online) Experience with cloud-based accounting platforms and workflow tools Exceptional organizational skills and ability to prioritize tasks Self-starter with a dependable work ethic and problem-solving mindset Education in accounting or related field preferred but not required We offer: Experience in a growing firm with room for career advancement Professional continuing education and development opportunities A diverse, dynamic, and challenging work environment Strong leadership, communication, and feedback A company culture that provides excellent work-life balance Help with instituting and creating innovative solutions to client challenges Competitive salary and robust benefits package including 100% paid individual healthcare, life and long-term disability insurance, 401(k), section 125, and generous paid time off and holidays
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