Abipcpa
The CAS Manager will be responsible for account reconciliations, preparing financial statements, managing client billing and payments, managing client engagements, delivering high-quality assurance and advisory services, and communicating with clients to understand their needs.
Responsibilities
Perform account reconciliations and prepare financial statements
Managing client billing and payments
Manage client engagements, delivering high-quality assurance and advisory services
Communicate with clients to understand their needs
Manage the proposal, engagement, onboarding & assignment process of new clients
Initiate, develop, and maintain client & associate relationships
Catch up & clean-up of outdated or incomplete accounting books
Provide a broad range of accounting support and bookkeeping services to various clients
Completing and reviewing of month-end work
Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)
Preparing and processing annual W-2’s, 1099’s, and property renditions
Calculating and reviewing monthly multi-state sales tax liability
Special projects such as generating Percentage of Completion schedules, 401K reconciliation, reconciling payroll journal entries, creating payroll template mapping for third party software uploads
Train and mentor associates on company processes, accounting theory & procedures, and client transitions
Qualifications
Bachelor’s degree in accounting or finance
At least 8 (eight) years of accounting experience
Prior public accounting experience required
Prior supervisory/management experience
CPA would be a plus
Strong knowledge of accounting principles and practices
Experience in using accounting software such as QuickBooks, Xero, or Sage
Experience in managing client billing and payments, and preparing financial statements
Proficiency in Excel
Excellent customer follow-up and communication skills
Ability to work independently, while also being a strong team player
Strong analytical and problem-solving skills
#J-18808-Ljbffr
Responsibilities
Perform account reconciliations and prepare financial statements
Managing client billing and payments
Manage client engagements, delivering high-quality assurance and advisory services
Communicate with clients to understand their needs
Manage the proposal, engagement, onboarding & assignment process of new clients
Initiate, develop, and maintain client & associate relationships
Catch up & clean-up of outdated or incomplete accounting books
Provide a broad range of accounting support and bookkeeping services to various clients
Completing and reviewing of month-end work
Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)
Preparing and processing annual W-2’s, 1099’s, and property renditions
Calculating and reviewing monthly multi-state sales tax liability
Special projects such as generating Percentage of Completion schedules, 401K reconciliation, reconciling payroll journal entries, creating payroll template mapping for third party software uploads
Train and mentor associates on company processes, accounting theory & procedures, and client transitions
Qualifications
Bachelor’s degree in accounting or finance
At least 8 (eight) years of accounting experience
Prior public accounting experience required
Prior supervisory/management experience
CPA would be a plus
Strong knowledge of accounting principles and practices
Experience in using accounting software such as QuickBooks, Xero, or Sage
Experience in managing client billing and payments, and preparing financial statements
Proficiency in Excel
Excellent customer follow-up and communication skills
Ability to work independently, while also being a strong team player
Strong analytical and problem-solving skills
#J-18808-Ljbffr