CAAS - Senior Associate
Job Summary:
We are looking for an Experienced Senior Associate in our CAAS (Client Accounting and Advisory Services) to oversee full cycle general accounting function.
Responsibilities:
• Executes monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP
• Analyzes financial information and reports on financial results (trends, performance metrics, benchmarks)
• Comprehends common financial statements and prepares consolidated Income Statement and Balance Sheet; understands how line items/accounts function (e.g., capital accounts, various forms of liabilities, etc.)
• Calculates/interprets KPIs from clients’ financial statement and identifies positive and constructive trends.
• Understands GAAP and can apply accounting standards to basic financial statements.
• Assist with financial budgets and communicates actual to budget variances.
• Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to Boos and Associates / BDO best practices.
• Interacts with clients to gain information and documents necessary to complete project.
• Supports drafting proposals and other documents explaining proposed solutions to clients.
• Articulates Boos and Associates / BDO’s value proposition and understands our target market/client profile.
• Applies our processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers.
• Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts to management.
• Takes personal accountability for work products and accepts constructive feedback to guide future actions.
• Prepares schedules to support the client’s audit preparation and tax compliance requirements.
• Participates in advanced special projects, as required.
• Provide guidance and support to accounting staff
• Other duties as required.
Education & Experience:
• Bachelor’s degree in Accounting or Finance; OR six (6) or more years performing general accounting transactions and functions without a Bachelor’s degree, required
• Four (4) or more years of experience performing general accounting transactions and functions, required.
• Consultative or business advisory experience, preferred.
License/Certifications:
• Pursuing or passed the CPA certification exam, preferred.
Software:
• Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required.
• Experience utilizing industry standard accounting software, required.
Other Knowledge, Skills & Abilities:
• Excellent verbal and written communication skills
• Strong analytical and basic research skills
• Ability to meet project deadlines with a focus on details.
• Ability to successfully multi-task while working independently or within a group environment.
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Team player with an ability to interact effectively with staff of all level within the firm.
• Ability to understand finance and accounting functions, technology for supporting these functions.
• Understands and have an ability to explain tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms.
• Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements.
• Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.
• Knowledge in QBO and/or Xero preferred.
• Ability to effectively guide a team of professionals and delegating work assignments as needed.
Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 68 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
