Job Summary We are currently seeking a
Client Accounting Services Senior to join our team in any of the following office locations
: White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm.
The Client Accounting Services Senior provides clients with various accounting duties requiring some evaluation, ingenuity, and accuracy on a timely basis. Our professionals utilize a client-focused approach to all our engagements and work closely with a diverse clientele. Duties are performed according to generally accepted accounting principles.
Responsibilities include, but are not limited to: - Assisting with core accounting processes, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process
- Preparing monthly balance sheet reconciliations and investigating variances or discrepancies
- Supporting the preparation of monthly and quarterly financial statements, including workpapers and supporting schedules
- Performing bank, credit card, and other account reconciliations, ensuring accuracy and completeness of financial data
- Compiling and analyzing financial information to support general ledger activity and document business transactions
- Assisting with cash flow tracking and basic forecasting activities
- Monitoring deadlines and ensuring timely completion of assigned deliverables and compliance-related filings
- Supporting responses to tax notices and inquiries, including gathering documentation and performing basic research
- Performing analytical procedures to identify trends, fluctuations, and variances, and assisting in drafting explanations
- Ensuring adherence to generally accepted accounting principles (GAAP), as well as firm and client policies and procedures
- Communicating with clients to address routine requests and provide updates on deliverables
- Collaborating with senior team members and assisting with special projects as needed
Qualifications - Bachelor's degree in Accounting required
- Minimum of at least 3+ years of relevant experience
- CPA and/or in process of obtaining CPA preferred
- Excellent interpersonal, organizational, initiative, and leadership skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Office Suite and Advanced level QuickBooks skills desired
- Ability to manage multiple priorities in a deadline-driven environment
- Ability to work in team environment and to work additional hours as needed
- Maintains a high level of professionalism and consistently demonstrates respect for others
Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.
Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in
New York. New York ranges are from $X - $X
Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.
