Haefele Flanagan · 4 months ago
Senior CAS Specialist
Maple Shade, NJ
Full-time
Onsite
Senior Level
5+ years expHaefele Flanagan is a dynamic public accounting firm seeking an experienced Client Accounting Services (CAS) Specialist. The role involves managing bookkeeping and accounting functions for multiple clients, preparing financial statements, and maintaining strong client relationships through regular visits.
AccountingConsultingEmployee BenefitsFinanceFinancial Services
Responsibilities
Manage bookkeeping and accounting functions for a diverse portfolio of clients
Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
Reconcile bank and credit card accounts
Process accounts payable and accounts receivable
Manage payroll processing and related tax filings
Assist with month-end and year-end closing procedures
Provide guidance on accounting software and systems to clients
Conduct regular local client visits to review financials, provide insights, and maintain strong client relationships
Provide clients with recommendations for process improvements
Collaborate with internal team members and other departments as needed
Stay current with accounting standards, tax regulations, and best practices
Qualification
Required
5+ years of experience in bookkeeping or accounting, preferably in a public accounting firm or client services environment
Strong proficiency in accounting and payroll software (e.g., QuickBooks Online, Xero, Sage, or similar platforms)
Excellent knowledge of GAAP and financial reporting standards
Bachelor's degree in Accounting, Finance, Business or related field
Exceptional attention to detail and accuracy
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to manage multiple clients and prioritize tasks effectively
Willingness and ability to travel locally for frequent client visits
Ambitious and motivated to grow professionally, with a desire to take on additional responsibilities and contribute to the development of our client accounting services department
Valid driver's license and reliable transportation for local client visits
Flexibility to occasionally work extended hours during peak periods
Commitment to maintaining client confidentiality and professional ethics
Preferred
Bookkeeping certification (e.g., Certified Bookkeeper) is a plus
QuickBooks Online (QBO) certification is preferred for enhanced proficiency in managing client accounts efficiently
Company
Haefele Flanagan
Haefele Flanagan offers accounting, litigation support, business consulting, financial, estate and tax planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ande Grubb
Chief Operating Officer (Integrator)
Angela McDonough
Chief Operating Officer
Recent News
2025-02-18
2025-01-31
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