Johanson & Yau · 2 weeks ago
Client Accounting Services (CAS) Senior Associate
Campbell, CA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $140K/yr
4+ years expJohanson & Yau is a company that provides accounting services, and they are seeking a Client Accounting Services (CAS) Senior Associate. This role is responsible for providing full-cycle accounting and bookkeeping services to small business and family office clients, ensuring accuracy and compliance while managing client relationships.
FinanceFinancial ServicesManagement Consulting
Responsibilities
Process deposits, pay bills, distribute payments, and reconcile bank and credit card accounts
Maintain accurate financial records and manage general ledger activity in QuickBooks
Track investment activity and prepare reconciliation workpapers
Prepare and process payroll and related tax returns
Complete month-end/ year-end close entries, supporting schedules and financial statements
Manage fixed asset records and depreciation schedules in support of 571-L filings
Prepare financial reports and workpapers for tax return preparation
Analyze financial results, identify variances, verify data integrity, and communicate findings
Complete various compliance filings, including business property tax statements, sales tax returns and 1099 information reporting
Ensure client records meet firm policies, professional standards and regulatory requirements
Lead day-to-day communication as the primary contact for assigned clients
Manage multiple client engagements and proactively communicate status updates, upcoming deadlines, and outstanding items
Identify opportunities to streamline processes, improve workflows and enhance the client experience
Review work prepared by CAS Associates and provide coaching, feedback, and guidance
Collaborate with CAS team members, tax staff, and partners to ensure seamless service
Contribute to refining standard operating procedures, templates, and workpapers
Participate in firmwide initiatives, internal trainings, and knowledge-sharing activities
Engage in CAS business development activities, including prospect outreach and intake of inbound referrals, with the opportunity to eventually lead these efforts
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field required
4–6+ years of progressive accounting or bookkeeping experience, preferably in a public accounting firm or outsourced client accounting services environment
Proficiency in Excel (e.g., pivot tables, lookups, formulas) and accounting software, including QuickBooks Desktop/Online (QB ProAdvisor certification a plus), as well as payroll systems such as ADP and Paychex
Experience managing multiple client relationships and competing deadlines
Prior experience reviewing the work of others and providing coaching and feedback
Excellent verbal and written communication skills and a client-service mindset
Ability to assist clients in understanding accounting and financial concepts in clear terms
Demonstrated problem-solving ability, strong attention to detail, excellent organization and the ability to work independently
Company
Johanson & Yau
We are experienced professionals in audit, assurance, tax, advisory and wealth management.
51-200 employees
H1B Sponsorship
Johanson & Yau has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Byron Ishiwata
Tax Partner
Carol Fan, CPA
Tax Partner
Company data provided by crunchbase