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Baratz & Associates, P.A. · 6 days ago

Client Accounting Services (CAS) Specialist

Marlton, NJ

Full-time

Onsite

Mid Level

Baratz & Associates, P.A. is a full-service accounting firm providing reliable and accurate tax consulting, audit, and accounting services. The CAS Specialist will deliver high-quality bookkeeping and accounting services while supporting clients in managing their financial operations and making informed decisions.

AccountingConsulting

Responsibilities

Managing and processing clients’ financial data with accuracy and timeliness

Utilizing accounting software (e.g., QuickBooks, Sage Intacct) to record transactions, manage accounts payable/receivable, and categorize expenses

Reconciling general ledger, bank, credit card, and loan accounts

Preparing and analyzing financial statements to support client decision-making

Creating reports for 1099s, W-2s, and other year-end compliance needs

Supporting accountants with client projects and advisory services

Identifying opportunities for process improvement and implementing workflow enhancements

Assisting clients with onboarding to new accounting platforms and providing ongoing support

Cleaning up and restructuring complex or disorganized financial records

Managing inter-company transactions and full-cycle accounting processes

Collaborating with clients on platforms such as Bill.com, Otter.ai, FYLE, and workflow management tools

Staying current with software updates and exploring new technologies to improve service delivery

Communicating effectively with clients and internal teams, both verbally and in writing

Managing multiple tasks and projects while meeting deadlines

Qualification

Accounting experienceQuickBooks proficiencyBookkeeping principlesMS Excel proficiencyCloud-based accountingOrganizational skillsProblem-solving mindsetCommunication skills