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CAAS Associate

templeton advisorsMiami, FL

2 days ago

Occupations

Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All Other

Industries

Other Accounting ServicesOffices of Certified Public AccountantsOther Management Consulting Services
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About the role

Client Accounting & Advisory Services (CAAS) – Accountant
Overview:
  • Our Client Accounting Services (CAAS) department provides comprehensive back-office accounting support for businesses and high-net-worth individuals. We specialize in the preparation of financial statements, including balance sheets, profit & loss statements, and cash flow reports.
  • Our CAAS offerings include (but are not limited to):Accounting software training
  • BookkeepingController services
  • Cash flow projections
  • Financial document preparation
  • Data analytics
  • Electronic bill processing & payments
  • Financial reporting
  • Outsourced CFO services
  • Accounts payable and receivable management
The CAS Accountant plays a key leadership role in delivering high-quality accounting services to our clients. This solution-oriented professional will oversee client engagements, review work prepared by team members, meet directly with clients, assist in annual evaluations, and perform other management duties as assigned.
Key Responsibilities:
  • Lead and manage multiple client engagements
  • Review of financial statements and accounting work
  • Provide strategic guidance and actionable insights to clients
  • Support and mentor team members
  • Ensure timely and accurate delivery of services
  • Collaborate with internal departments to enhance client experience
  • Ideal Candidate Attributes:
  • Strong, supportive communicator
  • Ability to manage multiple projects in a fast-paced environment
  • Proficiency in accounting software and systems
  • Deep understanding of general ledger accounting and financial statement preparation
Qualifications:
  • Bachelor’s degree in accounting (required)
  • Minimum 3 years of accounting experience, preferably with multiple clients
  • Strong knowledge of GAAPAdvanced Excel skills (Word & PowerPoint preferred)
  • Experience with QuickBooks Online/Desktop; Great Plains/MS Dynamics a plus
  • Familiarity with Bill.com or similar platforms

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JOB OVERVIEW

Experience level

Mid

Location

Miami, FL

Occupation

Accountants and Auditors

Industry

Other Accounting Services

Posted

2 days ago

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