Client Advisory Services Associate
Clark Nuber PS is a rapidly growing firm seeking a Client Advisory Services Associate to join their team. This role involves providing GAAP-based accounting and operational support to a diverse range of clients, ensuring accuracy in financial reporting, and advising on compliance issues.
Responsibilities
- Successfully complete monthly, quarterly, and annual closes which include, but are not limited to, reconciling bank and credit card accounts, evaluating accounts receivable and payable balances, and reviewing fixed asset detail
- Prepare accurate monthly, quarterly, and annual financial statements and analyze accounting records and other financial reports for internal and external users
- Calculate, prepare, and file monthly, quarterly, and annual tax forms at the local, state, & federal level for clients (excluding federal income tax filings)
- Perform other operational compliance for clients, which may include but is not limited to filing business licenses, maintaining permitting, and preparing census filings
- Perform basic bookkeeping functions for assigned clients at transaction level
- Basic operational accounting functions include accounts receivable, accounts payable and check runs, data entry, and serving as interim staff for external clients
- Oversee clients' bookkeeping, accounting records, and processes to ensure accuracy of information, and provide support for year-end audit or tax preparation
- Review financial reports in preparation for board meetings as required
- Identify potential compliance issues and advise clients on resolution
- In collaboration with more experienced team members, set up new clients in selected accounting system, create chart of accounts, build processes to maintain accurate client records, and build reports
- Ensure client accounting system structure and report bundle meet the needs of the end users (management, board, and compliance)
- Provide initial and ongoing training to clients on general business, bookkeeping, accounting, segregation of duties, and other basic internal controls
- Perform other duties as assigned by senior, manager, or Shareholder in charge of CAS to support the needs of the department and organization
- Establish annual goals in line with the CAS team and firm and seek out coaching proactively
Skills
- Bachelor's degree in accounting, finance, or related preferred or a combination of education and directly related work experience
- A minimum of 1 year of experience providing full-charge bookkeeping, accounting systems, and processes
- You must pass a background check, including a credit check at any time to remain eligible for this position
- Working towards CPA certification desired
Benefits
- Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
- Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
- Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
- Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.
Company Overview