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CAAS Senior Associate

Frazierdeeter · Charlotte, NC
Category Other
Posted 1mo ago
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Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year.

Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

As a Client Accounting & Advisory Solutions (CAAS) Senior Associate , you’ll play a key role in delivering high-quality accounting support and actionable financial insights to our clients. In this position, you will take ownership of day-to-day client accounting activities, serve as a reliable point of contact, and support the development of junior team members through guidance and review. This role blends hands-on accounting execution with increasing responsibility in client engagement management and team support.

We’re seeking a detail-oriented, solutions-focused accounting professional who thrives in a collaborative environment, excels in client service, and is motivated to grow into future leadership opportunities. Duties &

Responsibilities

  • Manage day-to-day accounting activities for assigned clients, including transaction entry oversight, account clean-up, and month-end close processes
  • Prepare and review journal entries, reconciliations, and supporting workpapers to ensure accuracy and completeness
  • Manage full-cycle accounting functions, including accounts payable, accounts receivable, and payroll processing
  • Prepare monthly financial statements and perform variance and trend analysis, identifying key insights and escalating as needed Independently manage smaller client engagements while supporting larger, more complex accounts
  • Serve as a primary point of contact for assigned clients, ensuring proactive, professional, and timely communication
  • Support client relationships by assisting with questions, addressing issues, and providing clear financial insights
  • Review work prepared by Associates, providing timely feedback to support development and ensure quality
  • Assist with onboarding and training new team members, reinforcing firm processes and standards
  • Identify opportunities to improve accounting workflows and processes to enhance efficiency and accuracy Stay informed on accounting standards, regulatory changes, and compliance requirements
  • Deliver high-quality work on time while managing multiple client engagements effectively Education &
  • Experience:
  • Bachelor’s degree in Accounting required CPA license or progress toward licensure preferred 3-6+ years of experience in public accounting, outsourced accounting, or industry accounting
  • Strong understanding of full-cycle accounting and financial reporting
  • Experience managing multiple priorities in a deadline-driven environment
  • Proficiency in QuickBooks Online and Excel; experience with Sage Intacct, Xero, NetSuite, and Bill.com preferred
  • Strong analytical and problem-solving skills with attention to detail
  • Excellent communication and interpersonal skills with the ability to work collaboratively in a team environment #LI - hybrid