Associate, Client Advisory Services - Public and Middle Markets

Summary

CAS Associates in the Public and Middle Markets group are given a wide variety of CAS assignments under the supervision of Directors and Partners. Performance is judged based on the quality of work, ability to meet project deadlines, and application of accounting standards. This position will develop working relationships with our clients to deliver top client service while also striving for technical excellence and team success.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Prepare and review accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
• Performs or assists with the day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger activities methods for timeliness, accuracy, quality, compliance and scope creep, while committing to professional standards
• Works well independently and anticipates problem areas and questions that will arise during the course of a project
• Collaborates with Managers and Partners to keep informed of all-important developments; analyzes problems and recommends solutions
• Communicates progress of projects, problems, and resolutions to client
• Contributes insights and innovative ideas based on hard and soft trends in clients’ industry
• Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
• Builds relationships with each client throughout the year; possesses a thorough knowledge of the client and all facets of client’s business
• Monitors time budgets
• Collaborates with Performance Advisor to manage workload and demonstrates ability to properly delegate and manage workload.
• Promotes an environment of continual learning, while growing your own leadership and interpersonal skills
• Performing assigned tasks and contributing to projects, ensuring high-quality work and adherence to deadlines.

 

 

Work environment

Work to be performed full time on client site in San Antonio, TX.

 

Physical demands

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 20 pounds at times.

Travel required

Minimal Travel (0-10%)

Required education and experience

• Bachelor's Degree in accounting, finance or related field, and 1-3 years of equivalent accounting experience required.
• Expertise in MS Office, including Word, Excel, PowerPoint and Outlook.
• Excellent verbal and written communication skills
• Ability to set priorities with excellent time management skills
• Enjoyment in working independently with clear deadlines and deliverables
• Team player attitude with proven abilities to manage multiple projects in a fast-paced environment

Preferred education and experience

• Experience working in public and/or outsourced accounting is a plus
• Knowledge and understanding of accounting software applications including, but not limited to QuickBooks Online and Sage Intacct is preferred
• CPA License or CPA Exam eligibility 
• Experience in any of the following industries is a plus:
  • Nonprofit
  • Healthcare
  • Restaurants
  • Property Management/ HOAs
• Proficiency with any industry specific software applications used by the industries noted above considered a plus

Affirmative Action/EEO statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of t