CAS Associate

As part of the H&B team, you will work in a collaborative and rewarding environment. We provide our team members the right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting.

What will I be doing?

• Performing bank and credit card reconciliations, managing general ledger entries, and preparing financial statements
• Handling full-cycle payroll including quarterly filings, W-2s, and 1099s
• Managing accounts payable and receivable functions, including payment processing and deposits
• Conducting trust accountings and financial data analysis to support client operations
• Implementing tailored accounting processes based on client needs
• Maintaining accurate documentation and records, including invoice coding and client file setup
• Supporting accounting staff with administrative tasks such as scanning, filing, and vendor communications
• Collaborating with clients to understand their financial needs and provide customized solutions

What skills and knowledge should I have?

• Minimum of 4 years of accounting and bookkeeping experience preferred
• Associate’s degree or equivalent; CPB and QBO ProAdvisor certifications are highly valued
• Experience with QuickBooks Desktop and Online, including consulting and troubleshooting
• Strong understanding of accounting practices and rules
• Effective time management and ability to handle multiple engagements
• High level of accuracy in data entry and financial documentation
• Excellent verbal and written communication skills
• Ability to work independently and collaboratively in a fast-paced environment
• Professional integrity and ability to handle confidential information

How will performance be assessed?

• Ability to manage multiple tasks and engagements efficiently
• Timely and accurate completion of financial reports and reconciliations
• Quality of client interactions and responsiveness to their needs
• Adherence to firm policies and procedures
• Accuracy in billing and time tracking
• Initiative in identifying and implementing process improvements
• Collaboration with team members and contribution to a positive work environment

What are the benefits?

• Competitive compensation
• Unlimited PTO for qualified employees!
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member

Pay range: $65,000 - $75,000 annually