Senior Associate, Client Accounting Services
2 weeks ago
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Outsourcing team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate, Client Accounting Services to join their dynamic team.
Responsibilities:
- Prepare/write up full monthly work for more complex clients
- Review monthly work prepared by Associates and other Seniors
- Assist with monthly prep as needed and provide quality feedback
- Confirm work is flowing through Associates and Seniors with minimal edits
- Assist with training and development of Staff and Seniors
- Increased client responsibility
- Delegate tasks appropriately
- Communicate with team members for missing items for monthly work
- Calculate and analyze financial ratios
- Complete more complex business and personal tax returns
- Begin client relationship
- Discuss open items
- Review financial ratios
- Start to work independently with minimal review on work performed
- Understand priorities and communicate those priorities effectively
- Ability to meet budget and realization goals for both for clients and team
- 2-4 Years' experience in accounting
- Bachelor's Degree preferred (accounting, business, economics, finance, etc.)
- Experience with financial statement preparation
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to think critically
- Demonstrate excellent analytical and problem-solving skills
- Ability to handle more than one project / task at a time
- Exceptional communication and Writing Skills internally and externally
- Ability to learn different software and understand how they work and improve the firm in total
- Proficient communication skills to talk to clients and team members
- Proficient with the Microsoft Suite of products - Excel, Word, PowerPoint, Teams, Etc.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
-
Client Accounting Services
18 hours ago
Atlanta, GA, United States NorthPoint Search Group Inc Full timeClient Accounting Services (CAS) Senior Manager Who: A seasoned accounting leader with an active CPA and at least six years of CAS or similar managerial experience. What: Oversee and grow the CAS practice by leading service delivery, managing teams, improving processes, and supporting business development in a confidential firm. When: This role is available...
-
Private Client Services Account Associate
1 week ago
Atlanta, GA, United States Marsh & McLennan Companies Full timeCompany:Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can...
-
Private Client Services Account Associate
16 hours ago
Atlanta, GA, United States Marsh & McLennan Companies Full timeCompany:Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can...
-
Private Client Services Account Associate
24 hours ago
Atlanta, GA, United States Marsh LLC Full timeOur not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a...
-
Senior Client Service Associate
6 days ago
Atlanta, GA, United States Raymond James Full timeClient Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Senior Client Service Associate
7 days ago
Atlanta, GA, United States Raymond James Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Senior Client Service Associate
2 weeks ago
Atlanta, GA, United States Raymond James Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Senior Client Service Associate
5 days ago
Atlanta, GA, United States Raymond James Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Client Service Associate
7 days ago
Atlanta, GA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding,...
-
Client Service Associate
4 days ago
Atlanta, GA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding,...