CAAS Senior Associate at Frazier & Deeter

Charlotte, North Carolina, United StatesFull-timeAdvisoryPosted about 1 month ago

About the Role

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

About the Role

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