top of page

Account Specialist - Client Accounting Services

Job Summary:

The CAS Account Specialist will primarily be responsible for coding data transactions in QuickBooks Online, and then performing appropriate bank/credit card reconciliations and data manipulation.

​

Supervisory Responsibilities:

· None.

​

Duties/Responsibilities:

· Performs general cost accounting and other related duties for clients as engaged.

· Codes data transactions in QuickBooks Online for bank accounts and credit cards.

· Maintain the general ledger for clients.

· Codes invoices, sets up new accounts, reconciles accounts, and closes the books for clients based on engagement letters.

· Provides payroll support to clients

· Provides support for tax staff & management regarding information requested for tax return compliance.

· Files tax forms with federal, state, and local government agencies.

· Maintains knowledge of acceptable accounting practices and procedures.

· Performs other related duties as assigned.

​

Required Skills/Abilities:

· Excellent verbal and written communication skills.

· Excellent organizational skills and attention to detail.

· Knowledge of general and specific payroll tax and sales tax regulations.

· Ability to correctly prepare tax reports.

· Proficient with Microsoft Office Suite or similar software, and accounting software.

​

Education and Experience:

· Bachelor’s degree in accounting preferred, but not required.

· At least three to five years of related experience is required.

​

Physical Requirements:

· Prolonged periods sitting at a desk and working on a computer.

· Must be able to lift up to 15 pounds at times.

​

Job Type: Full-time

Pay: $17.00 - $30.00 per hour

Benefits:

Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Work from home


Schedule:

8 hour shift

bottom of page