Client Accounting & Advisory Senior - CAAS

Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

WilkinGuttenplan is seeking a skilled and experienced Senior Accountant to join our team as a Client Accounting & Advisory Services (CAAS) Senior. This is an exciting opportunity to play a key role in delivering exceptional financial insight and support to our clients. We offer flexible work arrangements — choose from hybrid, fully remote, or in-office options at our New Jersey location.

Description

• Coordinate service activities and help oversee staff accountants.
• Oversee the day-to-day accounting services to clients.
• Overview and direct interaction with general ledger postings.
• Accounts payable oversight including cash management and bill payment.
• Employee expense reimbursement oversight.
• Payroll processing review and collaboration with clients.
• Assist with the preparation and review the month end close process.
• Detail review of reconciliations for balance sheet accounts.
• Analyze the balance sheet, profit and loss, and cash flow statements.
• Ensure books are maintained in compliance with individual client expectations, GAAP, income tax cash basis, Income tax accrual basis, or other comprehensive basis of accounting.
• Assist with consolidations and foreign currency translations.
• Assist in the preparation and/or review of monthly financial reporting including dashboards, KPIs, and narratives.
• Assist with QuickBooks Online implementations and client onboarding.
• Assist the FP&A team with budgeting and forecasting.
• Maintain ongoing relationships with clients, serving as their primary point of contact for day-to-day communication, coordination, and support.

Requirements

• Bachelor’s degree in accounting or finance.
• CPA license or actively working towards obtaining a CPA license preferred but not required.
• 3+ years of recent work experience as an accountant in a Client Accounting Department (CAS), or experience working in an outsourced accounting or CFO firm.
• Experience with QuickBooks Online required.
• Experience with Bill.com & Jirav (FP&A software) preferred but not required.
• Experience in the following industries preferred by not required – Technology and SaaS, Professional Services, Real Estate, Family Office, Life Sciences.
• Proficient in Excel.
• Able to function in a team setting and collaborate with others.
• Strong organizational and communication skills.

Benefits

Why us?

• We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
• We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website.
• Our collaborative work environment is strongly committed to your professional growth and success.
• We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm.
• We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!
• The estimated salary range for this position is $84,000 - $105,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

We believe in equal opportunity:

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.