Position Summary

THE FOCUS IS YOU: 

Client Service Associates (CSA’s) are employees who are interested in pursuing a career in professional bookkeeping services. During this time, CSA’s need to focus on developing skills, building their technical skill base, understanding and executing diligent client service, and getting oriented to the Firm’s practices, policies, and culture.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

• Demonstrates ability to work independently on engagements or assist professional staff in:
• Performing bookkeeping services for client
• Completing and reviewing of month-end work (reconciliation of bank accounts, post cash receipts and cash disbursements, calculate and record monthly accruals, record standard monthly entries, track payment of federal, state and local tax estimates, prepare monthly financial statements, review G/L detail to be sure sufficient information is provided for preparation of year-end returns)
• Preparing and reviewing quarterly and annual payroll tax returns, W-2’s, 1099’s
• Calculating and reviewing monthly sales tax liability
• Develops proficiency in use of all technology necessary for performance execution
• Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
• Ensures quality control procedures are being executed under direction of engagement supervisor
• Maintains positive client relationships
• Responds timely and accurately to internal team and client requests
• Demonstrates willingness to understand how to work within budgetary parameters
• Appropriately communicates difficult situations encountered on engagements to supervisor
• Perform thorough self-review of all work prior to submission to supervisor
• Proactively demonstrates a willingness to learn and attain greater knowledge on a continual basis; looks to build technical skill base
• Grasps concepts quickly and demonstrates knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures
• Makes well-thought-out decisions and considers all facts; with the best interest of the client in mind
• Asks appropriate questions and requests supervision when in need of assistance
• Follows regulations and professional ethics of the AICPA and the state society

WHAT WE ARE LOOKING FOR

Experience

• Prior bookkeeping experience in public accounting, corporate or private business
• Thorough understanding of bookkeeping
• Proficient knowledge of bookkeeping software, Excel and Word

Education

• Some formal accounting training or appropriate experience requirements

License / Certification

• None

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO