CAAS Accountant

General Purpose:

Richey May is seeking a driven and strategic Accountant to join our growing Client Accounting Services (CAS) practice. In this role, you will not just be a "bookkeeper"—you will serve as the financial backbone for a diverse portfolio of high-growth clients. You will work side-by-side with Managers and industry experts to deliver the full-cycle accounting, financial reporting, and strategic insights that empower our clients (primarily general small business) to make data-driven decisions.

Essential Duties & Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Financial Operations & Reporting

• Financial Operations & Reporting: Own the Financial Narrative: Manage the integrity of financial data for multiple client accounts. You will move beyond data entry to ensure accuracy, consistency, and timeliness in all reporting.
• Full-Cycle Execution: Orchestrate end-to-end accounting operations, including posting transactions, complex bank/credit card reconciliations, and rigorous General Ledger maintenance.
• High-Impact Reporting: Collaborate with leadership to produce sophisticated monthly financial packages (Balance Sheet, P&L, Cash Flow) that provide clients with a clear view of their financial health.

Compliance, Payroll & Specialized Services

• Regulatory Excellence: Manage critical compliance workflows, including sales and use tax filings, 1099 preparation, and payroll tax submissions, ensuring our clients remain compliant across jurisdictions.
• Payroll Administration: Oversee payroll processing with precision, ensuring accurate journal entry recording and reconciliation.
• Year-End Readiness: Lead "tax clean-up" initiatives, transforming client books into audit-ready financial records for year-end tax returns.

Technology & Digital Transformation

• Master the Modern Tech Stack :Leverage best-in-class cloud technology to drive efficiency. You will gain expert-level proficiency in QuickBooks Online, Sage Intacct, Office 365, and Bill.com.
• System Optimization: Drive client onboarding by architecting charts of accounts and integrating third-party operational tools (e.g., Expensify, Gusto) to automate workflows and reduce manual touchpoints.

Advisory & Strategic Initiatives

• Beyond the Numbers: Support high-level advisory projects, including "Quality of Earnings" reviews and financial due diligence.
• Value-Add Consulting: Contribute to special initiatives that drive client value, such as Employee Retention Credit (ERC) filings, cash flow forecasting models, and KPI dashboard development.

Job Qualifications:

• Proficiency in QuickBooks and/or Sage Intacct is highly desired. Advanced Excel skills are essential.
• A self-starter with a relentless work ethic, exceptional communication skills, and a genuine desire to grow into a consultative advisor role.

Experience:

• 1–3 years of progressive accounting experience.
• Background in public accounting or a specialized Client Accounting Services (CAS) practice is a distinct advantage.

Education:

• Bachelor’s degree in Accounting or Finance