Senior Accountant – Client Accounting and Advisory Services (CAAS) Practice

If you a have 3-4 years of recent accounting experience with impressive excel and QuickBooks skills, we are looking for you! The ideal candidate will work collaboratively, be able to multi-task, manage priorities and deadlines, productively contribute to client meetings, be a self-starter, eager to upskill and committed in your own development. If you think you have what it takes to be successful as a Senior Accountant in Client Accounting and Advisory Services (CAAS) Practice, apply now!

How you will make an Impact – Your responsibilities include

• Assist Director and Accounting Manager with onboarding new clients including participating during various onboarding meetings, updating onboarding checklists, prompt responses to client inquires, securing access to client documents etc.,
• Complete assigned tasks for weekly, monthly, quarterly and annual bookkeeping in timely manner,
• Assist Accounting Manager in the preparation of periodic management and board packages,
• Assist in tax compliance calculations and collaborate with tax department for timely tax filings,
• Assist in the preparation of financial statements, dashboards, and other deliverables for the clients within the set deadlines,
• Complete account reconciliations and various schedules per GAAP, Accrual and Cash basis,
• Maintain keen attention to detail and ensure adherence to firm methodology and accounting principles,
• Participate in special accounting projects assigned to support firm’s initiatives and client requests,
• Support business development efforts by attending networking events and firm sponsored events.

How will you get here? Qualifications

Accounting Experience

• 3-4 years of work experience including 2 years of recent operational accounting experience
• Experience in month end / year end accounting and close processes
• Experience in account reconciliations including payroll, investments, prepaids, accruals and others
• GAAP, accrual and cash basis accounting experience a must
• Proven experience in troubleshooting variances and correcting inaccuracies

Software Experience

• 2 years of QuickBooks experience required
• QuickBooks Pro Advisor Certification not required but is a plus
• Extensive experience in Excel including ability to create complex formulas is required
• Bill.com certification not required but is a plus
• Sage Intacct, Xero experience not required but is a plus

Soft Skills

• Self-starter with strong organizational skills,
• Proven ability to multi-task and work on multiple clients at the same time,
• Strong interpersonal skills to work well with CAAS group, coworkers and with clients
• Ability to work independently on assigned tasks and invested in upskilling
• Proactive response to meet client expectations and also timely response to client inquiries

How We Work – About Tonneson + Co

At Tonneson + Co, our company culture is built on respect, inclusion, and leadership. With over 45 years of experience, we’re proud to have been named one of Accounting Today’s Best Firms to Work For and recognized as an Inclusive Workplace. We believe that professional growth drives personal fulfillment, which is why we offer ample opportunities for development, mentorship, and career progression. At Tonneson + Co, you won’t just have a job; you’ll have a career where you can thrive, learn, and grow.

Get a glimpse into our culture with some recent firm highlight reels:

• Tonneson + Co Goes to the Bruins game
• Tonneson + Co Halloween Costume Contest
• Tonneson + Co Gives Back – Catie’s Closet Fill the Bus
• “We Work at Tonneson” – See the Perks of Tonneson + Co  
• Tonneson + Co Firm Culture – Best Place To Work – See Why

Why Work in CAAS?

Client Accounting and Advisory Services (CAAS) is a rapidly growing practice with over 100 active clients and counting. We provide Interim CFO, Outsourced Controller and Outsourced Accounting assistance, or take over the entire accounting function for our clients. We also provide advisory services such as software conversion, audit support, forecasting, treasury management, tax and compliance services, financial management, operational support, and many more advisory functions requested by our clients. The industries serviced are non-profits, financial services, family offices, the technology sector, and many more. We pride ourselves on being a group of dedicated experts with strong work ethic and excellent client service skills. Our collaborative and supportive team culture has created strong ties with numerous staff who have lengthy tenures on the CAAS team.

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