Client Accounting and Advisory Services Staff (CAAS)
In addition to competitive salary and benefits, we offer a progressive and transparent path to lead and grow within the firm. Equally important to serving our clients, and furthering our employees’ professional knowledge, is our dedication to our employees’ well-being and personal growth. At our firm, you are not just another employee or name, you are part of the family.
Here are just a few of the advantages you can look forward to as part of De Boer, Baumann & Company team:
- An environment promoting and enabling a healthy work/life balance
- A competitive compensation and benefits package including bonuses, medical and life insurance, 401(k), profit sharing, flexible spending account, vacation time and more
- A commitment to the personal and professional development of all our team members
- An opportunity to work with a large variety of clients at multiple levels
- Direct interaction with De Boer, Baumann & Company’s partners and managers
- Advanced technology and communication systems
- Employee referral bonus
- Client referral bonus
We look forward to learning more about you! Whether you are a recent graduate or an experienced professional, we welcome your talent. We always welcome applications from motivated, bright individuals who want to join our team.
Job Overview:
As a Client Accounting and Advisory Services Staff (CAAS), you would be providing outstanding service to our clients through accurate and timely issuance of financial reporting, monthly closing of client books, precise payroll processing, and successful partnership with other De Boer, Baumann & Company, P.L.C. departments.
Engagement Services:
- Prepares and maintains detailed work schedules for assigned client projects
- Monitors engagement progress and due dates
- Prepares financial reports for assigned clients
- Formats financial reports as needed for client specific needs
- Creates new client engagements to include SOP for the client which can include: chart of accounts, financial report formatting, processing procedures, and other important client specific details
- Travel to client location for on-site training
- Perform special projects, as needed
Marketing and Business Development
- Sells, or assists in selling, CAAS engagements to clients and potential clients
- Develops and documents SOP for current clients, to help ensure the quality and consistency of CAAS engagements
- Prepares fee analysis, timelines, and proposals for new engagements
Technical and Client Service Skills
- Skilled in all aspects of accounting software utilized in servicing clients including:
• QuickBooks Online
• QuickBooks Online payroll
• QuickBooks Desktop
• Bill.com experience, preferred - Attends Continuing Professional Education courses, provided by DeBoer, Baumann & Company, P.L.C.
Qualifications:
Education/Licensing
- Associate’s Degree in Accounting, or other relevant field, preferred
Experience, Knowledge, Skills and Abilities
- QuickBooks online experience
• Must be comfortable enough to provide on-site training to clients - Two or more years of related experience and/or training, including general accounting and research experience, preferred
- Strong analytical and diagnostic skills; ability to make decisions
- Ability to multi-task and manage deadlines
- Strong verbal and written communication skills
- Teamwork oriented with a willingness to grow and desire to go above and beyond
Schedule and Environment
- Full-time, benefited position
- Office with hybrid schedule available once fully trained
Benefits:
- Medical, Dental, Vision
- Dependent Care and Medical Flexible Spending
- Employer Paid and Voluntary Life Insurance
- 401(k) and Roth Retirement Plans
- Flexible/Hybrid Scheduling
- Paid Time Off
Interested applicants should send their resumes to Michelle Shanty at: mshanty@dbccpa.com