Client Accounting & Advisory Services Associate
At ClearPoint CPA’s, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.
We’re building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you’re looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you’ll feel right at home here. Join us and be part of a team committed to helping each other thrive.
We are seeking a detail-oriented and motivated Accounting Associate to join our growing Client Account & Advisory Services (CAAS) Team. In this role, you’ll work directly with clients to manage day-to-day financial operations, provide insightful reporting, and deliver meaningful support that helps small and mid-sized businesses thrive.
If you enjoy bookkeeping, problem-solving, and building lasting client relationships, this is a great opportunity to grow your career in a supportive, modern accounting firm.
Daily Responsibilities:
- Perform bookkeeping and general ledger maintenance for multiple clients using QuickBooks Online and other platforms
- Record and reconcile bank and credit card transactions
- Reconcile accounts payable and receivable
- Collaborate directly with clients, acting as their outsourced accounting department or advisory partner
- Assist with sales tax filings, 1099s, and other compliance tasks
- Willingness to learn how to process payroll and required payroll quarterly filings