Client Accounting & Advisory Services (CAAS) Associate

Client Accounting and Advisory Services (CAAS) Associate

• **Location:** Isler CPA, Eugene, Oregon
• **Job Type:** Full-time
• **Department:** Client Accounting & Advisory Services (CAAS)
• **Reports To:** Director of CAAS

Position Summary

We are seeking a detail-oriented and motivated Client Accounting and Advisory Services (CAAS) Associate for Isler CPA's growing, fast-paced CAAS department. This in-office position is designed for individuals with an associate's or bachelor's degree in accounting who are looking to launch their career in a structured, professional environment. Reporting to the Director of CAAS, you will work directly with a variety of clients to support day-to-day accounting, payroll processing, and financial reporting responsibilities.

Key Responsibilities

• Perform daily accounting tasks such as accounts payable, accounts receivable, general ledger entries, and bank reconciliations
• Process payroll for clients, ensuring timely and accurate filings in compliance with federal, state, and local laws
• Support month-end and year-end close processes, including journal entries and account reconciliations
• Maintain and update client records in QuickBooks Online, including transaction entry, reporting, and system organization
• Prepare financial reports and assist in the preparation of financial statements
• Communicate with clients to gather financial information, respond to inquiries, and provide high-quality support
• Assist with the onboarding and setup of new client accounts
• Ensure confidentiality and professionalism in handling all client financial data
• Identify opportunities for process improvement and increased efficiency in client workflows
• Other duties as assigned by the Director of CAAS or other CAAS senior accountants

Required Qualifications

• Associate's degree in Accounting or a closely related field
• Strong understanding of basic accounting principles and terminology
• Proficiency in QuickBooks Online (QBO) is required
• Must be able to demonstrate proficiency
• One year or more of prior experience in public or private accounting utilizing QBO
• Familiarity with payroll processes and related tax compliance
• High attention to detail, accuracy, and organizational skills
• Excellent communication and time management abilities
• Ability to work effectively in a team and independently in a fast-paced, deadline-driven environment
• Must be able to work on-site full-time; remote or hybrid options are not available

Preferred Qualifications

• Prior experience in accounting, payroll, and bookkeeping in a public accounting environment
• Knowledge of governmental accounting standards (e.g., GASB)
• Interest in pursuing additional credentials such as CPA or CPP

What We Offer

• Structured training and mentorship within a CPA firm
• Hands-on experience with a diverse client base
• Competitive compensation and benefits
• Support for continuing education and professional development
• A collaborative, supportive team environment

If you're ready to take the next step in your accounting career and thrive in a client-focused, in-office role, we invite you to apply:

• Resume and cover letter are required
• Cover letter should contain the following:
  • Explanation of your familiarity with QuickBooks Online
  • Description of your experience with the accounting cycle, including payroll, bank transactions, and financial statement reporting
  • Example of your ability to work on multiple projects concurrently, emphasizing your process of prioritizing work