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