Requirements

• CAS requires both an advanced Accounting skill set and a customer service

Skill Set

• Strong organizational skills
• Preferable knowledge in Reconciled Cloud Accounting Technology (QBO, Xero, Dext, Bill.com, Melio, and related technologies)
• Strong understanding of accounting best practices
• Flexibility towards project directional changes
• High standards for customer satisfaction
• Comfort with various communication platforms: Phone, Email, Slack, Zoom, etc.
• Attention to detail
• Familiarity with multiple business models and accounting best practices
• Adequate experience in bookkeeping/accounting
• In addition to the core requirements, the Cloud Accounting Specialist should have a solid understanding and application of GAAP principles.

Tasks

• Complete accounting work as agreed upon in the clients’ contracts (may also require the
• use of integrating applications).
• Manage core accounting tasks (bank/cc feeds, monthly bank reconciliations, etc)
• Perform advanced accounting tasks which may include but are not limited to sales tax returns and payments, inventory reconciliations, month-end closing, 1099 processing,
• supporting integrations, manual or automated import of financial data from third party platforms, and financial report overview.
• Create and maintain updated client information and key processes for each client.
• Act as the primary client contact and relationship manager. Maintain client relationships with all clients in such a way that clients understand that the CAS will be sufficiently knowledgeable of the client’s business activity and is available to assist the client with any matter requiring escalation.
• Provide additional technical and accounting support to team members throughout Reconciled