[Hiring] Client Accounting Advisory Services Specialist @REDW

Role Description

✨ Client Accounting Advisory Services (CAAS) Specialist

• Manage day-to-day financial reporting to ensure accuracy and timely processing of client data
• Review and approve account classifications, reconciliations (bank, balance sheet, payroll), and general ledger accuracy
• Identify and resolve missing or inaccurate transactions within the G/L
• Maintain organized financial records and filing systems (digital and physical)
• Support accounting projects and perform routine audits of transactional data, reports, and system functionality

Qualifications

• High school diploma or GED
• 3+ years of experience in bookkeeping
• Certificate of 2-year associates preferred

Requirements

• Strong technology skills using Microsoft Office 2007 or later
• Experience working in a paperless environment strongly preferred
• Strong interpersonal and relationship building skills
• Team player with a positive “can-do” approach
• A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas

Benefits

• Medical, dental, vision, life, disability
• 401(k) with match
• HSA and FSA options
• Flexible PTO + 10 holidays
• Monthly wellness reimbursement
• Learning platform + credential support
• Ongoing development resources
• $150 annual WFH allowance
• Tech provided