Role Description
At Perkins & Co, we’re building a CAS practice that pairs excellent accounting with AI-enabled, real-time advisory. Over the next year, you’ll help us modernize workflows, adopt new tools, and expand advisory services. If you’re curious, adaptable, and excited to be part of this journey, you’ll thrive here.
We’re looking for a Client Accounting Senior Associate to support our growing department with strategic insight, hands-on execution, and strong accounting skills.
Responsibilities:
-
Prepare more complex financial statements and analyze and identify any errors or omissions made by clients.
-
Research issues thoroughly and present guidance to support recommended solutions.
-
Demonstrate proficiency in accounts payable, accounts receivable, payroll, and sales tax processes for assigned engagements.
-
Assist clients and others in resolving problems related to systems or software.
-
Support process improvement efforts, pilot new tools, and participate in automation and AI training.
-
Develop AI literacy (prompt design, validation, exception handling).
Qualifications
-
Bachelor’s degree in a related field required, along with 5+ years of experience; experience in a large local, regional, or national accounting firm is preferred.
-
Experience with maintaining client relationships in a professional services environment is preferred.
-
QuickBooks Online ProAdvisor Certification required, or willingness to obtain it within two months; QuickBooks Desktop experience also required.
-
Advanced Microsoft Excel skills.
-
Proactive, effective English verbal and written communication skills are required.
-
Strong computer skills including database, spreadsheet, report writing, project management, graphics, word processing, presentation creation/editing, etc. are required.
-
Ability to travel to client sites as needed (about 10% local and 5% out of market).
-
Experience in a large local/regional or national CPA firm is strongly preferred.
Requirements
-
Salary range is $80K-$95K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR.
-
401(k) profit sharing plan; immediate vesting of employer contributions.
-
14.5 paid holidays, generous paid time-off plan, parental leave.
-
Incentive plan for sales leads.
Benefits
-
Great colleagues—work with smart, creative professionals who delight in rolling up sleeves and digging in to help client organizations achieve their full potential.
-
Growth—opportunity for expanding your skills and knowledge within the position and there’s room for advancement.
-
Participation in networking and learning opportunities.
-
Variety—the job includes diverse responsibilities and clients bring varying needs.
-
Paperless, cloud-based environment; we’re committed to smart use of technology.
-
Competitive salary and benefits.
-
We have fun here!
Company Description
We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too.
-
The largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA.
-
12th largest women-owned business in Oregon & Clark and Skamania counties, WA.
-
3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal).
-
Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated).
-
#1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon’s Most Admired Companies list (Portland Business Journal).
-
America’s Best Tax and Accounting Firms (Forbes).
-
America’s Most Recommended Tax and Accounting Firms 2024 (USA Today).
-
We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing).
-
Best Accountant of Portland (Willamette Week reader’s poll).