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Form of workDescription:
We are seeking a highly motivated and detail-oriented individual to join our Client Accounting and Advisory Group as a CAAS Coordinator. In this role, you will play a crucial role in supporting our clients' needs and ensuring smooth operations within the department. Your primary responsibilities will include client billing, software administration, client support, bank statement management, and acting as a liaison between our production team and clients. Effective communication skills and multitasking abilities are essential for success in this role.
Your Day-to-Day Responsibilities
- Client Billing: Prepare and process accurate and timely client invoices based on provided guidelines, ensuring adherence to billing policies and procedures. Maintain billing records and communicate with clients regarding billing inquiries.
- Administration of the software stack: Assist clients with QuickBooks Online login issues, troubleshoot technical problems, and provide guidance on software usage. Collaborate with the IT team to address any software-related issues or updates.
- Supporting and assisting Account Executives: Collaborate with Account Executives to provide necessary support in client engagements, including preparing financial reports, conducting research, and assisting with client meetings or presentations. Responsible for annual engagement letter renewals.
- Acting as a liaison between the CAAS production team and clients: Facilitate effective communication between the production team and clients, ensuring timely and accurate exchange of information. Address client inquiries and concerns and escalate complex issues to the appropriate personnel.
- Providing essential support for efficient operations: Execute tasks with meticulous attention to detail, demonstrating a high level of accuracy and quality control. Multitask effectively to handle multiple client accounts simultaneously and prioritize workload to meet deadlines.
- Effective communication for smooth department functioning: Maintain clear and professional communication with clients, colleagues, and stakeholders, ensuring efficient and smooth operations within the department. Proactively address potential issues and provide timely updates to relevant parties.
What You Need to Succeed
- 2 years of administrative/office experience in a professional service setting preferred
- Proven experience in client accounting or related roles within a CPA firm.
- Strong attention to detail and ability to maintain accurate records.
- Excellent organizational and multitasking skills.
- Strong verbal and written communication skills.
- Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
- Ability to adapt to changing priorities and handle confidential information with discretion.
- Commitment to maintaining a high level of professionalism, ethics, and integrity in all interactions and tasks.
Why us:
Hancock Askew has been consistently named one of the Best and Brightest Companies to Work For in the Nation and a Best Accounting Firm to Work For since 2018, among many other accolades. We are as passionate about our employees as we are our clients, offering strong camaraderie, excellent opportunities for growth and a competitive total compensation package.
Benefits for full-time employees include:
- 4 weeks PTO for all full-time employees with an additional day being added each successive year of employment
- 10 observed, paid holidays
- Annual Employee Appreciation Day Outing
- Extensive insurance coverage including dental, vision, and 100% employer-paid health options
- 401(k) Retirement Plan with employer match
- Break rooms stocked with snacks and food
- And more!
Hancock Askew & Co., LLP is an equal opportunity and Affirmative Action employer.
