CAAS Associate

Frazier & Deeter

Posted 6 days ago

Full Time

Charlotte, North Carolina

Hybrid

Smart Summary

Responsibilities

Manage full-cycle accounting processes and financial reporting for multiple clients using QuickBooks Online. Partner with business owners to provide financial insights and ensure accurate day-to-day accounting functions.

Qualifications

You have a Bachelor's degree in accounting and 1-2 years of experience in industry or public accounting. You are proficient in full-cycle accounting processes, possess strong numerical skills, and can effectively manage multiple client engagements while communicating financial insights.

Must Have Skills for ATS

QuickBooks Online

Gusto

Bill.com

Microsoft Office Suite

full-cycle accounting

accounts payable

payroll

general ledger analysis

Job Description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Summary:

As a Client Accounting Advisory Services (CAAS) Associate, you will play a key role in supporting and executing clients’ day-to-day accounting functions as part of a collaborative team. This role partners closely with entrepreneurial business owners, maintaining regular communication to address evolving needs, ensure accurate and timely financial reporting, and deliver meaningful insights. You will actively contribute to financial discussions, helping clients maintain a clear, reliable financial picture to support informed business decisions.

Duties & Responsibilities:

  • Manage full-cycle accounting processes utilizing QuickBooks Online.
  • Review and analyze the general ledger to identify trends, variances, and potential issues on a monthly basis.
  • Oversee accounts payable, ensuring timely and accurate processing of all client payments.
  • Process client payroll and maintain ongoing communication regarding HR and employee updates.
  • Manage multiple client engagements simultaneously, prioritizing deadlines and deliverables effectively.
  • Take a proactive approach to identifying and resolving client issues.
  • Communicate financial results and insights to clients and internal stakeholders in a timely manner.
  • Collaborate with internal team members to address challenges and recommend practical solutions.
  • Identify potential compliance and reporting issues, research appropriate solutions, and escalate when necessary.
  • Maintain billable hours in alignment with firm utilization standards.

Education & Experience: 

  • Bachelor’s degree in accounting.
  • 1-2 years of experience in industry accounting or public accounting.
  • QuickBooks Online, Gusto, and Bill.com experience preferred.
  • Strong communication and interpersonal skills.
  • Excellent numerical skills and attention to detail.
  • Ability to multitask, easily switching between multiple clients as needed.
  • Proficient with Microsoft Office Suite.

#LI - hybrid

Frazier & Deeter

Frazier & Deeter (FD) is an award-winning professional services firm, comprised of Frazier & Deeter, LLC, a US licensed CPA firm that provides attest services to its clients, and Frazier & Deeter Advisory, LLC, an alternative practice structure that provides tax and advisory services to clients worldwide. Frazier & Deeter Advisory, LLC and its subsidiaries are not a licensed US CPA firm. Our brand promise is Investing in Relationships to Make a Difference®, and clients tell us we consistently exceed expectations by supporting their evolving needs as their businesses grow. We achieve exceptional client satisfaction scores by looking beyond accounting for today to advising for the future. As a global brand, FD offers a full suite of tax, audit, risk advisory, digital and business transformation services. Our firm has received many honors based on the quality of our work and our dedication to client responsiveness. We have been recognized repeatedly as a Top 50 firm, a Best of the Best Accounting firm, a Best Firm to Work For® and a Best Firm for Women in Leadership. Additionally, FD is an award-winning Deliberately Developmental Organization, focusing our efforts on creating a culture in which we grow our people every day. Frazier & Deeter, LLC is registered with the Public Company Accounting Oversight Board, the Canadian Public Accountability Board and the American Institute of Certified Public Accountants. FD is also a member of CPAmerica.
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