Client Accounting Services (CAS) Specialist

Client Accounting Services (CAS) Specialist

About Baratz & Associates, P.A.
Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. Boasting client relationships spanning decades, B&A’s personalized attention, and their extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow our business. Working at B&A will allow you to gain hands on experience to jumpstart your career. Please visit our website to learn more about the firm, our services, and our capabilities.
We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility. You will work directly with our clients, partners, managers, and staff who also want to work with you.

What the CAS Specialist role will offer you:

As a CAS Specialist , you will work in-person as part of a team of professionals committed to delivering high-quality bookkeeping, accounting services, and strategic support to individual and business clients. While the foundation of this role is traditional bookkeeping, it also involves providing comprehensive accounting services that help clients manage their financial operations more efficiently and make informed decisions.

You will be responsible for transaction posting, reconciliations, and financial reporting, and also play a key role in implementing technology solutions, improving workflows, and supporting clients with financial insights. We are a firm focused on delivering exceptional service, so we’re looking for someone who is a strong problem-solver, has an aptitude for numbers, and is eager to build relationships with clients. Your organization and reliability will help ensure smooth operations throughout the client engagement lifecycle.

The responsibilities of a CAS Specialist will include but are not limited to:

• Managing and processing clients’ financial data with accuracy and timeliness
• Utilizing accounting software (e.g., QuickBooks, Sage Intacct) to record transactions, manage accounts payable/receivable, and categorize expenses
• Reconciling general ledger, bank, credit card, and loan accounts
• Preparing and analyzing financial statements to support client decision-making
• Creating reports for 1099s, W-2s, and other year-end compliance needs
• Supporting accountants with client projects and advisory services
• Identifying opportunities for process improvement and implementing workflow enhancements
• Assisting clients with onboarding to new accounting platforms and providing ongoing support
• Cleaning up and restructuring complex or disorganized financial records
• Managing inter-company transactions and full-cycle accounting processes
• Collaborating with clients on platforms such as Bill.com, Otter.ai, FYLE, and workflow management tools
• Staying current with software updates and exploring new technologies to improve service delivery
• Communicating effectively with clients and internal teams, both verbally and in writing
• Managing multiple tasks and projects while meeting deadlines

Qualifications

• Proven experience in accounting, preferably in a CPA firm or accounting department
• Familiarity with payroll and sales tax processing/filing
• Strong understanding of bookkeeping and accounting principles
• Proficiency in MS Excel, Word, Outlook, and QuickBooks (Desktop and Online)
• Experience with cloud-based accounting platforms and workflow tools
• Exceptional organizational skills and ability to prioritize tasks
• Self-starter with a dependable work ethic and problem-solving mindset
• Education in accounting or related field preferred but not required

We offer:

• An experience of a growing firm that will provide room for career advancement.
• Professional continuing education and development opportunities.
• A diverse, dynamic, and challenging work environment.
• Strong leadership, communication, and feedback.
• A company style that provides employees with excellent work-life balance.
• Help with instituting and creating innovative solutions to the challenges facing our clients.