Client Accounting Services Associate

• Executes monthly close checklists under supervision, producing a first-draft close (trial balance, basic financial statements) for review by a Senior CAS Accountant or Manager.
• Works fluently within QuickBooks Online (QBO) and related cloud accounting and AP tools for assigned clients, including chart-of-accounts hygiene and basic report generation, with growing independence over time.
• Participates in scheduled training and technical check-ins, including training on new tools as the firm's CAS technology stack evolves.

• Owns the accuracy and completeness of assigned clients' books prior to review, including timely reconciliations and clean supporting documentation.
• Flags unusual transactions, missing documentation, or discrepancies to the reviewing Senior CAS Accountant or Manager rather than making assumptions to close the books.
• Meets the firm's monthly close calendar for assigned clients, proactively escalating any capacity or timeline concerns.
• Maintains client confidentiality and data security standards consistent with firm policy across all systems and client data.

• Associate's or bachelor's degree in Accounting, Finance, or a related field; equivalent bookkeeping experience will be considered in place of a degree.
• Prior bookkeeping, accounting coursework, or internship experience is a plus but not required.
• Comfortable learning new software quickly; prior exposure to QuickBooks Online or similar cloud accounting platforms is a plus but not required.
• Strong attention to detail and a willingness to ask questions rather than guess.
• Basic proficiency in Excel and comfort working across multiple cloud-based systems for different clients.

The ideal candidate is:

• Detail-oriented and organized, with genuine curiosity about how businesses' finances work.
• Eager to learn and grow technically, building fluency across multiple cloud accounting platforms.
• Comfortable asking questions and escalating uncertainty rather than guessing.
• Reliable and deadline-driven, able to manage a portfolio of recurring monthly responsibilities.
• Motivated by long-term career growth, with an interest in eventually taking on more advisory-focused work.
• A team player who works well within a collaborative, review-based workflow.

At Swink Coplen & Company, we value our people and recognize that our team is our greatest asset.

We believe in supporting both professional success and personal well-being.

include:

• Competitive starting salary
• Comprehensive health, dental, and vision coverage
• Health reimbursement arrangement for deductible expenses
• Generous PTO
• Profit sharing and 401(k) matching
• Time allotted for charitable and civic involvement
• Firm-sponsored activities and events
• Flexible work-life integration
• Numerous additional benefits that make Swink Coplen a wonderful place to build a career