Senior Associate, CAAS | Back Office Solutions

About the role

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

What You'll Gain/ Impact

• Opportunity to deepen expertise in bookkeeping, cash management, and financial reconciliation processes
• Exposure to diverse client engagements with a direct impact on client financial operations
• Ability to contribute to team development by training and mentoring new staff members
• Career growth within a high-growth firm that invests in continuous learning and professional advancement

Key Responsibilities

• Monitor cash activity, including client deposits and sales, to ensure accuracy and integrity of financial data
• Review and validate general ledger entries and account coding for accuracy and consistency
• Prepare and submit month-end bank reconciliations for client accounts
• Train and onboard new staff members to support team effectiveness and consistency
• Support the 1099 preparation process for clients
• Provide backup coverage across team functions as needed
• Assist with special projects as assigned

Candidate Qualifications

• 2-3 years of bookkeeping experience
• Working knowledge of general ledger and bank reconciliation processes
• Proficiency with Microsoft Suite (Excel, Word, PowerPoint, Teams)
• Strong attention to detail and organizational skillsAbility to manage multiple priorities simultaneously and adapt to shifting demands
• Strong critical thinking skills with an aptitude for learning and navigating new software platforms
• Preferred: Experience with double-entry bookkeeping

Leadership Skills

• Building Relationships
• Adaptability
• Client Focus
• Driving Execution
• Continuous
• Improvement
• Communication

Perks/Benefits we offer for full-time team members

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave - coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.