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CAS Senior Associate - Family Office

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Bellevue, WA Hybrid
Full-time $70,000.00 - $80,000.00
Posted 02/19/2025
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CAS Senior Associate

Position Overview
We are seeking a detail-oriented and experienced CAS Senior Associate to join our Client Advisory Services team. The ideal candidate will play a crucial role in providing exceptional advisory and accounting services to our clients, helping them navigate complex financial landscapes and achieve their business objectives.

Key Responsibilities

  • Provide expert advisory services to clients in various industries regarding accounting practices and financial reporting.
  • Collaborate with clients to understand their specific needs and tailor solutions to enhance their financial performance.
  • Prepare and review financial statements, reports, and other documentation to ensure accuracy and compliance with relevant regulations.
  • Assist in the development and implementation of strategic plans to improve clients' business processes and accounting systems.
  • Conduct thorough analyses of financial data and present findings and recommendations to clients and management.
  • Mentor and support junior team members to foster a collaborative and growth-oriented work environment.
Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Minimum of 3 years of experience in Client Advisory Services or similar roles.
  • Strong knowledge of accounting principles and practices, as well as relevant regulatory requirements.
  • Excellent analytical and problem-solving skills, with a keen attention to detail.
  • Effective communication and interpersonal skills to interact with clients and team members.
  • CPA or equivalent certification is preferred.

Benefits

Competitive Base Salary - $70-80K+ 

Full Benefits & Bonuses  

Flexible Vacation/PTO

Other Cool Perks

 

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

  • CAS
  • Client advisory services
  • Accounting
  • Ultra High Net Worth

Victoria Patel is recruiting for this position and the positions below.
email meEmail me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 02/19/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

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Copyright © 1999 - 2025. CyberCoders, Inc. All rights reserved. Terms of Use Privacy Policy Cookie Settings Candidate Security & Phishing
CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

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