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Accounting Senior Associate
Высокий балл обусловлен отличной репутацией фирмы (Forbes Best Firms), сильным пакетом льгот, включая участие в капитале (equity), и акцентом на баланс работы и личной жизни. Позиция предлагает реальные возможности роста в быстрорастущей платформе Ascend.
Сложность вакансии
Роль требует уверенного владения QuickBooks и опыта ведения нескольких клиентов одновременно. Основная сложность заключается в необходимости совмещать технический учет с активным консультированием клиентов и управлением процессами закрытия месяца.
Анализ зарплаты
Зарплата в объявлении не указана, но для позиции Senior Associate в сфере CAS во Флориде рыночный диапазон обычно составляет $75,000–$95,000 в год. Учитывая партнерство с Ascend и дополнительные бонусы (equity), совокупный доход может быть выше среднего по рынку.
Сопроводительное письмо
I am writing to express my interest in the Accounting Senior Associate position at KSDT, an Ascend partner. With over three years of experience in client accounting services and a strong background in managing full-cycle monthly closes for diverse portfolios, I am confident in my ability to deliver the high-quality financial insights your clients expect. My expertise in QuickBooks Online, combined with a proactive approach to process improvement, aligns perfectly with your firm's commitment to innovation and scalability.
Throughout my career, I have excelled in fast-paced environments, managing complex payroll processes and sales tax filings while maintaining exceptional attention to detail. I am particularly drawn to KSDT’s reputation as one of Forbes' Best Accounting Firms and your focus on a "secret sauce" culture that prioritizes work-life harmony. I look forward to the possibility of contributing to your team's continued growth and helping your CAS clients achieve their financial goals.
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Откликнитесь в ascendtogether уже сейчас
Присоединяйтесь к команде KSDT и Ascend, чтобы строить карьеру в одной из лучших бухгалтерских фирм США с фокусом на баланс работы и жизни!
Описание вакансии
Client Accounting Supervisor
About KSDT
KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.
What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.
In September 2025, KSDT made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT is well positioned for strong innovation and growth in the years to come.
About Ascend
At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.
Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
For more information, visit www.ascendtogether.com.
Locations:
Miami, Florida OR Weston, Florida OR Boca Raton, Florida
Responsibilities
- Own the monthly close process for a portfolio of CAS clients, ensuring timely and accurate financial reporting
- Perform detailed financial statement analysis, identifying trends, variances, and actionable insights for clients
- Complete and review balance sheet reconciliations across multiple entities and accounts
- Oversee client billing processes, including reconciliation of WIP, invoicing, and resolution of discrepancies
- Prepare and file sales tax returns and ensure timely remittance of all sales tax liabilities
- Process and manage client payroll, including multi state considerations, payroll journal entries, and coordination with providers
- Assist in the preparation and delivery of monthly financial reporting packages, including balance sheet, profit and loss, and KPI dashboards
- Participate in monthly client meetings, helping present financial results and providing operational and profitability insights
- Support onboarding of new CAS clients, including cleanup, process implementation, and workflow standardization
- Leverage firm technology and workflows to drive efficiency, consistency, and scalability across engagements
- Identify opportunities to improve client processes, internal workflows, and overall service delivery
- Participate in and lead internal CAS initiatives, including process improvements, training, and standardization efforts
- Proactively expand technical and advisory knowledge and share best practices across the team
Desired Qualifications
- Bachelor’s degree in Accounting
- 3+ years of experience in client accounting services, outsourced accounting, or public accounting
- Strong experience managing multiple clients simultaneously in a deadline driven environment
- Hands on experience with general ledger, account reconciliations, and month end close processes
- Experience with sales tax filings and payroll processing across multiple clients
- Advanced proficiency in QuickBooks and QuickBooks Online; experience with app integrations is a plus
- Strong Excel skills, including ability to analyze and manipulate financial data
- Excellent communication skills with the ability to interact directly with clients in a professional and confident manner
- Demonstrated ability to think analytically and provide value beyond transactional accounting
- Strong organizational skills and attention to detail, with the ability to manage competing priorities
- Experience working in a professional services firm environment preferred
We are seeking a detail oriented and proactive professional who thrives in a collaborative, fast paced environment and is committed to delivering high quality work while continuously improving processes and operations.
Benefits and Perks:
- Health, Dental, Vision, Short and Long-Term Disability
- Flexible Time Off
- FSA & HSA
- Employee Assistant Programs
- 401(k) Matching
- Commuter Benefits
- Parental Leave
- Modernized Incentives and Equity Participation
KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.
KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.
We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.
This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.
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Навыки
- QuickBooks
- QuickBooks Online
- Accounting
- Financial Analysis
- Payroll Processing
- Sales Tax
- Microsoft Excel
- Financial Reporting
- Account Reconciliation
- General Ledger
Возможные вопросы на собеседовании
Проверка технической грамотности и понимания процесса закрытия периода.
Опишите ваш типичный процесс закрытия месяца для портфеля клиентов: как вы расставляете приоритеты и обеспечиваете точность данных?
Оценка опыта работы с налогами и зарплатой, упомянутых в вакансии.
С какими сложностями вы сталкивались при подаче налоговых деклараций с продаж (sales tax) в разных штатах и как их решали?
Проверка навыков консультирования и общения с клиентами.
Как вы представляете финансовые результаты клиенту, который не обладает глубокими знаниями в бухгалтерии? Приведите пример.
Оценка владения инструментами автоматизации.
Какие интеграции с QuickBooks вы использовали для повышения эффективности учета и сокращения ручного ввода данных?
Проверка аналитических способностей.
Расскажите о случае, когда ваш анализ финансовой отчетности помог клиенту выявить критическую проблему или возможность для роста.
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