Client Advisory Services Senior

Clark Nuber PS • Bellevue, WA

5d • $98,000 - $130,710 • Hybrid

About The Position

Join a rapidly growing Client Advisory Services team where no two days—and no two clients—are the same. If you thrive in a fast‑paced environment, enjoy solving real-world accounting challenges, and want exposure to a wide variety of industries and organizations, the Client Advisory Services (CAS) Senior role offers the opportunity to do meaningful, hands-on work while continuing to grow your skills. From nonprofits to government entities to complex operating businesses, you’ll be trusted to make an impact and build lasting client relationships. As a CAS Senior, you will partner closely with clients and internal teams to deliver GAAP-based accounting, operational support, and advisory services. Responsibilities include managing client closes, preparing financial statements, handling compliance, overseeing bookkeeping, and accounting processes, and supporting audits and board reporting. The ideal candidate brings strong technical fundamentals, enjoys client-facing work, and has experience and strong interest in governmental accounting, federal grants, and nonprofit financial consulting. For this position, you have the option to work from home up to 3 days per week after training is completed. Therefore, you will need to live in the Greater Seattle area. Essential job functions include but are not limited to: Successfully complete monthly, quarterly, and annual closes which include, but are not limited to, reconciling bank and credit card accounts, evaluating accounts receivable and payable balances, and reviewing fixed asset detail. Prepare accurate monthly, quarterly, and annual financial statements and analyze accounting records and other financial reports for internal and external users. Calculate, prepare and file monthly, quarterly, and annual tax forms at the local, state, & federal level for clients, excluding federal income tax filings. Perform operational compliance for clients, which may include but is not limited to business license, permitting, and census filings. Perform intermediate bookkeeping functions for assigned clients at transaction level, including, accounts receivable, accounts payable, check runs, payroll, data entry, and serving as interim staff for external clients. Oversee clients' bookkeeping, accounting records, and processes to ensure accuracy of information, and provide support for year-end audit or tax preparation. Review financial reports in preparation for board meetings as required. Identify potential compliance issues and advise clients on resolution. Provide feedback for process improvements. Support upper level management with internal and operational control procedures, operational budgets, business financing, analyses of projects, and other ad hoc consulting / advisory projects. Set up new clients in selected accounting system, create chart of accounts, build processes to maintain accurate client records, and build reports, ensuring accounting system structure and report bundle meet the needs of the end users (management, board, and compliance). Provide initial and ongoing training to clients on general business, bookkeeping, accounting, segregation of duties, and other basic internal controls. Participate in the creation of master service agreements, work order changes, and other contract modifications. Manage approval workflows and any additional services related to billing to ensure timely and accurate invoicing for services rendered. Review the work of others for accuracy and understanding. Provide work performance evaluations with thoughtful feedback. Delegate tasks that can be performed by junior staff when appropriate and provide timely coaching and feedback. Participate proactively as a mentor for junior staff. Define service scope (statement of work) and corresponding labor estimates for engagements. Troubleshoot complex accounting issues before escalating. Manage and coordinate client communications and lead onsite client engagements.

Requirements

• Bachelors’ degree in accounting, finance or related preferred or a combination of education and directly related work experience.
• A minimum of 3 years of experience providing full-charge bookkeeping, accounting systems, and processes.
• You must pass a background check, including a credit check at any time to remain eligible for this position.
• Therefore, you will need to live in the Greater Seattle area.

Nice To Haves

• Working towards CPA certification desired.
• The ideal candidate brings strong technical fundamentals, enjoys client-facing work, and has experience and strong interest in governmental accounting, federal grants, and nonprofit financial consulting.

Responsibilities

• Successfully complete monthly, quarterly, and annual closes which include, but are not limited to, reconciling bank and credit card accounts, evaluating accounts receivable and payable balances, and reviewing fixed asset detail.
• Prepare accurate monthly, quarterly, and annual financial statements and analyze accounting records and other financial reports for internal and external users.
• Calculate, prepare and file monthly, quarterly, and annual tax forms at the local, state, & federal level for clients, excluding federal income tax filings.
• Perform operational compliance for clients, which may include but is not limited to business license, permitting, and census filings.
• Perform intermediate bookkeeping functions for assigned clients at transaction level, including, accounts receivable, accounts payable, check runs, payroll, data entry, and serving as interim staff for external clients.
• Oversee clients' bookkeeping, accounting records, and processes to ensure accuracy of information, and provide support for year-end audit or tax preparation.
• Review financial reports in preparation for board meetings as required.
• Identify potential compliance issues and advise clients on resolution.
• Provide feedback for process improvements.
• Support upper level management with internal and operational control procedures, operational budgets, business financing, analyses of projects, and other ad hoc consulting / advisory projects.
• Set up new clients in selected accounting system, create chart of accounts, build processes to maintain accurate client records, and build reports, ensuring accounting system structure and report bundle meet the needs of the end users (management, board, and compliance).
• Provide initial and ongoing training to clients on general business, bookkeeping, accounting, segregation of duties, and other basic internal controls.
• Participate in the creation of master service agreements, work order changes, and other contract modifications.
• Manage approval workflows and any additional services related to billing to ensure timely and accurate invoicing for services rendered.
• Review the work of others for accuracy and understanding.
• Provide work performance evaluations with thoughtful feedback.
• Delegate tasks that can be performed by junior staff when appropriate and provide timely coaching and feedback.
• Participate proactively as a mentor for junior staff.
• Define service scope (statement of work) and corresponding labor estimates for engagements.
• Troubleshoot complex accounting issues before escalating.
• Manage and coordinate client communications and lead onsite client engagements.

Benefits

• Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
• Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
• Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
• Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level