Objective
Reporting to the Accounting Manager, the Accountant - New Clients is responsible for the initial setup of a client’s account including beginning balance roll forward, general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele.
Essential Functions
Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department
Establish records of accounts and input entries into proper accounts
Document and ensure proper keeping of financial records, making use of current technologies
Responsibilities and Duties
Initial setup of a client’s account to include general ledger beginning balances
Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy
Prepare after the fact payroll summaries and record journal entries
Record journal entries to reconcile balance sheet accounts to supporting documents
Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099
Work independently with clients as needed to facilitate completion of financial statements
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Bachelor’s degree from a regionally accredited institution preferred
10+ years of experience in accounting field required
Multi-client CPA firm experience required
QuickBooks and Xero software experience preferred
Proficient in both Microsoft Word and Excel
Act as a team player and demonstrate a positive attitude
Travel
No travel is expected for this position.
Work Environment
This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required.
Position Type and Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $65,000 - Maximum: $75,000.00 USD
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com Your concerns will be handled with the utmost confidentiality and care.
Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential. Thousands of dentists in all 50 states rely on our comprehensive financial services to help improve practice profitability and accumulate wealth. Our financial planning teams use sound accounting practices, proactive tax planning, and money growth strategies to help reach our clients’ short- and long-term goals.
Success begins with our people. Create a career you’re proud of at CWA:
https://vimeo.com/1088077751
Consistently named on Forbes Top Accounting and Tax Firms and Accounting Today and Inside Public Accounting list of Top 100 Firms, CWA is recognized annually by respected industry publications. For our complete list of awards, please visit cainwatters.com/disclosures
Cain, Watters and Associates, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) (CRD # 111521). Full disclosure: cainwatters.com/disclosures
