Senior, Client Advisory Services

Summary of Job Duties

Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department.

CAS staff with Condley and Company receive hands-on training, work closely with other members of the CAS team, and gain experience with diverse projects and clientele from week one. As you engage with clients' accounting situations, you will have the opportunity to provide peace of mind to our clients and value to their businesses.

CAS staff:

Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and other related accounting services tasks

Organize work papers, maintain an open items list, and conduct a self-review of their work before submission to the reviewer

Analyze and interpret detailed information and research according to client circumstances

Minimum Entry Requirements

Bachelor's degree with appropriate accounting hours

Knowledge of payroll preparation and payroll tax reporting

Knowledge of general ledger review and financial statement preparation

General understanding of accounting procedures

Experience with QuickBooks, Pak Energy, or Sage Intacct is a plus

Authorized to work in the United States permanently without the requirement of sponsorship

CPA candidate preferred

Role Success Factors

As a Senior, you will work with a team on complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include:

Display problem-solving skills and effective, insightful, and timely communication skills

Maintain a high level of organization

Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team

Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy 

Meet charge hour and realization expectations for each job, consistently producing a high-quality work product

Maintain a working knowledge of Microsoft Office suite products and other firm software

Work autonomously under the pressure of tight deadlines and multiple priorities

Retain learning/knowledge from one client to the next; continuously apply and build on prior learning

Key Development Opportunities 

Interact and collaborate with Managers and Partners 

Learn more about the various service lines - what we offer as a firm 

Attend CAS department meetings and training

Seek to understand the comprehensive accounting process

Take initiative, seeking exposure to more complex clients and projects 

Seek exposure to multiple teams/people/work styles from which to learn

Read journals/publications and internal professional publications

Networking: community and professional organizations, alumni programs, etc.