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Tax-intelligent asset management & financial planning services

Client Accounting Services Manager

Posted: 3 weeks ago
Job Location
Remote Work Policy

In office - WFH flexibility

Visa Sponsorship

Not Available

RelocationAllowed
Skills
Cloud-Based Accounting Tools

About the job

Jones & Roth is seeking an experienced CAS Accountant to support small- to mid-size business clients across the firm. Bend or Hillsboro, Oregon.This role blends full-cycle accounting, technology, and advisory services—helping clients improve financial visibility, streamline processes, and make better decisions.What You’ll DoManage full-cycle accounting, including payroll and month-end closeDeliver timely financial reporting with insights and recommendationsBuild and maintain KPIs and dashboards using SyftProvide financial oversight and review of client accountingImprove processes, workflows, and internal controlsSupport cloud-based systems (QuickBooks Online and integrated apps)Assist with budgeting, cash flow tracking, and forecastingIdentify trends and communicate actionable insightsSupervise staff and internsWhat You BringFull cycle accounting experience (including payroll)Strong QuickBooks Online skills (certification preferred)Experience with cloud-based accounting tools; Syft or similar a plusAbility to develop and track KPIs and financial metricsProcess-oriented mindset with strong attention to detailExcellent communication and client relationship skillsExperience reviewing work and supporting team developmentOrganized, proactive, and comfortable managing multiple clientsWhy Jones & RothCollaborate with like-minded team membersMake a positive impact with clientsDevelop skills in technology-driven accounting and advisory servicesHybrid and flexible work optionsGenerous PTO and benefits

About the company

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