CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE

OASIS

CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE

Clifton Park, NY
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Vision insurance

    About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

    Overview: As a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery.

    Responsibilities:

    Lead full-cycle bookkeeping, month-end close, and reconciliations for assigned clients

    Prepare custom financial reporting packages and variance analyses

    Oversee compliance tasks including sales tax and 1099 filings

    Mentor junior associates and review their work for accuracy

    Coordinate with third-party systems such as Bill.com and ADP

    Support periodic budgeting, forecasting, and audit preparation

    Qualifications:

    Bachelor’s in Accounting or Finance; CPA track preferred

    3–5 years’ experience in public accounting or industry

    Experience with multi-entity environments and nonprofit or SMB clients is a plus

    Advanced proficiency in QuickBooks Online and Excel