Frazier & Deeter, LLC Logo

Frazier & Deeter, LLC

CAAS Senior Associate

Reposted 28 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Manage day-to-day full-cycle accounting for clients, prepare and review journal entries, reconciliations, and monthly financials, support month-end close, mentor junior staff, and serve as primary client contact providing financial insights and process improvements.
The summary above was generated by AI

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Summary:

As a Client Accounting & Advisory Solutions (CAAS) Senior Associate, you’ll play a key role in delivering high-quality accounting support and actionable financial insights to our clients.  In this position, you will take ownership of day-to-day client accounting activities, serve as a reliable point of contact, and support the development of junior team members through guidance and review. This role blends hands-on accounting execution with increasing responsibility in client engagement management and team support. We’re seeking a detail-oriented, solutions-focused accounting professional who thrives in a collaborative environment, excels in client service, and is motivated to grow into future leadership opportunities.

Duties & Responsibilities:

  • Manage day-to-day accounting activities for assigned clients, including transaction entry oversight, account clean-up, and month-end close processes
  • Prepare and review journal entries, reconciliations, and supporting workpapers to ensure accuracy and completeness
  • Manage full-cycle accounting functions, including accounts payable, accounts receivable, and payroll processing
  • Prepare monthly financial statements and perform variance and trend analysis, identifying key insights and escalating as needed
  • Independently manage smaller client engagements while supporting larger, more complex accounts
  • Serve as a primary point of contact for assigned clients, ensuring proactive, professional, and timely communication
  • Support client relationships by assisting with questions, addressing issues, and providing clear financial insights
  • Review work prepared by Associates, providing timely feedback to support development and ensure quality
  • Assist with onboarding and training new team members, reinforcing firm processes and standards
  • Identify opportunities to improve accounting workflows and processes to enhance efficiency and accuracy
  • Stay informed on accounting standards, regulatory changes, and compliance requirements
  • Deliver high-quality work on time while managing multiple client engagements effectively

Education & Experience: 

  • Bachelor’s degree in Accounting required
  • CPA license or progress toward licensure preferred
  • 3-6+ years of experience in public accounting, outsourced accounting, or industry accounting
  • Strong understanding of full-cycle accounting and financial reporting
  • Experience managing multiple priorities in a deadline-driven environment
  • Proficiency in QuickBooks Online and Excel; experience with Sage Intacct, Xero, NetSuite, and Bill.com preferred
  • Strong analytical and problem-solving skills with attention to detail
  • Excellent communication and interpersonal skills with the ability to work collaboratively in a team environment

#LI - hybrid


Frazier & Deeter, LLC Charlotte, North Carolina, USA Office

521 E Morehead St #330, Charlotte, United States, 28202

Similar Jobs

An Hour Ago
Remote or Hybrid
United States
81K-122K Annually
Senior level
81K-122K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Administer and improve Workday and multi-platform HR security, including role-based access, security groups, access reviews, request approvals, audit support, governance documentation, and compliance controls. Evaluate elevated access requests, identify risks, resolve routine issues, coordinate remediation, and escalate complex decisions. Partner with HR, IT, Legal, and Compliance stakeholders to strengthen policies, processes, and least-privilege access across Workday, Peakon, UKG, Prism, and HR data platforms.
Top Skills: Cei Hr OdsExcelMicrosoft FabricPeakonPower BIPrismSailpointServicenowSharepointTableauUkgWorkday
Yesterday
Easy Apply
Remote or Hybrid
United States
Easy Apply
151K-297K Annually
Senior level
151K-297K Annually
Senior level
Big Data • Cloud • Software • Database
Own the vision, strategy, and roadmap for MongoDB’s Partner Platform, including its Partner API, self-service onboarding, enterprise controls, billing, discovery, and partner-managed experiences. Translate partner and customer needs into scalable product capabilities, establish operating models and metrics, and collaborate across engineering, security, IAM, billing, design, marketing, and partnerships. Lead platform adoption for human and AI-agent developers while representing MongoDB externally and driving ecosystem growth.
Top Skills: Ai Agent FrameworksApi GovernanceAPIsAuthentication And AuthorizationDistributed SystemsIamMcpMongoDBMongodb AtlasMulti-Tenant PlatformsOauth
Yesterday
Remote or Hybrid
United States
70K-170K Annually
Entry level
70K-170K Annually
Entry level
Artificial Intelligence • Healthtech • Insurance • Machine Learning • Payments
Alaffia’s Talent Pool invites candidates interested in future opportunities at its NYC-based healthcare AI startup. Applicants can submit their information and a cover letter describing their motivation and preferred business areas or roles. The talent team will retain profiles and proactively contact candidates when suitable positions become available. The company develops AI-powered copilots and agents to reduce healthcare administrative burden, billing waste, and costs.
Top Skills: Artificial Intelligence (Ai)

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account