Client Advisory Services Senior Associate

Company Overview:At Stonehenge Consulting, we build trusted relationships—this is our purpose and the foundation of everything we do. As a firm that provides strategic advice through financial and business expertise, we combine the personal touch of a boutique CPA firm with the capabilities of a larger organization. Our approach is defined by three uniques: trust, creative solutions, and delivering value. These principles guide how we serve our clients, from small businesses to large enterprises, ensuring they receive tailored financial strategies to meet their needs. Integrity, professionalism, client satisfaction, critical thinking, and a sense of humor are at the core of our culture, fostering a collaborative environment where strong partnerships thrive.Job Summary: The Client Advisory Services Senior Associate will be responsible for delivering hands-on accounting support to a diverse portfolio of clients, managing day-to-day transactional work, and ensuring accurate and timely financial reporting. As a key team member, you will also play an essential role in fostering client relationships and supporting internal collaboration within the CAS department.Duties/Responsibilities: Client-Facing Responsibilities Serve as a direct point of contact for assigned clients, building strong, trust-based relationships Maintain regular communication with clients via phone and email to ensure needs are being met Provide timely responses and professional support for client questions and accounting inquiries Educate clients on best practices and assist in implementing improvements when needed Accounting & Compliance Functions Record financial transactions accurately in alignment with each client’s chart of accounts Manage daily accounts payable activity, including invoice entry and payment scheduling Reconcile bank and credit card accounts to ensure the accuracy and integrity of financial data Prepare and file sales tax reports in compliance with state and local requirements Complete the annual 1099 filings and ensure deadlines are met Support month-end, quarter-end, and year-end close processes including: Journal entry preparation Balance sheet account reconciliations Financial report generationTeam & Process Support Collaborate with CAS team members along with the tax and assurance department to ensure consistent and high-quality service delivery Identify and troubleshoot accounting issues, escalating as needed to management Contribute to process improvements and standardization efforts within the department Participate in continuing education initiatives related to accounting standards and technology tools Stay up to date with industry’s best practices, software updates (e.g., QuickBooks), and firm procedures Possess a deep understanding of all Stonehenge products and services, with the ability to identify opportunities for clients to benefit from additional offerings.Required Skills/Abilities: Strong analytical, research, and critical thinking skills Ability to make and support decisions regarding accounting Excellent communication and writing skills QuickBooks experience Thomson Reuters suite of programs (Ultra Tax, Depreciation, GFR, Practice) Advanced experience with Microsoft ExcelEducation and Experience: 5+ years of accounting experience Bachelors degree in accounting or relevant field (preferred)Stonehenge Advantage: Put Clients First by always acting in their best interest and striving to exceed expectations. Lead with Integrity by upholding honesty, accountability, and the highest ethical standards. Think Critically and approach challenges with strategy, creativity, and precision. Be a Team Player who fosters trust, reliability, and positive collaboration. Embrace Growth through continuous learning, professional development, and new challenges. Maintain Balance by working hard, enjoying the process, and bringing a sense of humor.Physical Requirements: Prolonged periods of sitting at a desk and working on a computer.Work Environment: On-site with flexibility

Created: 2025-09-30