CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE

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