Client Advisory Services Associate

Join a rapidly growing Client Advisory Services team where no two days and no two clients are the same. If you thrive in a fast‑paced environment, enjoy solving real-world accounting challenges, and want exposure to a wide variety of industries and organizations, the Client Advisory Services (CAS) Associate role offers the opportunity to do meaningful, hands-on work while continuing to grow your skills. From nonprofits to government entities to complex operating businesses, you’ll be trusted to make an impact and build lasting client relationships.

As a CAS Associate, you will partner closely with clients and internal teams to deliver GAAP-based accounting, operational support, and advisory services. Responsibilities include completing client closes, preparing financial statements, handling compliance, bookkeeping, and accounting processes, and supporting audits and board reporting. The ideal candidate brings strong technical fundamentals, enjoys client-facing work, and has experience and strong interest in governmental accounting, federal grants, and nonprofit financial consulting.

For this position, you have the option to work from home up to 2 days per week after training is completed. Therefore, you will need to live in the Greater Seattle area.

Essential job functions include but are not limited to:

• Successfully complete monthly, quarterly, and annual closes which include, but are not limited to, reconciling bank and credit card accounts, evaluating accounts receivable and payable balances, and reviewing fixed asset detail.

• Prepare accurate monthly, quarterly, and annual financial statements and analyze accounting records and other financial reports for internal and external users. 

• Calculate, prepare, and file monthly, quarterly, and annual tax forms at the local, state, & federal level for clients (excluding federal income tax filings). 

• Perform other operational compliance for clients, which may include but is not limited to filing business licenses, maintaining permitting, and preparing census filings.

• Perform basic bookkeeping functions for assigned clients at transaction level.  Basic operational accounting functions include accounts receivable, accounts payable and check runs, data entry, and serving as interim staff for external clients.

• Oversee clients' bookkeeping, accounting records, and processes to ensure accuracy of information, and provide support for year-end audit or tax preparation.

• Review financial reports in preparation for board meetings as required.

• Identify potential compliance issues and advise clients on resolution.

• In collaboration with more experienced team members, set up new clients in selected accounting system, create chart of accounts, build processes to maintain accurate client records, and build reports. 

• Ensure client accounting system structure and report bundle meet the needs of the end users (management, board, and compliance). 

• Provide initial and ongoing training to clients on general business, bookkeeping, accounting, segregation of duties, and other basic internal controls.

• Perform other duties as assigned by senior, manager, or Shareholder in charge of CAS to support the needs of the department and organization.

• Establish annual goals in line with the CAS team and firm and seek out coaching proactively.

Education:  Bachelor’s’ degree in accounting, finance, or related preferred or a combination of education and directly related work experience. Working towards CPA certification desired. You must pass a background check, including a credit check at any time to remain eligible for this position.

Experience:  A minimum of 1 year of experience providing full-charge bookkeeping, accounting systems, and processes. 

Salary Range: $81,000.00 minimum to $121,028.00 maximum USD

Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect:

• Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.

• Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.

• Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.

• Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning—because when you thrive, we all do.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.

Please note that transcription or recording of interviews is not permitted per Clark Nuber policy. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

This position is open until filled and you can apply by clicking the APPLY button and completing the online application.

Clark Nuber does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Clark Nuber without a pre-existing agreement will be considered Clark Nuber’s property and not subject to fees. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees. For inquiries regarding referrals or contracts, please contact [email protected].