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