Perkins & Co

Accounting Manager

• Manage all bookkeeping tasks for assigned clients (weekly/monthly/quarterly)
• Reconcile bank and credit card transactions; code, analyze, and post journal entries
• Prepare monthly financial statements and related reporting
• Collaborate with the CAS team on financial analysis
• Assist with AP/AR, payroll reconciliation, sales tax filings, and 1099 preparation
• Clean up and improve client books; help clients adopt better processes
• Reconcile books to third‑party systems and troubleshoot discrepancies
• Become proficient in QuickBooks Desktop and Online (ProAdvisor certification within 2 months if not currently held)
• Participate in CAS innovation initiatives: testing automation tools, developing AI literacy, refining workflows
• Work with curiosity, confidentiality, professionalism — and a sense of fun

Client Accounting Associate