Perkins & Co

Client Accounting Associate

Perkins & Co

full-time

Posted on:

Location Type: Hybrid

Location: Portland • Oregon • United States

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Salary

💰 $28 - $30 per hour

About the role

  • 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

Requirements

  • 4+ years of relevant full-charge bookkeeping or small‑business accounting experience
  • High school diploma/GED required; additional accounting coursework a plus
  • Experience working with multiple clients at once (public firm experience helpful)
  • Proficiency with business software; comfort learning new tools
  • Strong communication skills — verbal, written, and with non‑accounting audiences
  • Ability to analyze data, solve problems, and make sound recommendations
  • A collaborative mindset and commitment to excellent client service
  • A valid, insurable driver’s license (occasional local travel)
  • Curiosity, adaptability, and enthusiasm for tech‑enabled accounting
Benefits
  • 401(k) profit sharing with immediate vesting
  • Generous paid time off
  • Health, dental, vision & disability insurance
  • Incentive program for sales leads
  • Robust ongoing training (including BDO resources, AI/automation upskilling, and more)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
bookkeepingfinancial analysisjournal entriesaccounts payableaccounts receivablepayroll reconciliationsales tax filings1099 preparationdata analysisproblem solving
Soft Skills
communicationcollaborationclient servicecuriosityadaptabilityprofessionalismconfidentialityenthusiasmteamworkprocess improvement
Certifications
ProAdvisor certification