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CAS Job Descriptions
CAS Associate
Learn to efficiently navigate firm software
Practice
ACS
QBO
QB Desktop
Intaact
ADP
Bill.com
Demonstrates ability to complete various accounting projects including:
Outsourced accounting services
Bank reconciliation
Payroll tie out
Equity tie out
Coding expenses
Bill pay
Accounts rec
Trial balance review and tie out
1099s
Annual business accounting (writeup)
Tangible personal property returns
Compilations without disclosure
Monthly
Quarterly
Annually
Auto worksheets
Shareholder health insurance
Demonstrates strong understanding of basic accounting principles debits/credits journal entries financial statements
Demonstrates logical thinking when recording accounting information
Begins to learn and apply different types of accounting methods
Cash
Accrual
GAAP
Learn and exhibit professional communication skills
With team internally regarding status of projects asking good questions participating in meetings
With clients as appropriate and as directed by client relationship managers
Contributes to team effort by volunteering to help when possible
Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
Education
Bachelor's degree
Full Time