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CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE

OASIS

CLIFTON PARK, NY

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JOB DETAILS
SKILLS
ADP, Accounting, Accounting Close, Bookkeeping, Budgeting, Certified Public Accountant (CPA), Customer Support/Service, Dental Insurance, Finance, Financial Management, Financial Reporting, Financial Strategy, Forecasting, Head of Finance, Health Insurance, Intuit Quickbooks, Leading Edge Technology, Maintain Compliance, Mentoring, Nonprofit, Operations, Operations Management, Outsourcing, Public Accounting, Reconciliation, Sales Tax, Service Delivery, Variance Analysis, Vision Plan
LOCATION
CLIFTON PARK, NY
POSTED
26 days ago
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


About the Company

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OASIS