CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE

OASIS

  • CLIFTON PARK, NY
  • 30+ days ago
  • Full-time

Highlights

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. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.

Numbers & Facts

LocationCLIFTON PARK, NY
Job TypeFull-time

Description

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


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