Client Account Services Senior Associate

CAS – CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE
Location - India, Remote
Start date – March/April 2026

Shift: 3 PM – 12 AM IST (430am EST – 1pm EST)

Elevate LLC | Partner Firm Opportunity

About Elevate
Elevate LLC is a next-generation professional services platform that partners with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firm leaders by providing capital, operational support, technology, and strategic guidance—helping firms scale while preserving their independence and culture.

One of our Partner Firms is seeking an experienced Client Accounting Services Senior Associate to support and expand its growing practice.

The ideal candidate will have at least five 5 years of experience in accounting and bookkeeping and demonstrate a strong working knowledge of general ledger maintenance, accounts payable, accounts receivable, ACH and wire transfers, bank reconciliations, and preparation of accurate trial balances. This role requires a strong communicator who can work effectively with both clients and a U.S.

-based engagement team.

Key Responsibilities
Work as an effective team member to accurately complete client engagements and assigned tasks, including:
Manage all aspects of day-to-day bookkeeping and accounting processes, including accounts payable, accounts receivable, payroll, journal entries, and bank reconciliations, in accordance with GAAP
Download, categorize, and reconcile banking and credit card transactions in Quick Books, leveraging available automation and technology tools
Prepare bank reconciliations and reconcile all balance sheet accounts
Prepare monthly journal entries and support month-end close procedures
Prepare quarterly and annual payroll reports
Prepare and analyze monthly and annual financial statements
Prepare partnership and s-corporation tax returns

Skills Required
Ability to build strong working relationships with clients to gather information and resolve issues
effectively
Strong documentation skills, with the ability to identify discrepancies and proactively resolve problems
Ability to identify and communicate client and engagement issues, as well as status updates, in a timely and organized manner
Demonstrated ability to collaborate effectively as part of a team to complete engagements accurately
Excellent written and verbal communication skills
Approaches projects with a strong sense of urgency, ownership, and accountability
Highly motivated, with the ability to work both independently and collaboratively in a team environment
Outstanding analytical, organizational, and project management skills

Qualifications
3–5 years of accounting and bookkeeping experience required
Associate or Bachelor’s degree required
Experience working in a mid-size public accounting firm preferred
Prior experience working for a U.S.

-based firm required
Software proficiency including Quick Books (Online and Desktop), Excel, and CCH Engagement