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 QuickBooks, 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 QuickBooks (Online and Desktop), Excel, and CCH Engagement