Senior CAS Accountant

Senior CAS Accountant

Who: An accounting professional with 3–5 years of public accounting experience, including required Client Accounting Services (CAS) experience.
What: Manage client accounting engagements, prepare and review financial statements, and mentor staff accountants.
When: Monday through Friday, 8 a.m.–5 p.m., with additional hours during peak periods.
Where: Location to be confirmed, with occasional travel to offices and client locations.
Why: Help business owners understand their financial results while growing your technical and leadership skills.
Office Environment: A collaborative, relationship-focused team that embraces technology and continuous improvement.
Salary: Competitive compensation; salary range to be confirmed.

About the Opportunity

Join an established CAS team and help business owners get the accurate, timely financial information they need to run their companies. You’ll own the monthly close for a portfolio of outsourced accounting clients, serve as a trusted day-to-day contact, and work alongside the CAS Manager to keep engagements accurate and on schedule.

This opportunity is ideal for someone who enjoys solving accounting problems, takes pride in well-documented work, and wants to use technology to improve accounting processes.

Key Responsibilities

• Manage monthly and quarterly closes, including reconciliations, accruals, journal entries, fixed asset schedules, and financial statements.

• Analyze financial results and explain key findings to business owners.

• Research and resolve complex or unusual accounting transactions.

• Communicate proactively with clients about information requests, deadlines, and results.

• Support new client onboarding, including chart of accounts setup, cleanup, catch-up work, and process documentation.

• Assist with payroll, accounts payable, accounts receivable, and sales tax processes as needed.

• Review staff accountants’ work and provide constructive feedback, training, and coaching.

• Partner with the CAS Manager to monitor workflows, deadlines, and engagement budgets, flagging issues and scope changes.

• Collaborate with the tax team to deliver accurate, tax-ready year-end information.

• Identify opportunities to improve processes through cloud-based tools and automation.

Qualifications

• 3–5 years of public accounting experience, with CAS experience required.

• Strong knowledge of GAAP, accrual accounting, and monthly close procedures.

• Experience preparing financial statements for multiple clients.

• Proficiency with QuickBooks Online and advanced Excel skills.

• Strong analytical, organizational, and client communication skills.

• Ability to manage multiple clients and deadlines while maintaining accuracy.

• Willingness to mentor colleagues and learn new technology.

• Bachelor’s degree in Accounting, Finance, or a related field preferred.

• CPA or EA designation, or active progress toward either credential, preferred.

• Experience reviewing others’ work, leading smaller engagements, or using project management software preferred.

Benefits and Growth

• Competitive compensation.

• Health, life, and disability insurance.

• Generous paid time off and 11 paid holidays.

• 401(k) with company match.

• Training and professional development opportunities.

• Opportunities to build leadership skills and work with clients across varied industries.

• Quarterly team social events.