CAS Accountant (Senior)

Hutchinson & Bloodgood LLP•San Diego, CA

About The Position

The Client Accounting Services (CAS) Accountant provides outsourced accounting and advisory support to firm clients, acting as an extension of each client’s accounting department. The role manages day-to-day accounting operations, monthly close, and financial reporting, and serves as a primary client contact to deliver timely, accurate, and value-driven services. The position manages client accounting engagements, analyzes and resolves accounting issues, recommends process improvements, and provides financial guidance to support client decisions. It also provides guidance and training to Associate-level team members as needed. The role works independently with minimal supervision and carries out firm administrative procedures, including daily time entry, allocating hours to clients, and following safety rules.

Requirements

4–6+ years of relevant experience, including demonstrated experience managing client accounting engagements.
Strong understanding of Generally Accepted Accounting Principles (GAAP).
Strong knowledge of accounting operations, month-end close, and financial reporting.
Ability to review financial statements and identify unusual fluctuations, discrepancies, and potential accounting issues.
Excellent communication, organizational, and problem-solving skills.
Ability to manage multiple client engagements simultaneously and work independently.
Proficiency with Microsoft Office, including Word and Excel, QuickBooks, and various software packages.
Experience implementing accounting process improvements and strengthening internal controls.
Ability to maintain strong professional client relationships and serve as a trusted resource.
Collaborative, self-motivated, and adaptable, with the ability to work with minimal direction.
Professional conduct, personal integrity, and ability to handle confidential information.

Nice To Haves

Bachelor’s degree in Accounting or Finance.
Experience with Microsoft Dynamics Business Central.

Responsibilities

Serve as a primary accounting resource and trusted advisor to assigned clients.
Manage day-to-day client accounting operations, including general ledger maintenance, payroll processing, accounts payable and receivable, month-end and year-end close, and financial reporting.
Prepare, review, and analyze financial statements, account reconciliations, and supporting schedules for accuracy and GAAP compliance.
Identify accounting discrepancies, research complex accounting issues, and recommend appropriate resolutions.
Evaluate client accounting processes and recommend improvements, automation opportunities, and best practices to increase efficiency and strengthen internal controls.
Provide accounting guidance, financial insights, and recommendations to clients.
Manage multiple client engagements, set priorities, monitor deadlines, and ensure timely delivery of quality work.
Identify opportunities to enhance client relationships and expand the firm’s CAS service offerings.
Provide guidance, training, and support to Associate-level team members as needed.
Work independently with minimal supervision and follow firm policies and procedures.
Enter time daily and allocate hours to clients for accurate billing.
Follow safety rules under the firm Injury and Illness Prevention Program (IIPP).
Accept special projects as assigned.