CAS Associate

Sorren • Southampton, PA

1d

About The Position

The CAS Associate performs a variety of accounting functions for multiple business entities, including financial reporting, reconciliations, and compilations, to ensure accurate and timely records. The role applies accounting principles and methods, maintains compliance with accounting principles, communicates with team members and clients, and manages multiple tasks and deadlines while contributing to the firm’s success.

Team members are expected to contribute through relationships, communication, quality service, operational excellence, and innovation and growth. They deliver timely, accurate work, maintain clear communication, take ownership of their development, seek feedback, and build strong relationships. The position may be full-time or part-time and requires flexibility to work beyond regular hours to meet team deadlines. Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

Requirements

• Bachelor’s degree in accounting or finance preferred; an associate degree with relevant experience is allowed.
• Understanding of basic accounting principles, including debits and credits, journal entries, and financial statements.
• Proficiency in learning and using accounting software and related tools.
• Strong verbal and written communication skills for collaboration and client interactions.
• Excellent organizational skills and attention to detail.
• Accurate mathematical and financial analysis skills.
• Ability to follow procedures and deliver high-quality, reliable work.
• Ability to work independently while proactively seeking support when needed.
• Flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Perform accounting functions for multiple entities, including bank reconciliations, expense coding, payroll and equity reconciliations, bill payments, and accounts receivable.
• Prepare financial records for general tax preparation, 1099s, and tangible personal property returns.
• Compile financial reports monthly, quarterly, or annually based on client needs.
• Apply basic accounting principles and methods, including cash, accrual, and GAAP.
• Analyze accounting data with attention to broader implications and logical reasoning.
• Communicate project statuses and questions with team members and supervisors.
• Interact with clients to gain a basic understanding of their financial affairs and needs, as directed by relationship managers.
• Participate in training and independent learning to develop technical and professional knowledge.
• Manage time, meet deadlines, and prioritize multiple engagements.
• Support colleagues and take initiative to contribute to team efforts.
• Perform other duties and take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable-hour and other targets for individual performance and firm productivity.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break from December 24 through January 1.
• Paid parental leave after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and team activities.
• Celebrations for milestones such as the end of busy season and the holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level