CAS Associate

Sorren, Inc. • Southampton, PA

2d

About The Position

The CAS Associate performs a variety of accounting functions for multiple business entities, including financial reporting, reconciliations, and compilations, to help ensure accurate and timely records. The role applies accounting principles and methods, supports compliance with accounting requirements, communicates with team members and clients, and manages multiple tasks and deadlines. Associates are also expected to develop their technical and professional knowledge, contribute to team efforts, and meet annual billable-hour and other performance targets.

Requirements

• 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 as needed to maintain efficiency and productivity.
• Flexibility to work beyond regular hours to meet team deadlines.

Nice To Haves

• Bachelor’s degree in accounting or finance preferred; an associate degree with relevant experience is allowed.

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 using logical thinking and attention to broader implications.
• Communicate project statuses and questions effectively with team members and supervisors.
• Interact with clients, as directed by relationship managers, to gain a basic understanding of their financial affairs and needs.
• Participate in training and independent learning to develop technical and professional knowledge.
• Manage time, prioritize multiple engagements, and meet deadlines.
• Support colleagues, contribute to team efforts, and take initiative when needed.
• Perform other duties and take on varied 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 marking milestones such as the end of busy season and the holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree