CAS Senior Accountant

Simon Lever•Lititz, PA

8d•Hybrid

About The Position

At Simon Lever, the Client Accounting Services (CAS) Senior Accountant delivers exceptional client service, plans and executes CAS client engagements, and provides internal support to client engagement teams for CAS related items. This CAS Senior Accountant role offers the ability to focus on your career interests and strengths, coupled with a supportive and collaborative team. We provide the same level of care to our colleagues as our clients while building trust and pursuing excellence. Our culture of care guides everything we do.

Requirements

3-5+ years of public and/or private accounting experience
Associate or Bachelor's degree in Accounting or related preferred, or equivalent experience
QuickBooks Online experience preferred; ERP software a plus
Strong working knowledge of accrual accounting and internal controls required
Maintain and expand knowledge base of accounting principles and practices
Must be detail-oriented and adaptable to learn new technology and AI software, as needed
Regular local travel based on client and/or firm needs
40-45+ hours/week average, with heavier hours needed during periods of high volume

Responsibilities

Develop and maintain loyal customer relationships to understand their business to support well in CAS role
Provide financial services to clients such as bookkeeping, month-end close, financial reporting and advisory services to meet their financial needs in a timely manner
Provide accounting related client services independently, including accounts payable, accounts receivables, bank and credit card reconciliations, journal entries, monthly, quarterly, and year-end reporting
Assess information, problem-solve, and exhibit strong communication with clients and team members
Provide excellent client service to support general accounting and software questions and take on more complex accounting work
Perform self-review to ensure a consistent and accurate work product
Collaborate with our team and clients to support needed work
Escalate more complex financial needs to lead advisor and/or CAS Lead, as appropriate