CAS Senior Associate

Sorren, Inc. • Southampton, PA

2d

About The Position

The CAS Senior Associate independently performs, supervises, and reviews complex accounting functions for multiple business entities to support accurate and timely financial reporting. The role includes identifying and addressing inconsistencies, mentoring junior staff, maintaining compliance with accounting principles, and collaborating with clients and colleagues to achieve successful outcomes.

Team members are expected to deliver timely, accurate work; communicate clearly; take ownership of their professional development; seek feedback; and build strong relationships. The role contributes to the firm’s success through collaboration, quality service, operational excellence, innovation, and continuous growth. It requires managing multiple engagements, meeting deadlines and annual billable-hour and other targets, and adapting to other responsibilities assigned by firm leadership.

Requirements

• 3–5 years of experience in general accounting.
• Bachelor’s degree in accounting or a related field.
• Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks.
• Proficiency in learning and using accounting software and related tools.
• Excellent verbal and written communication skills for collaboration and client interactions.
• Strong organizational skills and attention to detail.
• Accurate mathematical and financial analysis skills.
• Ability to work independently, coach newer team members, and seek support from leadership when needed.
• Analytical thinking to identify and address inconsistencies in financial reporting.
• Demonstrated problem-solving skills, including proactively proposing solutions to relevant parties.
• Proactive approach to delivering a high-quality customer experience in a multi-client environment.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Nice To Haves

• CPA license or eligibility for CPA licensure.

Responsibilities

• Perform, supervise, and review complex accounting tasks for multiple entities, including reconciliations, journal entries, expense coding, bill payments, and accounts receivable.
• Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns.
• Prepare and review compilations monthly, quarterly, or annually based on client requirements.
• Identify material misstatements and evaluate inconsistencies in financial reports.
• Prepare client cash flow forecasts and monitor engagement performance against budgets.
• Analyze organizational structures and financial impacts to ensure accurate accounting.
• Train associates and review their work, providing constructive feedback to support their growth.
• Communicate with team members and clients regarding project status and inquiries.
• Collaborate with the team, volunteer support, and share knowledge.
• Participate in professional development through training sessions and independent learning.
• Manage multiple engagements and prioritize tasks to meet deadlines.
• Perform other duties and take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable-hour and other targets to fulfill individual performance and firm productivity expectations.

Benefits

• Generous paid time off.
• 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, available after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and team activities.
• Celebrations for milestones, including the end of busy season and the holidays.

What This Job Offers

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