CAS Senior Associate

Sorren•Southampton, PA

About The Position

The CAS Senior Associate independently performs, supervises, and reviews complex accounting functions for multiple business entities to ensure accurate and timely financial reporting. The role involves 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 contribute through strong relationships, communication, quality service, operational excellence, and innovation and growth. They deliver timely, accurate work, take ownership of their development, seek feedback, and build strong relationships while managing responsibilities in alignment with firm values.

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, including reconciliations, journal entries, expense coding, bill payments, and accounts receivable for multiple entities.
Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns.
Prepare and review compilations monthly, quarterly, or annually according to 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 foster growth.
Communicate with team members and clients about 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 varied responsibilities assigned by firm leadership.
Meet annual billable-hour and other targets to support individual performance and firm productivity.

Benefits

Generous paid time off.
Comprehensive medical, dental, and vision coverage.
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 spontaneous team activities.
Celebrations marking milestones such as the end of busy season and the holidays.