CAS Senior

Current • Charlotte, NC

3d • Onsite

About The Position

Join a growing Charlotte-based CPA firm as a Client Advisory Services (CAS) Senior, where you'll serve as a trusted advisor to privately held small- and mid-sized businesses. In this role, you'll provide outsourced accounting and controllership services, oversee month-end close and financial reporting, mentor junior staff, and partner directly with clients to deliver strategic accounting solutions. If you enjoy building relationships, solving complex accounting challenges, and helping businesses grow, this is an excellent opportunity to make a meaningful impact while advancing your career in a collaborative public accounting environment.

Requirements

• 3+ years of relevant experience, specifically external client-facing services.
• Intermediate to Advanced skills with Excel (including pivot and VLOOKUP).
• Experience with various versions of QuickBooks Desktop and Online.
• Excellent attention to detail with a high degree of accuracy.
• Ability to prioritize effectively and meet tight monthly deadlines.
• Strong judgment skills and ability to know when to escalate an issue to the partner or manager on a client account.

Nice To Haves

• Licensed CPA or eligible to sit for the CPA exam.
• Experience with business clients $1-$15+ million in revenue.
• Knowledge of federal and state payroll tax requirements.
• Industry knowledge for construction/contractors, real estate, and/or professional services.
• Prior experience in training and technical review of staff work.
• Motivated to be an advisor to a variety of business clients with varying skill levels.
• Seeking opportunities to guide and foster team members towards their technical and career goals.

Responsibilities

• Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
• Oversee and review all general ledger reconciliations and prepare/review client journal entries.
• Prepare/review fixed asset registers.
• Prepare/review prepaid and accrual schedules.
• Prepare/review the month-end close process.
• Prepare/review and troubleshoot any issues with bank and credit card reconciliations.
• Prepare/review schedules for external auditor requests.
• Prepare compiled GAAP and Income tax basis financial statements.
• Train, mentor, and guide CAS staff and interns.
• Lead the client on-boarding process, including developing financial reports, chart of accounts, and initial revisions.
• Analyze financial results and make recommendations to client management.
• Reconcile, review and post monthly payroll entries.
• Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare/review business personal property tax returns.
• Prepare income tax returns for small businesses and their owners.
• Work as a team with the client manager to coordinate multiple service deliverables and setting timelines for the accounting, attest, and tax compliance as a holistic service provider.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed