CAS Staff Accountant

Agresta, Storms & O’Leary, PC • Columbus, IN

1d

About The Position

Agresta, Storms & O’Leary is seeking an experienced, detail-oriented CAS Staff Accountant to join its growing Client Accounting Services (CAS) team. The position provides ongoing accounting and financial support to business clients across multiple industries. The accountant manages recurring client accounting work, maintains general ledger records, performs reconciliations and closing procedures, supports financial reporting, processes payroll, and prepares recurring tax and compliance filings. The role also involves communicating directly with clients, maintaining organized documentation, monitoring deadlines, identifying issues for escalation, and collaborating with team members to deliver accurate and timely work.

This is a full-time opportunity for an accounting professional who enjoys serving multiple clients, taking ownership of assigned work, and developing technical accounting and client service skills. The team offers access to experienced accounting professionals, continued technical development, and opportunities to take on increased client responsibility. Work volume follows recurring monthly and quarterly close cycles, with heavier periods around month-end, payroll deadlines, and filing deadlines.

Requirements

• Two to three years of relevant accounting experience is preferred.
• Associate's or bachelor's degree in accounting, finance, or a related field is preferred; equivalent practical experience will be considered.
• Hands-on QuickBooks Online experience is required or strongly preferred.
• Payroll processing experience is strongly preferred, including familiarity with payroll tax filings, reconciliations, and payroll compliance requirements.
• Solid understanding of general ledger accounting, account reconciliations, journal entries, and month-end close procedures.
• Proficiency in Microsoft Excel and other common office applications.
• Strong attention to detail and commitment to producing accurate, complete work.
• Excellent organizational skills and ability to manage multiple client deadlines.
• Professional written and verbal communication skills, including ability to communicate directly with clients.
• Ability to work independently on assigned responsibilities while recognizing when guidance or additional review is needed.
• Strong problem-solving skills, sound judgment, and a proactive approach to identifying and resolving issues.
• Ability to work collaboratively, accept constructive feedback, and follow established processes and quality standards.
• Applicants must be authorized to work for any employer in the United States.

Nice To Haves

• Experience with sales tax filings, 1099 reporting, and multi-entity accounting.
• Experience in a public accounting or client accounting services environment, particularly managing accounting responsibilities for multiple businesses.

Responsibilities

• Manage recurring accounting responsibilities for assigned clients using QuickBooks Online and other accounting software.
• Maintain general ledger accounts and record routine transactions, journal entries, and adjusting entries as needed.
• Perform monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Review accounting activity for accuracy, completeness, and unusual or inconsistent transactions.
• Complete month-end and year-end closing procedures and maintain supporting schedules and workpapers.
• Assist with preparing internal financial reports for review and delivery to clients.
• Process payroll and handle related responsibilities, including payroll tax filings, quarterly and annual reporting, payroll reconciliations, and payroll-related notices as applicable.
• Prepare sales tax filings, 1099 forms, and other recurring compliance-related reports as assigned.
• Communicate with clients to obtain missing information, resolve routine questions, and address discrepancies.
• Maintain organized electronic workpapers, client documentation, and accounting records.
• Monitor recurring client workflows and deadlines to ensure timely and accurate completion of assigned work.
• Identify accounting issues, research potential solutions, and escalate unusual or complex matters to the appropriate team member.
• Respond to review comments, make necessary corrections, and incorporate feedback into future work.
• Assist with client onboarding, accounting software setup, and process improvements as needed.
• Collaborate with team members to maintain consistent accounting practices and quality standards.

Benefits

• Competitive base salary.
• Performance-based bonus structure.
• Employer 401(k) match.
• Comprehensive benefits.
• Collaborative team environment with access to experienced accounting professionals.
• Opportunities for continued technical development and increased client responsibility.

What This Job Offers

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