Family Office CAS Senior

Ljb Cpa•Dallas, TX

5d•Onsite

About The Position

LJB CPA is seeking a Family Office CAS Senior to oversee day-to-day accounting operations for multiple clients and provide financial insight, guidance, and leadership. The role is based in the firm’s Dallas office and is an in-office position. The Senior will help shape clients’ financial strategy and growth, serve as a liaison among the firm and its clients, and mentor junior accounting staff. The position leads client close processes and accounting operations, prepares and presents financial reporting, and guides clients on budgeting, forecasting, and cash flow planning. It also supports CPA partners with financial reviews, audits, and tax planning, while identifying improvements to client processes and systems.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
4–7 years of experience in client accounting services, bookkeeping, or public accounting.
Solid understanding of GAAP and accounting best practices.
Detail-oriented with a client-first mindset.
Confident communicator able to explain complex financial data in client-friendly language.
Ability to manage multiple clients professionally.
Self-starter who thrives in a collaborative, client-focused environment.
Proven ability to mentor and motivate team members.

Nice To Haves

Experience working at a CPA firm or in a multi-client environment.
Enthusiasm for helping mission-driven businesses thrive.
Enjoyment of building relationships and contributing to clients’ success.

Responsibilities

Lead month-end and year-end close processes for multiple clients with limited oversight.
Review and reconcile complex accounts and bank statements.
Oversee full-cycle Accounts Payable and Accounts Receivable, resolve discrepancies, and mentor junior team members.
Maintain and review general ledgers to ensure financial data integrity and accuracy.
Prepare and present detailed financial statements, management reports, and client dashboards.
Guide clients through budgeting, forecasting, and cash flow planning.
Identify and recommend process improvements and system enhancements to improve client operations.
Serve as a strategic resource for clients by providing analysis, answering questions, and offering financial insights.
Support CPA partners with higher-level services, including financial reviews, audits, and tax planning.
Mentor junior staff or bookkeepers and review their work as needed.