Senior CAS Associate

ATA•Tupelo, MS

4d•Onsite

About The Position

We are seeking an experienced and detail-oriented Senior CAS Associate to join our Client Accounting Services department on a full-time, salaried basis in our Tupelo office. As a key member of our team, you will play a crucial role in delivering high-quality accounting and advisory services to our clients, ensuring their financial and business needs are met with precision and efficiency. This position offers a unique opportunity to work collaboratively in a dynamic environment, leveraging your expertise to support a diverse client base and contribute to our organization’s success.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field is required.
A minimum of 3-5 years of experience in accounting, with a focus on client accounting services being a strong advantage.
Proficiency in accounting software and tools, such as QuickBooks or similar platforms.
Strong knowledge of GAAP principles and financial regulations.
Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
Excellent communication skills, both written and verbal, in English.
Proven ability to manage multiple clients and projects simultaneously while maintaining a high level of accuracy and attention to detail.
Experience in training and supervising staff with a collaborative, team-oriented approach.
High level of integrity and professionalism, ensuring confidentiality when handling sensitive client information.

Nice To Haves

CPA or relevant certification is preferred.

Responsibilities

Manage and oversee daily, monthly and quarterly accounting operations for a portfolio of clients, ensuring compliance with financial regulations and internal policies.
Prepare and review financial statements, including income statements, balance sheets, and cash flow statements.
Collaborate with clients to understand their specific financial needs and provide tailored recommendations and solutions.
Perform reconciliations and resolve discrepancies for bank accounts, credit cards, and other financial ledgers to ensure accuracy and reliability of records.
Train, mentor, and support junior team members, providing technical guidance and fostering professional growth.
Assist in budgeting, forecasting, and financial analysis to help clients achieve their business goals.
Conduct periodic reviews and audits to assess the effectiveness of accounting procedures and internal controls.
Coordinate and communicate effectively with external auditors, tax professionals, and other stakeholders as required.
Stay updated on industry trends, accounting standards, and regulatory requirements to ensure best practices are implemented.