CAS Senior

Overview

This role supports a growing Charlotte-based CPA firm by serving as a Client Advisory Services (CAS) Senior. You will work as a trusted advisor to privately held small- and mid-sized businesses, delivering outsourced accounting and controllership services, overseeing month-end close and financial reporting, mentoring junior staff, and partnering directly with clients to provide strategic accounting solutions.

Responsibilities

• Provide Client Accounting Services (CAS), including quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
• Oversee and review general ledger reconciliations; prepare and review client journal entries.
• Prepare and review fixed asset registers.
• Prepare and review prepaid and accrual schedules.
• Prepare and review the month-end close process.
• Prepare and review bank and credit card reconciliations; troubleshoot reconciliation issues.
• Prepare and review schedules for external auditor requests.
• Prepare and review compiled GAAP and income tax basis financial statements.
• Train, mentor, and guide CAS staff and interns.
• Lead the client onboarding 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 and review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare and review business personal property tax returns.
• Prepare income tax returns for small businesses and their owners.
• Coordinate multiple service deliverables with the client manager, including setting timelines for accounting, attest, and tax compliance as a holistic service provider.

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 and high degree of accuracy.
• Ability to prioritize effectively and meet tight monthly deadlines.
• Strong judgment and ability to know when to escalate issues to the partner or manager on a client account.

Preferred Qualifications

• 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 training and providing technical review of staff work.
• Motivation to advise business clients with varying skill levels.
• Interest in guiding and developing team members toward technical and career goals.

Compensation & Benefits

• Salary range: $70,000.00–$95,000.00 annually, commensurate with experience and qualifications.
• Total rewards package includes base salary and benefits.

Benefits include:

• Health, dental, and vision insurance (with options for fully paid employee-only coverage for health and dental)
• Company-paid life and long-term & short-term disability insurance
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) plan with employer contributions
• Opportunities for professional growth, learning, and development (including access to Becker and LinkedIn Learning)

Location

Charlotte-based (North Carolina).