Senior CAS Associate

We are looking for a seasoned and proactive Senior CAS Associate to join our growing Client Accounting Services (CAS) team in our Jackson office. This is a full-time, salaried, 100% in-office or hybrid role designed for an accounting professional who enjoys being hands-on, engaging in client interaction, and leading others.

In this role, you will serve as a trusted accounting partner to a diverse portfolio of clients, delivering accurate financial statements, providing practical insights, and helping businesses operate more confidently. You will also play a key role in reviewing the work of team members and supporting their development, all while maintaining strong, professional relationships with clients.

If you thrive in a collaborative office environment, enjoy balancing detailed accounting work with client-facing responsibilities, and take pride in mentoring others, we would love to meet you.

As a Senior CAS Associate, you will:

• →Manage monthly and quarterly close processes for assigned clients, ensuring financial information is accurate, complete, and delivered on schedule. 
• →Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, for client review and discussion. 

• →Perform complex account reconciliations, including bank, credit card, and payroll accounts, and investigate and resolve discrepancies in a timely manner. 

• →Support client onboarding activities by assisting with the setup of new accounting systems, chart of accounts, and the transition of historical financial data. 

• →Serve as a knowledgeable point of contact for clients, answering accounting questions and supporting ongoing client relationships with a high level of professionalism and responsiveness. 

• →Utilize advanced accounting tools and technology, including QuickBooks and Microsoft Excel, to support efficient workflows, accurate reporting, and client deliverables.

The ideal candidate brings both technical strength and interpersonal confidence:

• Advanced proficiency in QuickBooks and Microsoft Excel. 
• Bachelor’s degree in Accounting. 

• 3–5 years of public accounting experience. 
• Strong understanding of GAAP (Generally Accepted Accounting Principles) and financial reporting standards.
• Excellent organizational skills with acute attention to detail.

• Prior experience in Client Accounting Services (CAS) or outsourced accounting environments. 

• Full-time, salaried position
• In-office or Hybrid role (Monday–Friday) – this is not a remote position
• Oversight and review of other team members’ work is required
• Strong interpersonal skills and client communication are essential for success