CAS Senior

Current; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Long-Term Disability Insurance

401(k) Plan with employer contributions

Access to Becker and LinkedIn Learning

Job summary

Current is seeking a Client Advisory Services (CAS) Senior in Charlotte to provide outsourced accounting services to small and mid-sized businesses. The role entails overseeing reconciliations, preparing financial statements, and mentoring staff while partnering with clients to deliver strategic solutions.

The ideal candidate should have 3+ years of client-facing experience, strong Excel skills, and ideally be a licensed CPA. A collaborative and dynamic work environment is offered with opportunities for professional growth.

Qualifications

• 3+ years of relevant experience in client-facing services.
• Strong Excel skills, including pivot tables and VLOOKUP.
• Excellent attention to detail and accuracy.

Responsibilities

• Oversee and review general ledger reconciliations.
• Prepare compiled GAAP financial statements.
• Train and mentor junior staff and interns.

Skills

Excel (intermediate to advanced)

QuickBooks Desktop and Online

Attention to detail

Client management

Judgment skills

Education

Licensed CPA or eligible to sit for CPA exam

Tools

Excel

QuickBooks

Job description

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Client Advisory Services (CAS) Senior

Join a growing Charlotte-based CPA firm as a Client Advisory Services (CAS) Senior, where you'll serve as a trusted advisor to privately held small- and mid‑sized businesses. In this role, you'll provide outsourced accounting and controllership services, oversee month‑end close and financial reporting, mentor junior staff, and partner directly with clients to deliver strategic accounting solutions. If you enjoy building relationships, solving complex accounting challenges, and helping businesses grow, this is an excellent opportunity to make a meaningful impact while advancing your career in a collaborative public accounting environment.

Responsibilities

• Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
• Oversee and review all general ledger reconciliations and prepare/review client journal entries.
• Prepare/review fixed asset registers.
• Prepare/review prepaid and accrual schedules.
• Prepare/review the month‑end close process.
• Prepare/review and troubleshoot any issues with bank and credit card reconciliations.
• Prepare/review schedules for external auditor requests.
• Prepare 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/review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare/review business personal property tax returns.
• Prepare income tax returns for small businesses and their owners.
• Work as a team with the client manager to coordinate multiple service deliverables and setting timelines for the 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 with a high degree of accuracy.
• Ability to prioritize effectively and meet tight monthly deadlines.
• Strong judgment skills and ability to know when to escalateto the partner or manager on a client account.

Preferred

• 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 in training and technical review of staff work.
• Motivated to be an advisor to a variety of business clients with varying skill levels.
• Seeking opportunities to guide and foster team members towards their technical and career goals.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $70,000.00‑$95,000.00 annually, commensurate with experience and qualifications.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

• Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
• Company‑Paid Life and Long‑Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short‑term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.