CAS Senior (Client Accounting Services)

Green Shade CPA; Greenville (SC); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

4-day workweek

401(k) retirement match

License renewals reimbursement

CPE continuing education

On-site Greenville office

Job summary

Green Shade CPA in Greenville, SC is seeking a relationship-driven, tech-forward CAS Senior on site (minimum 3 days per week) to deliver high-touch advisory and bridge routine accounting with fractional CFO capabilities.

You will lead monthly closes, prepare GAAP financials, tailor chart-of-accounts, and collaborate with Tax and Fractional CFO teams to optimize cash flow and KPIs using QuickBooks Online, Karbon, and analytics tools.

Qualifications

• Requires CPA or EA credentialing progress or active status.
• Bachelor’s degree in Accounting or Finance.
• 3–6+ years in public accounting CAS or outsourced accounting.

Responsibilities

• Act as the primary accounting advisor for a roster of clients.
• Oversee monthly, quarterly, and year-end closes and reconciliations.
• Prepare GAAP-aligned financial statements and KPI insights.
• Guide onboarding and chart-of-accounts setup for new clients.
• Utilize QuickBooks Online and Karbon for reporting and workflow management.
• Collaborate with Tax and Fractional CFO teams to optimize tax and capital.

Skills

Interpersonal skills

Analytical thinking

Communication skills

CPA/EA in progress

Education

Bachelor’s degree in Accounting or Finance

Active CPA or EA / pursuing

Tools

QuickBooks Online

Karbon

Excel

Financial reporting tools

Job description

At Green Shade, our driving mission is guiding growing businesses through financial and tax complexity toward confidence. We believe accounting is fundamentally built on genuine relationships and proactive collaboration, not merely routine data transfer. As compliance and manual bookkeeping automate, forward-looking financial advisory is where lasting value is created. We leverage a modern cloud ecosystem to streamline back-office workflows, allowing our team to focus their energy on cultivating trusted client partnerships and delivering actionable, real-time strategic intelligence.

• Relational- Prioritizing collaborative client relationships over mechanical, transactional data entry.
• Tech-Forward- Harnessing cloud ecosystem automations to deliver real-time strategic clarity.
• Tailored- Designing concierge onboarding runways and bespoke accounting solutions for unique business models.
• Proactive- Translating monthly financials into strategic guidance, cashforecasting, and operational KPIs.

ROLE OVERVIEW

We are seeking a relationship-driven, tech-forward CAS Senior based on site in our Greenville, SC office (minimum 3 days on site per week). This role is designed for a professional who thrives on personal client interaction, understanding operational challenges, and interpreting financial data to give business owners true clarity. You will partner directly with the Greenville Office Lead and CAS practice leadership to deliver a high-touch experience that seamlessly bridges into Fractional CFO advisory.

KEY RESPONSIBILITIES

Relationship-Driven Advisory: Act as the primary, trusted accounting advisor for a dedicated roster of business clients, holding regular consultative check-ins rather than merely delivering historical data.

Full-Cycle Accounting Leadership: Manage monthly, quarterly, and year-end closes, including complex balance sheet reconciliations, payroll entries, sales tax filings, and accrual-basis adjustments.

Financial Package Preparation & Review: Prepare and review accurate, GAAP-aligned financial statements (Balance Sheet, P&L, Statement of Cash Flows) alongside customized KPI insights to support sound executive decisions.

Client Runways & Concierge Onboarding: Guide smooth, high-touch onboarding for new clients, tailoring chart-of-accounts setups and integrating standard operating workflows.

Ecosystem Automation: Harness the full capabilities of QuickBooks Online alongside integrated reporting platforms (such as Fathom Analytics, LivePlan, and Jirav) to eliminate manual bottlenecks and enhance transparency. Practice Workflow Management: Organize client tasks, recurring deliverables, and secure communications through our Karbon practice management platform.

Cross-Practice Synergy: Collaborate closely with our Tax and Fractional CFO teams to ensure accounting records proactively optimize tax minimization strategies and protect client capital.

Client Responsiveness: Maintain high communication standards, honoring our firm-wide 24-hour response commitment and keeping cameras on for virtual client sessions.

QUALIFICATIONS & EXPERIENCE

Credentials: Active CPA or EA, or actively pursuing a CPA or EA designation. Bachelor’s degree in Accounting or Finance.

• Experience: 3–6+ years of progressive accounting experience within public accounting (CAS / outsourced accounting) or a multi-entity business environment.
• Client-First Orientation: Strong interpersonal skills and a genuine enthusiasm for partnering with business owners, building rapport, and discovering advisory opportunities beyond standard compliance.
• Software Proficiency: Practical proficiency with QuickBooks Online, Karbon (or similar cloud practice management software), Excel, and modern financial reporting tools.
• Strategic Acumen: Ability to look beyond basic categorization to interpret cash flow dynamics, operational margins, and business drivers.

COMPENSATION, BENEFITS & SCHEDULE

• Base Compensation: $60,000 – $70,000 starting salary, commensurate with accounting and advisory experience.
• 4-Day Workweek Schedule: Enjoy a compressed 4-day workweek during the non-tax season (May 16 – Dec 31), delivering
• 30+ three-day weekends each year (the designated office day off will be Monday or Friday for Greenville; standard 5-day week applies Jan 1 – May 15 during tax peak).
• Retirement Match: 401(k) program with 100% firm match on the first 3% contributed, plus 50% on the next 2%.
• Professional Support: Full reimbursement for annual primary license renewals, relevant software certifications (e.g., QBO ProAdvisor), and CPE continuing education support starting after 6 months.
• Workplace & Culture: Modern on-site Greenville office environment, dual-screen firm-provided setup, and structured
• progression pathways into practice leadership.