CAS Staff Accountant

Agresta, Storms & O’Leary, PC; Columbus (IN); On-site; USD 52,000 - 72,000; Full time

Job summary

Agresta, Storms & O’Leary is seeking an experienced CAS Staff Accountant to support multiple business clients across various industries. The role focuses on ongoing accounting, general ledger maintenance, reconciliations, and timely financial reporting using QuickBooks Online and related software.

The ideal candidate has 2–3 years of accounting experience, proficiency in QuickBooks Online and payroll processing, strong attention to detail, and the ability to manage deadlines while communicating

Qualifications

• 2–3 years of accounting experience preferred.
• Associate's or bachelor's degree in accounting, finance, or related field preferred; equivalent practical experience will be considered.
• Hands-on QuickBooks Online experience required or strongly preferred.
• Payroll processing experience strongly preferred, including payroll tax filings, reconciliations, and payroll compliance requirements.
• Solid understanding of general ledger accounting, account reconciliations, journal entries, and month-end close procedures.
• Experience with sales tax filings, 1099 reporting, and multi-entity accounting is a plus.
• Proficiency in Microsoft Excel and other common office applications.
• Strong attention to detail and commitment to producing accurate, complete work.
• Excellent organizational skills and the ability to manage multiple client deadlines.
• Professional written and verbal communication skills, including the ability to communicate directly with clients.

Responsibilities

• Manage recurring client accounting using QuickBooks Online and other software.
• Maintain general ledger accounts and record routine transactions, journal entries, and adjusting entries.
• Perform monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Review accounting activity for accuracy, completeness, and unusual transactions.
• Complete month-end and year-end close procedures and maintain supporting schedules and workpapers.
• Assist with internal financial reports for client review and delivery.
• Process payroll and manage related responsibilities, including payroll tax filings and reconciliations.
• Prepare sales tax filings, 1099 forms, and other recurring compliance reports.
• Communicate with clients to obtain missing information and resolve discrepancies.
• Maintain organized electronic workpapers, client documentation, and accounting records.
• Monitor recurring client workflows and deadlines for timely completion.
• Identify accounting issues and research solutions, elevating complex matters as needed.
• Respond to review comments and incorporate feedback into future work.
• Assist with client onboarding, software setup, and process improvements.
• Collaborate with team members to maintain consistent accounting practices.

Skills

General ledger accounting

Multi-client accounting

Attention to detail

Communication skills

Time management

Education

Associate's or Bachelor's degree in accounting/finance

Tools

QuickBooks Online

Excel

Payroll processing software

Job description

About the Position

Agresta, Storms & O'Leary is seeking an experienced, detail-oriented CAS Staff Accountant to join our growing Client Accounting Services (CAS) team. This position provides ongoing accounting and financial support to a variety of business clients across multiple industries.

The ideal candidate will have 2-3 years of accounting experience, a strong understanding of general ledger accounting, and hands-on experience with QuickBooks Online and payroll processing. The successful candidate will be comfortable managing recurring accounting responsibilities for assigned clients, meeting deadlines, communicating professionally with clients, and identifying issues that require additional attention.

This is an excellent opportunity for an accounting professional who enjoys working with multiple clients, taking ownership of their work, and continuing to develop their technical accounting and client service skills.

Key Responsibilities

• Manage recurring accounting responsibilities for assigned clients using QuickBooks Online and other accounting software.
• Maintain general ledger accounts and record routine accounting transactions, journal entries, and adjusting entries as needed.
• Perform monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Review accounting activity for accuracy, completeness, and unusual or inconsistent transactions.
• Complete month-end and year-end closing procedures and maintain supporting schedules and workpapers.
• Assist with the preparation of internal financial reports for review and delivery to clients.
• Process payroll and manage related responsibilities, including payroll tax filings, quarterly and annual reporting, payroll reconciliations, and payroll-related notices as applicable.
• Prepare sales tax filings, 1099 forms, and other recurring compliance-related reports as assigned.
• Communicate with clients to obtain missing information, resolve routine questions, and address discrepancies.
• Maintain organized electronic workpapers, client documentation, and accounting records.
• Monitor recurring client workflows and deadlines to ensure timely and accurate completion of assigned work.
• Identify accounting issues, research potential solutions, and promptly elevate unusual or complex matters to the appropriate team member.
• Respond to review comments, make necessary corrections, and incorporate feedback into future work.
• Assist with client onboarding, accounting software setup, and process improvements as needed.
• Collaborate with team members to maintain consistent accounting practices and quality standards.

Qualifications

• Two to three years of relevant accounting experience preferred.
• Associate's or bachelor's degree in accounting, finance, or a related field preferred; equivalent practical experience will be considered.
• Hands-on QuickBooks Online experience required or strongly preferred.
• Payroll processing experience strongly preferred, including familiarity with payroll tax filings, reconciliations, and payroll compliance requirements.
• Solid understanding of general ledger accounting, account reconciliations, journal entries, and month-end close procedures.
• Experience with sales tax filings, 1099 reporting, and multi-entity accounting is a plus.
• Proficiency in Microsoft Excel and other common office applications.
• Strong attention to detail and commitment to producing accurate, complete work.
• Excellent organizational skills and the ability to manage multiple client deadlines.
• Professional written and verbal communication skills, including the ability to communicate directly with clients.
• Ability to work independently on assigned responsibilities while recognizing when guidance or additional review is necessary.
• Strong problem-solving skills, sound judgment, and a proactive approach to identifying and resolving issues.
• Ability to work collaboratively, accept constructive feedback, and follow established processes and quality standards.

What We're Looking For

We are looking for someone who takes ownership of assigned responsibilities and follows through without needing constant reminders. The ideal candidate can independently complete routine accounting work, manage recurring deadlines, communicate proactively about outstanding items, and recognize when an issue requires additional review.

The successful candidate will be organized, dependable, receptive to feedback, and committed to delivering accurate, timely work. Experience in a public accounting or client accounting services environment is a plus, particularly for candidates accustomed to managing accounting responsibilities for multiple businesses.

Work Environment and Benefits

• Full-time position.
• Collaborative team environment with access to experienced accounting professionals.
• Opportunities for continued technical development and increased client responsibility.