Senior Accountant / Client Advisory Services (CAS)

KerberRose S.C.; Green Bay (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Mentorship opportunities

Continuing education support

Paid time off and holidays

401(k) & Profit sharing

CPA/EA designation incentive

Health, dental, vision, life insurance

Flexible spending account

Short/long disability

Job summary

KerberRose S.C. is seeking a detail-oriented Senior Accountant to join our Client Advisory Services (CAS) team in Wisconsin.

You will provide high-quality accounting, financial reporting, and advisory support to a diverse client portfolio, preparing financial statements and performing complex accounting functions with a focus on accuracy and client service. The ideal candidate has 3–6+ years of accounting experience, familiarity with GAAP, and strong analytical and communication skills.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license or candidate preferred.
• 3–6+ years in public accounting CAS or corporate accounting.
• Experience with financial statements and management reporting.
• GAAP knowledge and audits support.
• Proficiency with Excel and cloud-based accounting systems.

Responsibilities

• Prepare and review monthly journal entries and reconciliations.
• Assist with monthly, quarterly, and annual close processes.
• Prepare financial statements, reports, and schedules per GAAP and tax rules.
• Analyze financial results, identify trends, and recommend improvements.
• Support budgeting, forecasting, and cash flow analysis.
• Maintain internal controls and drive process improvements.
• Prepare audit schedules and respond to external auditor requests.
• Build strong client relationships and provide high-level client service.
• Understand clients' operations, policies, and accounting standards.
• Assist with onboarding new clients and documenting processes.

Skills

Journal entries

GAAP knowledge

Financial analysis

Client communication

Excel proficiency

Education

Bachelor's degree in Accounting

CPA preferred

Tools

QuickBooks Online

Bill.com

NetSuite

Job description

Description

We are seeking a detail-oriented and client-focused Senior Accountant to join our Client Advisory Services (CAS) team. In this role, you will provide high-quality accounting, financial reporting, and advisory support to a diverse portfolio of clients. Working closely with Controllers and client leadership, you will prepare financial statements, perform complex accounting functions, analyze financial results, and help clients improve their financial operations. The ideal candidate is technically proficient, highly organized, and enjoys building strong client relationships while contributing to a collaborative team environment.

Key Responsibilities

• Prepare and review monthly journal entries, account reconciliations, and general ledger activity to ensure accuracy and completeness.
• Assist with monthly, quarterly, and annual financial close processes while meeting established deadlines.
• Prepare accurate and timely financial statements, management reports, and supporting schedules in accordance with GAAP, income tax and/or modified cash basis.
• Analyze financial results, identify trends and variances, and provide recommendations to improve financial performance.
• Support budgeting, forecasting, cash flow analysis, and other financial planning activities.
• Assist Controllers with maintaining effective internal controls and implementing process improvements to enhance efficiency and accuracy.
• Prepare audit schedules and supporting documentation while coordinating requests from external auditors.
• Build and maintain positive working relationships with clients by responding promptly to accounting questions and providing exceptional client service.
• Maintain a thorough understanding of each client's business operations, accounting policies, and applicable accounting standards.
• Assist with onboarding new clients, documenting accounting processes, and implementing best practices.
• Utilize cloud-based accounting platforms, including QuickBooks Online, Bill.com, NetSuite, and other financial management systems.
• Manage multiple client engagements simultaneously while maintaining exceptional attention to detail and meeting deadlines.

Requirements

• Bachelor's degree in Accounting or a related field (or an equivalent combination of education and relevant experience).
• CPA license or CPA candidate preferred.
• 3-6+ years of progressive accounting experience in public accounting, Client Advisory Services (CAS), or corporate accounting.
• Experience preparing financial statements, account reconciliations, journal entries, and management reporting.
• Working knowledge of GAAP and financial reporting requirements.
• Experience supporting audits and preparing audit workpapers.
• Proficiency with Microsoft Excel and cloud-based accounting systems such as QuickBooks Online, Bill.com, NetSuite, or similar ERP platforms.
• Strong analytical, organizational, problem‑solving, and communication skills.
• Ability to manage multiple priorities while delivering high-quality client service in a fast‑paced environment.
• Public accounting experience within a CAS or outsourced accounting practice.
• Experience with budgeting, forecasting, KPI reporting, and financial analysis.
• Experience training or mentoring junior accounting staff.
• Continuous improvement mindset with a passion for leveraging technology to improve accounting processes.

Culture and Core Values:

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Benefits:

• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Financial incentive for CPA and Enrolled Agent designations
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.