Senior CAS Advisor - Outsourced Accounting

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

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.