Senior CAS Associate

ATA; Missouri; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life, AD&D, &

Disability Insurance

HSA and FSA options

401(k) with employer match

Yearly wellness bonus

Flexible Time Off, Holidays, Fridays (

Job summary

ATA in Jackson, Missouri, seeks a Senior CAS Associate to lead client accounting workflows, close processes, and financial statement preparation for a diverse client portfolio. You will mentor teammates and ensure accurate reporting while maintaining strong client relationships.

The role requires 3–5 years of public accounting, GAAP knowledge, and advanced QuickBooks and Excel skills. It is a full-time, in-office or hybrid position with competitive benefits and ongoing professional development.

Qualifications

• Bachelor’s degree in Accounting.
• 3–5 years of public accounting experience.
• Strong understanding of GAAP and financial reporting standards.
• Excellent organizational skills with acute attention to detail.
• Prior experience in Client Accounting Services (CAS) or outsourced accounting environments.

Responsibilities

• Manage monthly and quarterly close processes for assigned clients, ensuring information is accurate and on schedule.
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
• Perform complex account reconciliations (bank, credit card, payroll) and resolve discrepancies timely.
• Assist with client onboarding by setting up accounting systems and historical data transfer.
• Serve as a knowledgeable client contact, answering questions and maintaining strong relationships.
• Utilize QuickBooks and Excel to support efficient workflows and accurate reporting.

Skills

Advanced QuickBooks

Microsoft Excel

Interpersonal communication

Attention to detail

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Excel

Job description

About The Role

We are looking for a seasoned and proactive Senior CAS Associate to join our growing Client Accounting Services (CAS) team in our Jackson office. This is a full-time, salaried, 100% in-office or hybrid role designed for an accounting professional who enjoys being hands-on, engaging in client interaction, and leading others.

In this role, you will serve as a trusted accounting partner to a diverse portfolio of clients, delivering accurate financial statements, providing practical insights, and helping businesses operate more confidently. You will also play a key role in reviewing the work of team members and supporting their development, all while maintaining strong, professional relationships with clients.

If you thrive in a collaborative office environment, enjoy balancing detailed accounting work with client-facing responsibilities, and take pride in mentoring others, we would love to meet you.

What You Will Do

As a Senior CAS Associate, you will:

• Manage monthly and quarterly close processes for assigned clients, ensuring financial information isaccurate, complete, and delivered on schedule.

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, for client review and discussion.

• Perform complex account reconciliations, including bank, credit card, and payroll accounts, and investigate and resolve discrepanciesin a timely manner.

• Support client onboarding activities byassistingwith the setup of new accounting systems, chart of accounts, and the transition of historical financial data.

• Serve as a knowledgeable point of contact for clients, answering accounting questions and supporting ongoing client relationships witha high levelof professionalism and responsiveness.

• Utilize advanced accounting tools and technology, including QuickBooks and Microsoft Excel, to support efficient workflows,accuratereporting, and client deliverables.

What We Are Looking For

The ideal candidate brings both technical strength and interpersonal confidence:

• Advancedproficiencyin QuickBooks and Microsoft Excel.

• Bachelor’s degree in Accounting.

• 3–5 years of public accounting experience.

• Strong understanding of GAAP (Generally Accepted Accounting Principles) and financial reporting standards.

• Excellent organizational skills with acute attention to detail.

• Prior experience in Client Accounting Services (CAS) or outsourced accounting environments.

Work Environment & Expectations

• Full-time, salaried position
• In-office or Hybrid role (Monday–Friday) – this is not a remote position
• Oversight and review of other team members’ work is required
• Strong interpersonal skills and client communication are essential for success

What We Offer

_ Competitive Pay _

• Salary range: $55,000 – $75,000 annually.
• Final offer based on experience, skills, and licensure.

_ Comprehensive Benefits _

• Medical, Dental, Vision, Life, AD&D, and Disability Insurance
• HSA and FSA options
• 401(k) with employer match

_ Wellness & Time Off _

• Yearly wellness bonus
• Flexible Time Off, Paid Holidays, and Fridays off in the Summer

_ Learning & Development _

• Access to our LCVista/Spiirall learning management platform
• Support for credentialing and licensure exams
• Personalized development resources and longevity awards

All job offers are contingent upon the completion of a satisfactory background check.

ATA values diversity and is committed to equal opportunity in the workplace. Applicants who require a reasonable accommodation to complete the application or interview process should contact Human Resources by emailing [e-mail].

The listed salary range isnot aguarantee of compensation. Final compensation will bedeterminedbased on factors such as relevant experience, education, skills, and internal equity.