Senior CAS Lead: Client Accounting & Mentorship

ATA; Jackson (TN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with employer match

Wellness bonus

Flexible Time Off

Job summary

ATA seeks a seasoned Senior CAS Associate to join its Jackson office, delivering accurate financial statements and practical insights for a diverse client portfolio. You will mentor team members, review work, and maintain strong client relationships in a hands-on, in-office or hybrid role.

The role emphasizes leadership in client accounting services, complex reconciliations, and onboarding activities while using QuickBooks and Excel for efficient, reliable deliverables.

Qualifications

• Bachelor’s degree in accounting.
• 3–5 years of public accounting experience.
• Strong GAAP knowledge.
• Excellent organizational skills.
• Experience in 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 for client review.
• Perform complex reconciliations (bank, credit card, payroll) and resolve discrepancies.
• Assist with onboarding and setup of new accounting systems and data transition.
• Serve as a point of contact for clients and maintain professional relationships.
• Utilize QuickBooks and Excel to support workflows and reporting.

Skills

Advanced QuickBooks

Client interaction

Mentoring others

GAAP knowledge

Education

Bachelor’s degree in Accounting

Tools

QuickBooks

Microsoft Excel

Job description

ATA seeks a seasoned Senior CAS Associate to join its Jackson office, delivering accurate financial statements and practical insights for a diverse client portfolio. You will mentor team members, review work, and maintain strong client relationships in a hands-on, in-office or hybrid role.

The role emphasizes leadership in client accounting services, complex reconciliations, and onboarding activities while using QuickBooks and Excel for efficient, reliable deliverables.