Senior CAS Lead: Client Accounting & Mentorship

ATA; Jackson (TN); Hybrid; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision Insurance

401(k) with employer match

Wellness bonus

Flexible Time Off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Advanced QuickBooks

Client interaction

Mentoring others

GAAP knowledge

Ausbildung

Bachelor’s degree in Accounting

Tools

QuickBooks

Microsoft Excel

Jobbeschreibung

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.