Senior Client Accounting Services Accountant
Job Summary
We are seeking a Senior Client Accounting Services (CAS) Accountant to join our growing Client Accounting Services practice. This role is ideal for an experienced accounting professional who enjoys owning client relationships, delivering high-quality financial reporting, and mentoring junior team members in a public accounting environment.
The Senior CAS Accountant will manage a portfolio of clients, oversee month-end and year-end close activities, and serve as a trusted advisor to clients across a variety of industries. Can work from our NYO or our Jericho office.
Key Responsibilities
Serve as the primary day-to-day point of contact for assigned CAS clients
Manage and oversee monthly, quarterly, and year-end close processes
Review and finalize financial statements in accordance with U.S. GAAP
Review journal entries, reconciliations, and supporting schedules prepared by staff
Address more complex accounting matters, including accruals, revenue recognition, and multi-entity accounting
Prepare audit‑ready schedules and coordinate with audit and tax teams as needed
Analyze financial results and explain trends and variances to clients
Assist clients with budgeting, forecasting, and cash‑flow analysis
Identify and recommend process improvements and efficiencies
Train, mentor, and provide feedback to Staff and Experienced Accountants
Support accounting system implementations, clean‑ups, and conversions
Ensure consistent documentation, controls, and adherence to firm standards
Required Qualifications
Bachelor’s degree in Accounting or Finance
5–8 years of progressive accounting experience, preferably in public accounting or outsourced accounting services
Strong understanding of U.S. GAAP and financial reporting
Prior experience reviewing staff work and managing deadlines
Proficiency with accounting systems such as QuickBooks Online, NetSuite, Xero, or similar platforms
Strong communication and client-service skills
CPA preferred or actively pursuing
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