Senior CAS Accountant

JOB DESCRIPTION

Job Title: Senior CAS Accountant
FLSA Status: Exempt and Non-Exempt
Location: Any
Department: Accounting
Reports to: Partner/Manager Group

ABOUT THE ROLE

We are seeking a detail-oriented and experienced Senior CAS Accountant to join our Client Advisory Services team. This is a dynamic opportunity for someone who thrives on execution, values trusted client relationships, and is ready to step beyond narrow responsibilities. You’ll lead day-to-day accounting operations for multiple clients while playing a strategic role in refining internal systems and mentoring junior staff.

This role is ideal for a technically strong professional who brings critical thinking, hands-on expertise, and a passion for helping clients strengthen their financial operations.

KEY RESPONSIBILITIES:

• Review the monthly and annual close processes for multiple clients
• Prepare, review, and analyze financial statements
• Post journal entries, reconcile accounts, and ensure GAAP-compliant financial reporting
• Track budgets, analyze variances, and support strategic decision-making
• Prepare cash flow forecasts, financial models, and assist with financial planning
• Handle compliance filings including 1099 and sales and use tax
• Serve as the primary point of contact for assigned clients
• Collaborate with clients to understand business goals and provide tailored financial guidance
• Participate in client meetings to review financial results and KPIs
• Review and oversee work completed by junior accounting staff
• Train, mentor, and support the growth of junior team members
• Assist in onboarding new clients and setting up accounting systems and processes
• Identify opportunities to improve internal workflows and client operations
• Maintain clean, compliant ledgers and support external audits as needed

QUALIFICATIONS:

• Bachelor’s degree in Accounting, Finance, or a related field
• Minimum of 3–5 years of experience in accounting services
• Strong knowledge of GAAP and standard accounting processes
• Proficiency in Microsoft Excel and accounting platforms such as QBO, Xero, Intacct
• Excellent communication, analytical, and problem-solving skills
• Ability to manage multiple priorities and work independently
• High degree of integrity, professionalism, and discretion with confidential information

Compensation dependent on experience $80-$105k

To apply to this position, please fill out the contact form below or send your resume to recruiting@dk.cpa.