About the Role

The CAS Accountant provides outsourced accounting support to a portfolio of clients, acting as an extension of their internal accounting function. This role blends day to day bookkeeping and financial reporting with a growing advisory component, helping clients understand their numbers and make better business decisions. It's a great fit for someone who enjoys variety, client interaction, and working across multiple industries.

What You'll Do

• Manage day to day bookkeeping and general ledger accounting for a portfolio of clients.
• Prepare monthly, quarterly, and year end financial statements.
• Perform account reconciliations, including bank, credit card, and balance sheet accounts.
• Process accounts payable, accounts receivable, and payroll for clients as needed.
• Maintain and troubleshoot cloud accounting systems such as QuickBooks Online or Xero, along with connected apps.
• Assist clients with cash flow forecasting, budgeting, and basic financial analysis.
• Identify trends or issues in client financials and communicate them proactively.
• Support the transition of new clients onto the firm's accounting systems and processes.
• Collaborate with CAS leadership and other departments to ensure a consistent client experience.
• Stay current on accounting standards, software updates, and best practices in cloud accounting.
• Build strong, trust based relationships with client contacts.

What We're Looking For

• Bachelor's Degree in Accounting, Finance, or related field required.
• 2 to 5 years of accounting or bookkeeping experience, public accounting or outsourced accounting experience a plus.
• Proficiency with QuickBooks Online, Xero, or similar cloud accounting platforms.
• Comfortable managing multiple clients and deadlines simultaneously.
• Strong attention to detail and solid understanding of GAAP fundamentals.
• Excellent communication skills, with the confidence to work directly with clients.
• Tech savvy and eager to learn new tools and integrations.
• CPA or progress toward CPA a plus, but not required.

What We Offer

• Exposure to a wide variety of industries and business models.
• A modern, tech forward approach to accounting rather than traditional compliance only work.
• Direct client relationships and visibility into how businesses actually run.
• Clear growth path into Senior, Manager, or Director level CAS roles.
• Occasional flexibility in work location after a training period.

Our Benefits

• Competitive compensation
• Health Insurance
• Generous PTO
• 11 paid holidays
• Life Insurance
• Disability Insurance
• 401k + match
• Training & Development opportunities
• Quarterly social events

Apply today to learn more!