Senior Accountant & Accounting Team Lead

The role

You will lead a team of 2–3 junior accountants and manage accounting operations for approximately 60 clients. You will take ownership of financial review, month-end close, and workflow management to ensure accurate financials.

What you will do

• Review and approve monthly financials for approximately 60 clients
• Validate balance sheet schedules and supporting documentation
• Identify and resolve discrepancies in reconciliations, coding, and general ledger activity
• Monitor month-end close progress and ensure financials are delivered on schedule
• Lead and coordinate a team of 2–3 junior accountants
• Coach team members on technical accounting, processes, quality standards, and professional judgment
• Assign client workloads based on complexity, capacity, and accountant familiarity
• Own the operational side of engagements from post-onboarding through monthly close
• Create written SOPs, Loom walkthroughs, and repeatable workflows
• Identify recurring issues, bottlenecks, and inefficiencies to recommend better workflows

Required qualifications

• 5+ years of U.S.-based bookkeeping or accounting experience
• Demonstrated experience leading, mentoring, or supervising accountants
• Strong working knowledge of Xero
• Strong understanding of full-cycle bookkeeping, month-end close, reconciliations, and balance sheet review
• Ability to work U.S. business hours, with Central Time strongly preferred
• Excellent written and verbal English communication skills
• Strong professional judgment and ability to identify errors, prioritize issues, and work independently
• Ability to manage multiple client engagements and competing deadlines in a remote environment

Nice to have

• QuickBooks Online proficiency
• CPA license or equivalent accounting credential
• Experience working for a U.S.-based virtual accounting, bookkeeping, or BPO firm
• Experience with Double, Keeper, or similar bookkeeping/project management platforms
• Experience with client onboarding, engagement scoping, or pricing
• Experience working across multiple industries, such as restaurants, retail, professional services, and e-commerce
• Experience documenting accounting processes through SOPs, Loom, or similar tools

Benefits

• Competitive USD compensation
• Permanent remote work
• Full company equipment provided
• 15 days PTO annually + local holidays
• Guaranteed annual increases
• Referral rewards up to $1,000
• Monthly flexible stipend (CAS Flex Perks)
• Structured onboarding and career development
• Long-term opportunities to grow

Before you apply

• Full-time exclusivity is required
• Candidates must not hold other part-time or freelance engagements once hired
• Conflict-of-interest checks may apply

About the company

CAS is a remote-first bookkeeping and advisory firm serving approximately 60 businesses across a range of industries. They are looking for experienced professionals for long-term career opportunities.