CAS Senior

The role

You will provide outsourced accounting and controllership services to clients. You will oversee month-end close, financial reporting, and mentor junior staff.

What you will do

• Provide quarterly or monthly outsourced controllership and consulting to clients' accounting staff or office managers
• Oversee and review all general ledger reconciliations and prepare/review client journal entries
• Prepare/review fixed asset registers
• Prepare/review prepaid and accrual schedules
• Prepare/review the month-end close process
• Prepare/review and troubleshoot any issues with bank and credit card reconciliations
• Prepare/review schedules for external auditor requests
• Prepare compiled GAAP and Income tax basis financial statements
• Train, mentor, and guide CAS staff and interns
• Lead the client on-boarding process

Required qualifications

• 3+ years of relevant experience, specifically external client-facing services
• Intermediate to Advanced skills with Excel (including pivot and VLOOKUP)
• Experience with various versions of QuickBooks Desktop and Online
• Excellent attention to detail with a high degree of accuracy
• Ability to prioritize effectively and meet tight monthly deadlines
• Strong judgment skills and ability to know when to escalate an issue to the partner or manager on a client account

Nice to have

• Licensed CPA or eligible to sit for the CPA exam
• Experience with business clients $1-$15+ million in revenue
• Knowledge of federal and state payroll tax requirements
• Industry knowledge for construction/contractors, real estate, and/or professional services
• Prior experience in training and technical review of staff work
• Motivated to be an advisor to a variety of business clients with varying skill levels
• Seeking opportunities to guide and foster team members towards their technical and career goals

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. Parsons Advisors is a Charlotte-based accounting and business consulting firm and a member firm of Current.