CAS Advisor

Evans May Advisory was built to be different from the traditional accounting firm model.

We are a task-based firm, not an hours-based firm. We focus on outcomes, relationships, and meaningful advisory work instead of tracking every minute of the day.

Our team works closely with business owners, families, and organizations to help them make informed financial decisions, solve problems, and plan for the future. We believe accounting and tax professionals should do more than prepare returns — they should become an extension of the client’s team and a resource clients rely on throughout the year.

As we continue to grow, we are expanding our team in our new Carmel, Indiana office, a collaborative space designed to support connection, flexibility, and growth.

As a CAS Staff Accountant, you will serve as a trusted accounting advisor to a portfolio of clients by managing the full accounting cycle, ensuring accurate financial reporting, maintaining compliance, and providing meaningful financial insights to help clients make informed business decisions.

Core Responsibilities:

• Manage the full-cycle accounting process for multiple clients from daily transaction processing through month-end and year-end close.
• Prepare monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Reconcile sales activity, inventory, payroll, prepaid expenses, accrued liabilities, and other general ledger accounts.
• Record and reconcile fixed asset activity, including depreciation and amortization entries.
• Prepare and post recurring journal entries, accruals, and adjusting entries.
• Perform payroll reconciliations and record payroll-related accruals.
• Complete monthly financial close procedures and prepare accurate financial statements.
• Perform high-level reviews of associates’ work, identify discrepancies, and provide coaching and guidance as needed.
• Analyze financial results and investigate unusual variances.
• Prepare cash flow analyses and communicate financial performance and recommendations to clients during month-end review meetings.
• Prepare and file sales tax returns and ensure compliance with applicable filing requirements.
• Prepare annual 1099 filings.
• Complete year-end closing procedures and prepare an accurate Trial Balance for the firm's tax department.
• Maintain organized accounting records and supporting documentation in accordance with firm standards.
• Communicate professionally with clients regarding accounting questions, financial results, and process improvements.
• Recommend and implement best practices to improve clients' accounting processes, internal controls, and operational efficiency.
• Collaborate with the firm’s teams to deliver exceptional client service.

• Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent professional experience).
• 4+ years of experience performing full-cycle accounting, including month-end and year-end close responsibilities.
• Advanced proficiency in Quick Books Online is required, including journal entries, account reconciliations, financial reporting, and troubleshooting accounting issues.
• Experience with Gusto, ADP, , Track
  1099, or other cloud-based accounting applications is a plus.
• Strong understanding of Generally Accepted Accounting Principles (GAAP).
• Experience preparing and reviewing:
• Bank, credit card, and loan reconciliations
• Payroll reconciliations and payroll accruals
• Prepaid expense and accrued liability schedules
• Fixed asset reconciliations, depreciation, and amortization
• Sales tax filings and year-end 1099 preparation
• Experience preparing accurate financial statements and Trial Balances for tax preparation.
• Ability to analyze financial data, identify discrepancies, and resolve accounting issues independently.
• Excellent organizational skills with exceptional attention to detail and accuracy.
• Strong written and verbal communication skills with the ability to explain accounting concepts to clients in a clear, professional manner.
• Highly self-motivated with excellent time management and the ability to manage multiple clients and deadlines simultaneously.
• Demonstrated ability to work independently while collaborating…