CAS Senior

As a CAS Senior, you will play a key role overseeing client accounting operations and providing advanced financial support to clients. You will manage client accounts, ensuring the accuracy and integrity of financial records while applying accounting principles, leadership skills, and client relationship management to drive our client accounting services.

Client Accounting Support

• Oversee day‑to‑day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting.
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments.
• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team.
• Coordinate and lead month‑end and year‑end close processes for client accounts.
• Prepare and review financial statements, including balance sheets, income statements, and cash‑flow statements, ensuring accuracy and compliance with accounting standards.
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders.
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management.

Client Communication and Support

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism.
• Address client inquiries, resolve issues, and provide proactive financial guidance and support.
• Understand clients’ business objectives and challenges and offer strategic financial advice and recommendations.

Process Improvement and Compliance

• Identify opportunities for process improvement, automation, and efficiency within the client accounting function.
• Ensure compliance with accounting principles, regulations, and client‑specific requirements.
• Support internal and external audits by providing requested documentation and addressing audit findings.

Supervisory Responsibilities

• None.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen.
• Must be able to lift up to 15 pounds at a time.

Travel Required

• Travel may be frequent and unpredictable, depending on client needs.

Required

Education and Experience

• Prior and current bookkeeping/accounting experience in public accounting, corporate, or private business.
• High School Diploma, GED, or equivalent certificate.
• Thorough understanding of intermediate accounting principles.
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint.

Preferred

Education and Experience

• Bachelor’s degree in accounting or equivalent experience required.
• CPA license or relevant certification.
• Experience with Sage Intacct, , Quick Books Online, Quick Books Desktop, Xero, Net Suite.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Who We Are

UHY is one of the nation’s largest professional services firms, providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We bring our experience from numerous industries to give clients a 360‑degree view of their businesses and develop flexible, innovative solutions to meet their challenges.

What We Offer Positive Work Environment

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Comprehensive Benefit Package

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Additional Information

• Seniority Level: Mid‑Senior level
• Employment Type:
  
  Full‑time
• Job Function:
  Information Technology, Industries:
  Accounting

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