Client Accounting Services; CAS) Senior Associate

Our CAS team acts as an outsourced finance and accounting department tailored to mid-market companies, closely held businesses, and entrepreneurs within our Texas communities.

The CAS Senior is responsible for delivering high-quality accounting and advisory client services work, ensuring work is completed accurately, timely, and in accordance with firm standards and professional guidelines. This role requires prior public accounting experience and strong skills using

Quick

Books(QB) forclientbookkeepingandreportingsupport.

• Perform and review accounting engagements for a range of client industries (e.g.,compilations,reviews,andrelatedaccountingsupport).
• Prepare,maintain,andanalyzegeneralledgeractivityandfinancialstatementcomponents.
• Lead client data gathering, transaction coding, and reconciliation workflows using
  
  Quick
  
  Books.
• Support month-end and year-end close processes, including reconciliations(bank,credit cards,A/R,A/P,andotherkeyaccounts).
• Workwithclientstoensureaccurateandtimelyfinancialrecordsanddocumentation.
• Coordinatewithmanagersonengagementplanning,scope,timelines,and deliverables.
• Identify issues,propose solutions,andresolveclientquestions.
• Maintainengagementworkpapersanddocumentationinaccordancewithfirmpolicies.
• Assistwithonboardingandtrainingjuniorstaffasneeded.
• Support additional firm needs such as special projects, internal process improvements,andqualityreviews.

• Priorpublicaccountingexperiencerequired.
• Proficiency with Quick Books (QB) (including setup, data cleanup, categorization, and reporting).
• Solidunderstandingofaccountingfundamentalsandfinancialstatementpreparation.
• Strong reconciliation and documentation skills; ability to trace transactions and ensure completeness.
• Excellentcommunicationskillswithclientsandteammembers.
• Strongorganizationalskillsandabilitytomanagemultipleengagementsunderdeadlines.
• Proficiency with Microsoft Excel (required) and comfort working with accounting/reporting tools.
• Ability to work onsite/in-office in Houston.

• Experiencewithcomplexreview.
• Exposuretoindustry-specific accounting(construction,professional services,etc.).
• CPA-trackorrelevantaccountingcredentials.
• ExperienceusingCCHorsimilartools.
• Priorexperiencementoringorreviewinglower-levelstaffwork.

• Engage directly with business owners and executive teams, making a measurable impact on their success.
• Be part of a growing CAS practice within a forward-thinking public accounting firm.
• Collaborative and flexible work environment with opportunities for professional development and advancement.
• Competitive compensation, benefits, and hybrid work options.