Position CAS Senior
Position CAS Senior

Position: CAS Senior     ID: CAS02

Number of Openings 


Description 

CAS Senior

$70k-$95k plus average 10-15% bonuses

Hybrid remote/in-office options available

 

Parsons CPA is a growing Charlotte-based firm looking for service-oriented, personable, growth-focused team players to service our privately held, small to mid-size business clients. Client contact is encouraged at all levels. You will work in both hands-on and formal training sessions to broaden your technical and professional skills. There is room for advancement in the firm and options to specialize or broaden your skillset.


Responsibilities

Responsibilities will include:

·         Client Accounting Services (“CAS”), which encompasses 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, including developing financial reports, chart of accounts, and initial revisions.

·         Analyze financial results and make recommendations to client management.

·         Reconcile, review and post monthly payroll entries.

·         Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.

·         Prepare/review business personal property tax returns.

·         Prepare income tax returns for small businesses and their owners.

·         Work as a team with the client manager to coordinate multiple service deliverables and setting timelines for the accounting, attest, and tax compliance as a holistic service provider.


Requirements

Requirements:

·         6+ 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.

 

Preferred:

·         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.


  Seniors

   Charlotte, NC, United States, 28203

  2021-08-30

  Open