Senior CAS Associate

About The Role

We are seeking an experienced and detail-oriented Senior CAS Associate to join our Client Accounting Services department on a full-time, salaried basis in our Tupelo office. As a key member of our team, you will play a crucial role in delivering high-quality accounting and advisory services to our clients, ensuring their financial and business needs are met with precision and efficiency. This position offers a unique opportunity to work collaboratively in a dynamic environment, leveraging your expertise to support a diverse client base and contribute to our organization’s success.

Senior CAS Associate - Key Responsibilities

• Manage and oversee daily, monthly and quarterly accounting operations for a portfolio of clients, ensuring compliance with financial regulations and internal policies.
• Prepare and review financial statements, including income statements, balance sheets, and cash flow statements.
• Collaborate with clients to understand their specific financial needs and provide tailored recommendations and solutions.
• Perform reconciliations and resolve discrepancies for bank accounts, credit cards, and other financial ledgers to ensure accuracy and reliability of records.
• Train, mentor, and support junior team members, providing technical guidance and fostering professional growth.
• Assist in budgeting, forecasting, and financial analysis to help clients achieve their business goals.
• Conduct periodic reviews and audits to assess the effectiveness of accounting procedures and internal controls.
• Coordinate and communicate effectively with external auditors, tax professionals, and other stakeholders as required.
• Stay updated on industry trends, accounting standards, and regulatory requirements to ensure best practices are implemented.

Senior CAS Associate - Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• CPA or relevant certification is preferred.
• A minimum of 3-5 years of experience in accounting, with a focus on client accounting services being a strong advantage.
• Proficiency in accounting software and tools, such as QuickBooks or similar platforms.
• Strong knowledge of GAAP principles and financial regulations.
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication skills, both written and verbal, in English.
• Proven ability to manage multiple clients and projects simultaneously while maintaining a high level of accuracy and attention to detail.
• Experience in training and supervising staff with a collaborative, team-oriented approach.
• High level of integrity and professionalism, ensuring confidentiality when handling sensitive client information.

What We Offer

Competitive Pay

• Final offer based on location, experience, skills, and licensure

Comprehensive Benefits

• Medical, Dental, Vision, Life, AD&D, and Disability Insurance
• HSA and FSA options
• 401(k) with employer match

Wellness & Time Off

• Yearly wellness bonus
• Flexible Time Off, Paid Holidays, and Fridays off in the Summer

Learning & Development

• Access to our LCVista/Spiirall learning management platform
• Support for credentialing and licensure exams
• Personalized development resources and longevity awards

All job offers are contingent upon the completion of a satisfactory background check.

ATA values diversity and is committed to equal opportunity in the workplace. Applicants who require a reasonable accommodation to complete the application or interview process should contact Human Resources by emailing [email protected].