Senior CAS Associate
Tupelo, MS - USA
Job Summary
About The Role
We are looking for a seasoned and proactive Senior CAS Associate to join our growing Client Accounting Services (CAS) team in our Tupelo office. This is a full-time salaried 100% in-office role designed for an accounting professional who enjoys being hands-on engaging in client interaction and leading others.
In this role you will serve as a trusted accounting partner to a diverse portfolio of clients delivering accurate financial statements providing practical insights and helping businesses operate more confidently. You will also play a key leadership role by reviewing the work of team members and supporting their development all while maintaining strong professional relationships with clients.
If you thrive in a collaborative office environment enjoy balancing detailed accounting work with client-facing responsibilities and take pride in mentoring others we would love to meet you.
What You Will Do
As a Senior CAS Associate you will:
- Manage monthly and quarterly close processes for assigned clients ensuring financial information isaccurate complete and delivered on schedule.
- Prepare and review financial statements including balance sheets income statements and cash flow statements for client review and discussion.
- Perform complex account reconciliations including bank credit card and payroll accounts and investigate and resolve discrepanciesin a timely manner.
- Support client onboarding activities byassistingwith the setup of new accounting systems chart of accounts and the transition of historical financial data.
- Serve as a knowledgeable point of contact for clients answering accounting questions and supporting ongoing client relationships witha high levelof professionalism and responsiveness.
- Utilize advanced accounting tools and technology including QuickBooks and Microsoft Excel to support efficient workflowsaccuratereporting and client deliverables.
What We Are Looking For
The ideal candidate brings both technical strength and interpersonal confidence:
- Advancedproficiencyin QuickBooks and Microsoft Excel.
- Bachelors degree in Accounting.
- 35 years of public accounting experience.
- Prior experience in Client Accounting Services (CAS) or outsourced accounting environments.
Work Environment & Expectations
- Full-time salaried position
- In-office role (MondayFriday) this is not a remote or hybrid position
- Oversight and review of other team members work is required
- Strong interpersonal skills and client communication are essential for success
What We Offer
Competitive Pay
- Salary range: $65000 $75000 annually.
- Final offer based on 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 .
Required Experience:
Senior IC
Key Skills
About Company
About ATA ATA provides a wide array of accounting, auditing, tax, and advisory services for clients ranging from small family-owned businesses to international corporations. Headquartered in Jackson, Tennessee, since 1940, ATA has over 250 employees across 14 locations throughout the ... View more