Senior CAS Advisor

Senior CAS Advisor Maple Shade, NJ Full Time Mid–Senior Level About the Role We are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor  to join our growing public accounting firm.

This unique role blends controller-level advisory  (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities  (oversight of reconciliations, reporting packages, and system / process improvements).

The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables.

As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.

Key Responsibilities   Advisory & Controllership Develop client budgets, forecasts, and KPI dashboards Lead monthly / quarterly financial review meetings with clients Provide data-driven insights and recommendations to business owners / executives Mentor CAS team members on financial analysis and reporting best practices Oversight & Hands-On Support Review reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow) Troubleshoot accounting system issues and ensure clean, accurate client books Step in on transactional tasks (AP / AR, payroll entries, catch-up work) when necessary to maintain client service standards Oversee deliverables from AI / outsourced teams, ensuring accuracy and efficiency Client & Process Management Act as a trusted advisor and point-of-contact for assigned clients Conduct onboarding for new CAS clients, ensuring smooth transitions Identify opportunities for process automation and workflow improvements Collaborate with internal team members across service lines to deliver comprehensive solutions Qualifications   5–7+ years of progressive experience in public accounting, controllership, or client services (CAS / outsourced accounting strongly preferred) Strong proficiency in accounting platforms (QuickBooks Online required; Xero / Sage / other experience a plus) Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to management Solid knowledge of GAAP and financial reporting standards Bachelor’s degree in Accounting, Finance, or related field (CPA or advanced certification a plus) QBO Advanced Certification preferred Excellent analytical, problem-solving, and critical thinking skills Strong client-facing communication and interpersonal skills Comfortable managing multiple client accounts and shifting priorities in a fast-growing department Additional Requirements :

• Valid driver’s license and reliable transportation for local client visits Flexibility to occasionally work extended hours during peak periods Commitment to maintaining client confidentiality and professional ethics Schedule can be hybrid, but candidate must be local to conduct client site visits ✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work , with the career runway to grow into a future CAS Controller or Manager.

Benefits :

Fridays off in the summer from Memorial Day to Labor Day   Generous PTO days and paid holidays Casual attire and atmosphere Employee Assistance Program We feed you (even if you aren’t hungry) Company Values and Culture :

We live by our values…interested in finding out what they are?  Apply now!