Senior Client Accounting Services (CAS) Associate

Join an established regional CPA firm in Dallas, TX where you will act as a true financial partner to a diverse portfolio of clients - not just a preparer. If you thrive on advisory work, cloud technology, and owning the full accounting cycle across multiple industries, this role was built for you.What you will doServe as the day-to-day financial partner for a portfolio of clients, managing full-cycle accounting including general ledger maintenance, month-end close, and financial statement preparation.Deliver actionable insights to client leadership through variance analysis, trend reporting, and strategic recommendations tailored to each industry.Oversee payroll processing, sales tax filings, and accounts payable/receivable functions across multiple client entities.Collaborate with clients to build budgets, cash flow forecasts, and custom KPIs that drive real business decisions.Evaluate, implement, and optimize cloud-accounting technology stacks (QuickBooks Online, Sage Intacct, Bill.com, and similar tools) to streamline client workflows.Review and mentor junior staff, providing constructive feedback that raises the quality and accuracy of deliverables.Identify opportunities to expand the scope of services where clients have unmet financial needs.What you needBachelor's degree in Accounting, Finance, or a related field.3+ years of progressive accounting experience in a public accounting or client accounting services (CAS) environment.Advanced proficiency in QuickBooks Online and Microsoft Excel.Demonstrated ability to manage multiple client deadlines simultaneously with strong written and verbal communication skills.Nice to haveCPA license or active progress toward CPA exam completion.Experience with Sage Intacct, Bill.com, or other cloud-based accounting platforms.Familiarity with multi-entity and multi-industry client portfolios.Prior experience reviewing or supervising junior accounting staff.Pay and benefitsBase salary: $75,000 - $95,000, depending on experience.Comprehensive health, dental, and vision insurance.401(k) with employer match up to 4%.Generous PTO policy providing 3 weeks of paid time off plus paid holidays.CPA exam fee reimbursement and study support packages.Clear pathways for advancement within the firm.Location and scheduleDallas, TX - Hybrid2 days per week in office, 3 days remote. Remote days are flexible.Full-time, standard business hours.About and how to applyWe are a 50-person regional CPA firm serving privately held businesses across North Texas, with a reputation for deep client relationships and a collaborative team culture. We are an equal opportunity employer and welcome candidates from all backgrounds.To apply, submit your resume and a brief note on the types of clients or industries you have supported most. Qualified candidates will be contacted within five business days.BenefitsVacation/PTOMedicalDentalVision401kBonusRelocationTelecommute