Client Accounting Services Senior

Job Description

Job Description

Client Accounting Services Senior

Location: Dallas, Texas (Hybrid / On-site)
Firm Size: Mid-Sized CPA Firm (100-250 employees)
Department: Client Accounting Advisory Services (CAAS / CAS)

 

 

Position Summary

We are seeking an experienced CAS Senior Associate to manage financial accounting and advisory services for a diverse portfolio of mid-market corporate clients. This role bridges the gap between transactional accounting and strategic financial consulting.

 

 

Key Responsibilities

• Financial Reporting: Prepare and review monthly, quarterly, and annual financial statements.
• Client Advisory: Analyze financial data to deliver actionable insights on cash flow and profitability.
• Technology Management: Implement and optimize cloud accounting ecosystems like QuickBooks Online and Xero.
• Full-Cycle Accounting: Oversee complex bank reconciliations, payroll processing, and sales tax filings.
• Team Supervision: Guide, train, and review the work of junior CAS staff accountants.
• Onboarding: Lead the transition of new clients into the firm's accounting platform infrastructure.

 

 

Candidate Qualifications

• Education: Bachelor's degree in Accounting, Finance, or a related field required.
• Experience: 3+ years of public accounting or multi-entity corporate accounting experience.
• Tech Stack: Advanced proficiency in QBO, Xero, Bill.com, and Excel is mandatory.
• Credentials: CPA license or progress toward a CPA/EA certification is highly preferred.
• Communication: Strong verbal and written skills to explain financial data to non-financial clients.

 

 

Target Compensation & Benefits

• Base Salary: $85,000 - $105,000 (Commensurate with experience)
• Bonus: Performance-based annual bonus and CPA exam reimbursement.
• Benefits: 401(k) matching, comprehensive health insurance, and generous PTO.
• Perks: Hybrid work flexibility, defined paths to manager roles, and local Dallas networking events.

Benefits

Vacation/PTO

 

Medical

 

Dental

 

Vision

 

401k

 

Bonus

 

Relocation

 

Telecommute

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.