CLIENT ACCOUNTING SERVICES SENIOR

Description:

We're seeking a dedicated and proactive Client Accounting Services (CAS) Specialist to join the CAS Department at our firm. This role involves providing outsourced accounting support to a diverse portfolio of clients, delivering high-quality financial services, ensuring compliance, and contributing to process standardization and efficiency.

The position offers flexibility: you can work in-office at our locations in Dunn, NC or Fayetteville, NC, opt for a hybrid arrangement, or work fully remote — whichever best supports your productivity and work-life balance.

About the Role

As a key member of the CAS team, you'll manage outsourced accounting projects from start to finish. This includes monitoring deadlines in Workstream, preparing financial statements, handling reconciliations and adjustments, and ensuring timely, accurate deliverables. You'll serve as a trusted partner to clients while collaborating closely with internal team members to drive service excellence, productivity, and firm growth.

Key Responsibilities

Client Service Excellence

• Understand and adhere to client deadlines; monitor project due dates in Workstream and coordinate timely delivery of all Outsourced Accounting Projects.
• Scope engagements, manage client expectations, ensure high satisfaction levels, and communicate proactively upward within the firm.
• Conduct thorough self-reviews of work and make necessary corrections before submission to reviewers.
• Take full ownership of assignments, ensuring superior service quality, thoroughness, and accuracy.
• Develop and propose solutions when communicating issues to clients or team members.
• Learn from feedback and mistakes to refine approaches and improve performance.
• Maintain a consistently professional demeanor.
• Clearly articulate requests and questions to clients, take detailed notes, and minimize repeat inquiries.
• Keep highly organized records, including open items lists, PBC (Prepared By Client) requests, client files, and workpapers.

People Management & Relationships

• Direct internal questions and issues to the appropriate team members or levels.
• Build strong, effective working relationships with colleagues.
• Proactively update relevant team members on work status and contribute meaningfully in weekly team meetings.
• Act as an enthusiastic team player, adapting to diverse personalities and working styles.
• Take ownership of your personal career development and seek mentorship/advisors within the firm to achieve your professional goals.

Productivity & Business Growth

• Deliver quality work products on time, within scope, and on budget.
• Standardize CAS procedures and promote firm-wide compliance.
• Develop a solid understanding of the firm's full range of service capabilities and offerings.
• Achieve established productivity and realization goals.
• Escalate client concerns or problems to the appropriate team members and provide thoughtful input on responses.

Expertise & Technical Skills

• Effectively manage workflows to ensure on-time project delivery.
• Proficiently use all firm software, tools, and platforms (including Workstream).
• Analyze client data and prepare accurate financial statements.
• Apply knowledge gained from prior engagements to new clients, continuously building expertise.
• Identify and implement efficiencies in client processes.
• Organize, analyze, and interpret facts, information, and research tailored to each client's unique circumstances.
• Identify technical issues, develop alternative solutions, and understand payroll tax and accounting regulations as they apply to specific engagements.
• Recognize the boundaries of your knowledge; ask thoughtful questions and seek guidance to resolve uncertainties.

This is an excellent opportunity to grow within a supportive CAS department that values innovation, collaboration, and client impact. If you're organized, detail-oriented, and excited about delivering outsourced accounting excellence in a flexible environment, we encourage you to apply! Join us in Dunn, Fayetteville, or remotely — help our clients succeed while advancing your career.

Requirements:

Qualifications & Attributes to Thrive & Advance

• Bachelor's Degree in Accounting
• At least three (3) years experience in public accounting
• Strong team player with a positive attitude and genuine eagerness to learn.
• Initiative to tackle new challenges beyond your current comfort zone and effectively apply what you've learned.
• Ownership of your career goals and proactive pursuit of internal advisors/mentors.
• Excellent problem-solving skills paired with clear, insightful, and timely communication.
• Ability to work independently while consistently producing high-quality results.
• Commitment to professional excellence, continuous improvement, and client-focused service.