CAS Accountant (Client Accounting Services)

Location: Greenville, SC (On-Site)

Reports To: CAS Manager

About the firm

We’re a growing advisory firm that helps local businesses navigate financial and tax complexity with confidence. We treat accounting as a relationship business, not just data entry. Our team uses a modern cloud stack so we can spend more time on trusted client partnerships and practical advice.

Role overview

We’re hiring a communicative, relationship-driven CAS Accountant for our Greenville, SC office. This is a client-facing role: you’ll work directly with business owners and entrepreneurs as their go-to for day-to-day accounting, payroll, and bookkeeping. You’ll partner with the CAS Manager to deliver a white-glove, tech-forward experience.

Key responsibilities

• Serve as primary contact for a dedicated client roster, with regular check-ins and clear communication
• Run day-to-day QuickBooks Online workflows (bank feeds, categorizations, reconciliations, GL maintenance)
• Process and manage client payroll cycles
• Calculate, prepare, and file sales tax returns
• Support monthly and quarterly closes so books are ready for statements and advisory review
• Track recurring deliverables and client work in a practice management platform (Karbon)
• Meet a firm-wide 24-hour response standard; cameras on for virtual client meetings

Qualifications

• 2–3 years in general bookkeeping, payroll, and sales tax compliance
• Active CPA or EA, or actively pursuing either; bachelor’s in Accounting or Finance preferred
• Strong interpersonal skills and comfort as the direct client contact
• Solid QuickBooks Online experience; familiarity with Karbon, Excel, and modern accounting apps preferred
• High attention to detail and clean, compliant books

Compensation, benefits & schedule

• Compressed 4-day workweek outside busy season (May 16–Dec 31), with 30+ three-day weekends a year (Mon or Fri off in Greenville; standard 5-day week Jan 1–May 15)
• 401(k) with 100% match on the first 3% and 50% on the next 2%
• Full reimbursement for primary license renewals, relevant software certs (e.g. QBO ProAdvisor), and CPE support after 6 months
• Modern Greenville office, dual-screen setup provided, and clear growth path within CAS