Senior CAS Associate

About ATA

ATA provides a wide array of accounting, auditing, tax, and advisory services for clients ranging from small family-owned businesses to large corporations. Headquartered in Jackson, Tennessee, since 1940, ATA has over 300 employees across 18 locations throughout the Southeast.

For more info about ATA, click here.

About The Role

We are seeking an experienced and detail-oriented Senior CAS Associate to join our Client Accounting Services department on a full-time, salaried basis in our Tupelo office. As a key member of our team, you will play a crucial role in delivering high-quality accounting and advisory services to our clients, ensuring their financial and business needs are met with precision and efficiency. This position offers a unique opportunity to work collaboratively in a dynamic environment, leveraging your expertise to support a diverse client base and contribute to our organization’s success.

Senior CAS Associate - Key Responsibilities

• Manage and oversee daily, monthly and quarterly accounting operations for a portfolio of clients, ensuring compliance with financial regulations and internal policies.
• Prepare and review financial statements, including income statements, balance sheets, and cash flow statements.
• Collaborate with clients to understand their specific financial needs and provide tailored recommendations and solutions.
• Perform reconciliations and resolve discrepancies for bank accounts, credit cards, and other financial ledgers to ensure accuracy and reliability of records.
• Train, mentor, and support junior team members, providing technical guidance and fostering professional growth.
• Assist in budgeting, forecasting, and financial analysis to help clients achieve their business goals.
• Conduct periodic reviews and audits to assess the effectiveness of accounting procedures and internal controls.
• Coordinate and communicate effectively with external auditors, tax professionals, and other stakeholders as required.
• Stay updated on industry trends, accounting standards, and regulatory requirements to ensure best practices are implemented.

Senior CAS Associate - Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• CPA or relevant certification is preferred.
• A minimum of 3-5 years of experience in accounting, with a focus on client accounting services being a strong advantage.
• Proficiency in accounting software and tools, such as QuickBooks or similar platforms.
• Strong knowledge of GAAP principles and financial regulations.
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication skills, both written and verbal, in English.
• Proven ability to manage multiple clients and projects simultaneously while maintaining a high level of accuracy and attention to detail.
• Experience in training and supervising staff with a collaborative, team-oriented approach.
• High level of integrity and professionalism, ensuring confidentiality when handling sensitive client information.

What We Offer

Competitive Pay

• Final offer based on location, experience, skills, and licensure

Comprehensive Benefits

• Medical, Dental, Vision, Life, AD&D, and Disability Insurance
• HSA and FSA options
• 401(k) with employer match

Wellness & Time Off

• Yearly wellness bonus
• Flexible Time Off, Paid Holidays, and Fridays off in the Summer

Learning & Development

• Access to our LCVista/Spiirall learning management platform
• Support for credentialing and licensure exams
• Personalized development resources and longevity awards

All job offers are contingent upon the completion of a satisfactory background check.

ATA values diversity and is committed to equal opportunity in the workplace. Applicants who require a reasonable accommodation to complete the application or interview process should contact Human Resources by emailing humanresources@ata.net.