Senior Associate— Client Accounting Services (CAS)

<div class="content-intro"><p>At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!</p></div><p>We’re seeking an experienced<strong> Senior Associate </strong>to join our growing Client Accounting Services (CAS) team. This role is based in our Morganville, NJ office and follows a hybrid work schedule.</p> <p><strong>Position Summary:</strong></p> <p>The CAS Senior Accountant owns the monthly close and ongoing accounting operations for a portfolio of closely-held business clients. This role blends hands-on bookkeeping, journal entry review, financial reporting, and client-facing advisory. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters.</p> <p>&nbsp;</p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules</li> <li>Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360)</li> <li>Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding</li> <li>Prepare and deliver monthly financial statements and management reporting packages</li> <li>Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support</li> <li>Oversee sales tax compliance and reconciliations across applicable states</li> <li>Review work prepared by staff accountants and provide coaching and feedback</li> <li>Serve as primary client contact for accounting questions, document requests, and close timelines</li> <li>Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules</li> <li>Identify and recommend process improvements and automation opportunities within the client’s accounting stack</li> </ul> <p>&nbsp;</p> <p><strong>Qualifications:</strong></p> <p><em>Required:</em></p> <ul> <li>Bachelor’s degree in Accounting or related field</li> <li>3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment</li> <li>Strong working knowledge of GAAP and full-cycle accounting</li> <li>Proficiency in QuickBooks Online and/or QuickBooks Desktop</li> <li>Experience managing multiple client engagements and deadlines simultaneously</li> <li>Strong communication skills for direct client interaction</li> </ul> <p><em>Preferred:</em></p> <ul> <li>CPA license or active candidate</li> <li>Experience with cloud accounting tools (<a href="http://bill.com/">Bill.com</a>, Ramp, Expensify, Avalara)</li> <li>Experience with practice management platforms (Double, Karbon, or similar)</li> <li>Exposure to multiple industries and entity types (S-corp, partnership, LLC)</li> </ul> <p>&nbsp;</p> <p><strong>Core Competencies:</strong></p> <ul> <li>Technical accuracy and attention to detail</li> <li>Ownership mindset and ability to work independently</li> <li>Client service orientation</li> <li>Time management across a multi-client workload</li> <li>Mentorship and review skills</li> <li>Comfort with technology and process automation</li> </ul> <p>&nbsp;</p> <p><strong>Comprehensive Benefits Package Includes:</strong></p> <ul class="b0003418 _277cc445"> <li>Top Tier Health, Dental, &amp; Vision Plans</li> <li>Flexible Spending Account (FSA) and Health Savings Accounts (HSA)</li> <li>Medical and Dependent Care</li> <li>Life and Voluntary Life Insurance</li> <li>Short and Long -Term Disability Insurance</li> <li>401k plan with matching contribution</li> <li>Defined Contribution Plan (profit sharing)</li> <li>Customized Work Arrangements</li> <li>Floating Holidays and Volunteer PTO</li> <li>Unlimited PTO for Managers and Above</li> <li>Referral Bonus Program</li> <li>Tuition Reimbursement for Advanced Degree</li> <li>Healthy Living Reimbursement Program</li> <li>Health &amp; Wellness App Subscription</li> <li>CPA &amp; EA reimbursement for study materials and exam</li> <li>AICPA and CPA State Society membership reimbursement for Managers and above</li> <li>OnDemand access to industry leading CPE courses</li> <li>Summer Fridays at 1pm</li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong>SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.</strong></p> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="title">New Jersey Pay Range</div><div class="pay-range"><span>$90,000</span><span class="divider">&mdash;</span><span>$95,000 USD</span></div></div></div>