What are the responsibilities and job description for the Senior/Supervisor Accountant — Client Accounting Services (CAS) position at saxllp?
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!
We’re seeking an experienced Senior/Supervisor Accountant to join our growing Client Accounting Services (CAS) team. This role is based in our NYC office and follows a hybrid work schedule.
Position Summary:
The CAS Senior/Supervisor 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.
Key Responsibilities:
- Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules
- Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360)
- Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding
- Prepare and deliver monthly financial statements and management reporting packages
- Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support
- Oversee sales tax compliance and reconciliations across applicable states
- Review work prepared by staff accountants and provide coaching and feedback
- Serve as primary client contact for accounting questions, document requests, and close timelines
- Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules
- Identify and recommend process improvements and automation opportunities within the client’s accounting stack
Qualifications:
Required:
- Bachelor’s degree in Accounting or related field
- 3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment
- Strong working knowledge of GAAP and full-cycle accounting
- Proficiency in QuickBooks Online and/or QuickBooks Desktop
- Experience managing multiple client engagements and deadlines simultaneously
- Strong communication skills for direct client interaction
Preferred:
- CPA license or active candidate
- Experience with cloud accounting tools (Bill.com, Ramp, Expensify, Avalara)
- Experience with practice management platforms (Double, Karbon, or similar)
- Exposure to multiple industries and entity types (S-corp, partnership, LLC)
Core Competencies:
- Technical accuracy and attention to detail
- Ownership mindset and ability to work independently
- Client service orientation
- Time management across a multi-client workload
- Mentorship and review skills
- Comfort with technology and process automation
Comprehensive Benefits Package Includes:
- Top Tier Health, Dental, & Vision Plans
- Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
- Medical and Dependent Care
- Life and Voluntary Life Insurance
- Short and Long -Term Disability Insurance
- 401k plan with matching contribution
- Defined Contribution Plan (profit sharing)
- Customized Work Arrangements
- Floating Holidays and Volunteer PTO
- Unlimited PTO for Managers and Above
- Referral Bonus Program
- Tuition Reimbursement for Advanced Degree
- Healthy Living Reimbursement Program
- Health & Wellness App Subscription
- CPA & EA reimbursement for study materials and exam
- AICPA and CPA State Society membership reimbursement for Managers and above
- OnDemand access to industry leading CPE courses
- Summer Fridays at 1pm
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.