Cretepa

Cretepa

CAS Senior

Charlotte, NC · Senior

Sponsorship not specified$70k-$95kDetected 23 days ago
Financial AnalysisAccountingExcelQuickBooksTaxLeadershipCollaborationGAAPFinancial Reporting

About the role

  • ABOUT THE COMPANY At Current, everything starts with people.
  • Join a growing Charlotte-based CPA firm as a Client Advisory Services (CAS) Senior, where you'll serve as a trusted advisor to privately held small- and mid-sized businesses.
  • This position offers a competitive salary range of $70,000.00-$95,000.00 annually, commensurate with experience and qualifications.

Responsibilities

  • Lead the client on-boarding process, including developing financial reports, chart of accounts, and initial revisions.
  • Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world.
  • Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
  • Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.
  • In this role, you'll provide outsourced accounting and controllership services, oversee month-end close and financial reporting, mentor junior staff, and partner directly with clients to deliver strategic accounting solutions.

Requirements

  • 3+ years of relevant experience, specifically external client-facing services.
  • Experience with various versions of QuickBooks Desktop and Online.
  • Excellent attention to detail with a high degree of accuracy.
  • Ability to prioritize effectively and meet tight monthly deadlines.
  • Experience with business clients $1-$15+ million in revenue.
  • Knowledge of federal and state payroll tax requirements.
  • Prior experience in training and technical review of staff work.

Compensation

  • The total rewards package at Current includes base salary and benefits.
  • Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry.
  • New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • This position offers a competitive salary range of $70,000.00-$95,000.00 annually, commensurate with experience and qualifications.
  • Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.

Benefits

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  • more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
  • We provide a robust benefits package, including:

Company info

  • At Current, everything starts with people.
  • We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike.
  • That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
  • Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States.
  • We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work.
  • Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession.
  • If you enjoy building relationships, solving complex accounting challenges, and helping businesses grow, this is an excellent opportunity to make a meaningful impact while advancing your career in a collaborative public accounting environment.

Equal opportunity

  • We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
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