CAS Senior - Team Lead jobs in United States
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UHY-US · 2 months ago

CAS Senior - Team Lead

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. As a CAS Senior, Team Lead, you will oversee and manage a team of accountants, ensuring the accurate and timely completion of client engagements while maintaining strong client relationships and improving accounting processes.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Oversee the accurate and timely completion of client accounting tasks, such as bookkeeping, account reconciliations, and financial statement preparation
Review and analyze financial data to ensure accuracy, compliance with accounting standards, and client-specific requirements
Monitor client accounts, identifying any issues or discrepancies and taking appropriate actions to resolve them
Assist in budgeting and forecasting activities, collaborating with clients and internal stakeholders
Identify trends, variances, and areas of improvement, providing insights and recommendations to clients and management
Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
Maintain strong client relationships, addressing inquiries, providing guidance, and ensuring client satisfaction
Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
Lead and supervise a team of accountants, providing guidance, coaching, and support
Assign and prioritize tasks, ensuring the efficient allocation of resources and meeting client deadlines
Provide constructive feedback, and identify training and development needs
Foster a collaborative and positive team environment, promoting effective communication and teamwork
Continuously evaluate and improve accounting processes, identifying opportunities for increased efficiency and effectiveness
Implement best practices and streamline workflows to optimize productivity and quality of deliverables
Stay updated with accounting regulations and industry trends, implementing changes as necessary
Ensure compliance with accounting principles, regulations, and client-specific requirements
Support internal and external audits, providing requested documentation and addressing audit findings
Develop and maintain strong internal controls to safeguard client assets and ensure data integrity

Qualification

Accounting principlesClient relationship managementTeam managementAccounting softwareBudgetingForecastingAnalytical skillsCommunication skillsProblem-solving skillsCollaboration skills

Required

Prior and current general accounting experience in public accounting, corporate or private business
High school diploma or GED
Thorough understanding of intermediate accounting principals
Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred

Bachelor's degree in accounting or equivalent experience
CPA license or relevant certification
Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Benefits

Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances

Company

UHY-US

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UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

H1B Sponsorship

UHY-US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
$19.67M
Key Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M

Leadership Team

S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
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Company data provided by crunchbase