Senior Accountant

SIMON

CAS Senior Accountant delivering exceptional client service and executing CAS client engagements at Simon Lever. Support accounting needs and collaborate with client engagement teams in a hybrid environment.

Posted 7/14/2026full-timeLititz • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services, including bookkeeping, financial reporting, and advisory services, while maintaining strong client relationships. Proficient in accrual accounting and internal controls, with a focus on detail-oriented work and adaptability to new technologies.

Highest-signal resume keywords

Public Accounting ExperienceAccrual Accounting KnowledgeQuickBooks Online ExperienceClient Relationship ManagementFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingMonth-End CloseAccounts PayableAccounts ReceivableBank ReconciliationCredit Card ReconciliationJournal EntriesFinancial Advisory ServicesYear-End ReportingInternal Controls

Soft Skills

Problem-SolvingStrong CommunicationDetail-OrientedAdaptability

Tools & Technologies

QuickBooks OnlineERP Software

Certifications & Qualifications

Associate Degree in AccountingBachelor's Degree in Accounting

Industry Keywords

Financial ServicesClient ServiceAccounting

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Develop and maintain loyal customer relationships to understand their business to support well in CAS role
Provide financial services to clients such as bookkeeping, month-end close, financial reporting and advisory services to meet their financial needs in a timely manner
Provide accounting related client services independently, including accounts payable, accounts receivables, bank and credit card reconciliations, journal entries, monthly, quarterly, and year-end reporting
Assess information, problem-solve, and exhibit strong communication with clients and team members
Provide excellent client service to support general accounting and software questions and take on more complex accounting work
Perform self-review to ensure a consistent and accurate work product
Collaborate with our team and clients to support needed work
Escalate more complex financial needs to lead advisor and/or CAS Lead, as appropriate

Requirements

What you’ll need

3-5+ years of public and/or private accounting experience
Associate or Bachelor's degree in Accounting or related preferred, or equivalent experience
QuickBooks Online experience preferred; ERP software a plus
Strong working knowledge of accrual accounting and internal controls required
Must be detail-oriented and adaptable to learn new technology and AI software, as needed
Regular local travel based on client and/or firm needs
40-45+ hours/week average, with heavier hours needed during periods of high volume

Benefits

Comp & perks

Competitive pay
Excellent benefits
Flexible, hybrid working environment