CAS Accountant (Client Accounting Services)

CAS Accountant (Client Accounting Services) Location: Greenville, SC (On-Site) Compensation: Starting at $50,000 Reports To: CAS Manager About Green Shade Advisors At Green Shade Advisors, our driving mission is guiding growing businesses through financial and tax complexity toward confidence. We believe accounting is fundamentally built on genuine relationships and proactive collaboration, not merely routine data transfer.

We leverage a modern cloud ecosystem to streamline back-office workflows, allowing our team to focus their energy on cultivating trusted client partnerships and delivering actionable intelligence to the businesses in our community. Role Overview We are seeking a highly communicative and relationship-driven CAS Accountant based on site in our Greenville, SC office.

This is primarily a client-facing role—you will not just be crunching numbers behind the scenes. You will build direct relationships and maintain regular contact with local business owners and entrepreneurs, becoming their trusted point of contact for day-to-day accounting, payroll, and general bookkeeping needs.

You will partner directly with the CAS Manager to ensure clients receive a white-glove, tech-forward financial experience.

Key Responsibilities

Direct Client Relationships: Serve as the primary, client-facing contact for a dedicated roster of business clients, building trust through regular communication and check-ins.

General Bookkeeping & QBO Management

Handle day-to-day QuickBooks Online (QBO) workflows, executing bank feed categorizations, reconciliations, and general ledger maintenance.

Payroll Administration

Accurately process and manage regular payroll cycles for various client entities.

Sales Tax Compliance

Calculate, prepare, and file timely and accurate sales tax returns.

Month-End Close

Assist with full-cycle monthly and quarterly closes, ensuring clean data is ready for financial statement generation and advisory review.

Practice Workflow Tracking

Organize daily tasks, recurring client deliverables, and secure communications through our Karbon practice management platform.

Client Responsiveness

Maintain high communication standards, honoring our firm-wide 24-hour response commitment and keeping cameras on for virtual client sessions. Qualifications & Experience Experience: 2–3 years of hands-on experience in general bookkeeping, payroll processing, and sales tax compliance.

Credentials

Active CPA or EA, or actively pursuing a CPA or EA designation. Bachelor’s degree in Accounting or Finance preferred.

Client-First Orientation

Exceptional interpersonal skills and a genuine enthusiasm for partnering with business owners; comfortable acting as the direct line of communication.

Software Proficiency

Strong practical proficiency driving workflows in QuickBooks Online (QBO). Familiarity with Karbon, Excel, and modern accounting apps is highly preferred.

Attention to Detail

Dedication to keeping books clean, compliant, and continuously updated. Compensation, Benefits & Schedule Base Compensation: Starting at $50,000, commensurate with experience and active credentials.

4-Day Workweek Schedule: Enjoy a compressed 4-day workweek outside of business season (May 16 – Dec 31), delivering 30+ three-day weekends each year (the designated Greenville office day off will be Monday or Friday; standard 5-day week applies Jan 1 – May 15). Retirement Match: 401(k) program with 100% firm match on the first 3% contributed, plus 50% on the next 2%.

Professional Support

Full reimbursement for annual primary license renewals, relevant software certifications (e.g., QBO ProAdvisor), and CPE continuing education support starting after 6 months.

Workplace & Culture

Modern on-site Greenville office environment, dual-screen firm-provided setup, and structured progression pathways within the CAS practice. To apply, please fill out the application here in Linked In!