Senior CAS Associate at ATA – Tupelo, Mississippi

About ATA

ATA provides a wide array of accounting, auditing, tax, and advisory services for clients ranging from small family-owned businesses to large corporations. Headquartered in Jackson, Tennessee, since 1940, ATA has over 300 employees across 18 locations throughout the Southeast.

For more info about ATA, click here.

About The Role

We are looking for a seasoned and proactive Senior CAS Associate to join our growing Client Accounting Services (CAS) team in our Tupelo office. This is a full-time, salaried, 100% in-office role designed for an accounting professional who enjoys being hands-on, engaging in client interaction, and leading others.

In this role, you will serve as a trusted accounting partner to a diverse portfolio of clients, delivering accurate financial statements, providing practical insights, and helping businesses operate more confidently. You will also play a key leadership role by reviewing the work of team members and supporting their development, all while maintaining strong, professional relationships with clients.

If you thrive in a collaborative office environment, enjoy balancing detailed accounting work with client-facing responsibilities, and take pride in mentoring others, we would love to meet you.

What You Will Do

As a Senior CAS Associate, you will:

• Manage monthly and quarterly close processes for assigned clients, ensuring financial information is accurate, complete, and delivered on schedule.
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, for client review and discussion.

• Perform complex account reconciliations, including bank, credit card, and payroll accounts, and investigate and resolve discrepancies in a timely manner.

• Support client onboarding activities by assisting with the setup of new accounting systems, chart of accounts, and the transition of historical financial data.

• Serve as a knowledgeable point of contact for clients, answering accounting questions and supporting ongoing client relationships with a high level of professionalism and responsiveness.

• Utilize advanced accounting tools and technology, including QuickBooks and Microsoft Excel, to support efficient workflows, accurate reporting, and client deliverables.

What We Are Looking For

The ideal candidate brings both technical strength and interpersonal confidence:

• Advanced proficiency in QuickBooks and Microsoft Excel.
• Bachelor’s degree in Accounting.

• 3–5 years of public accounting experience.

• Prior experience in Client Accounting Services (CAS) or outsourced accounting environments.

Work Environment & Expectations

• Full-time, salaried position
• In-office role (Monday–Friday) – this is not a remote or hybrid position
• Oversight and review of other team members’ work is required
• Strong interpersonal skills and client communication are essential for success

What We Offer

Competitive Pay

• Salary range: $65,000 – $75,000 annually.
• Final offer based on experience, skills, and licensure.

Comprehensive Benefits

• Medical, Dental, Vision, Life, AD&D, and Disability Insurance
• HSA and FSA options
• 401(k) with employer match

Wellness & Time Off

• Yearly wellness bonus
• Flexible Time Off, Paid Holidays, and Fridays off in the Summer

Learning & Development

• Access to our LCVista/Spiirall learning management platform
• Support for credentialing and licensure exams
• Personalized development resources and longevity awards

All job offers are contingent upon the completion of a satisfactory background check.

ATA values diversity and is committed to equal opportunity in the workplace. Applicants who require a reasonable accommodation to complete the application or interview process should contact Human Resources by emailing humanresources@ata.net.