Senior/Supervisor Accountant — Client Accounting Services (CAS)

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We’re seeking an experienced Senior/Supervisor Accountant to join our growing Client Accounting Services (CAS) team. This role is based in our NYC office and follows a hybrid work schedule.

Position Summary:

The CAS Senior/Supervisor Accountant owns the monthly close and ongoing accounting operations for a portfolio of closely-held business clients. This role blends hands-on bookkeeping, journal entry review, financial reporting, and client-facing advisory. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters.

Key Responsibilities:

• Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules
• Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360)
• Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding
• Prepare and deliver monthly financial statements and management reporting packages
• Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support
• Oversee sales tax compliance and reconciliations across applicable states
• Review work prepared by staff accountants and provide coaching and feedback
• Serve as primary client contact for accounting questions, document requests, and close timelines
• Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules
• Identify and recommend process improvements and automation opportunities within the client’s accounting stack

Qualifications:

Required:

• Bachelor’s degree in Accounting or related field
• 3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment
• Strong working knowledge of GAAP and full-cycle accounting
• Proficiency in QuickBooks Online and/or QuickBooks Desktop
• Experience managing multiple client engagements and deadlines simultaneously
• Strong communication skills for direct client interaction

Preferred:

• CPA license or active candidate
• Experience with cloud accounting tools (Bill.com, Ramp, Expensify, Avalara)
• Experience with practice management platforms (Double, Karbon, or similar)
• Exposure to multiple industries and entity types (S-corp, partnership, LLC)

Core Competencies:

• Technical accuracy and attention to detail
• Ownership mindset and ability to work independently
• Client service orientation
• Time management across a multi-client workload
• Mentorship and review skills
• Comfort with technology and process automation

Comprehensive Benefits Package Includes:

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.