---
title: 'CAS Senior at Current'
canonical: 'https://feeny.ai/job/cas-senior-current-charlotte-x9hpcdyx9cpv'
type: 'job'
last_seen: '2026-09-11'
---

# CAS Senior at Current

- **Company:** [Current](https://feeny.ai/companies/current)
- **Location:** Charlotte, NC
- **Compensation:** $70k–$95k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-29
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/current-advisors/15a370fe-09fc-4740-b90a-53245377bcf7/application

**Skills:** Excel, Pivot tables, VLOOKUP, QuickBooks Desktop, QuickBooks Online, GAAP, Financial reporting, Month-end close, General ledger reconciliation, Payroll processing, Tax return preparation, Federal and state payroll tax requirements, Construction/contractors industry knowledge, Real estate industry knowledge, Professional services industry knowledge

> Serve as a trusted advisor to privately held small- and mid-sized businesses by providing outsourced accounting, controllership, and financial reporting services. Oversee month-end close, mentor junior staff, and partner with clients to deliver strategic accounting solutions.

## Job description

## About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Join a growing Charlotte-based CPA firm as a Client Advisory Services (CAS) Senior, where you'll serve as a trusted advisor to privately held small- and mid-sized businesses. In this role, you'll provide outsourced accounting and controllership services, oversee month-end close and financial reporting, mentor junior staff, and partner directly with clients to deliver strategic accounting solutions. If you enjoy building relationships, solving complex accounting challenges, and helping businesses grow, this is an excellent opportunity to make a meaningful impact while advancing your career in a collaborative public accounting environment.

## Responsibilities

- Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
- Oversee and review all general ledger reconciliations and prepare/review client journal entries.
- Prepare/review fixed asset registers.
- Prepare/review prepaid and accrual schedules.
- Prepare/review the month-end close process.
- Prepare/review and troubleshoot any issues with bank and credit card reconciliations.
- Prepare/review schedules for external auditor requests.
- Prepare compiled GAAP and Income tax basis financial statements.
- Train, mentor, and guide CAS staff and interns.
- Lead the client on-boarding process, including developing financial reports, chart of accounts, and initial revisions.
- Analyze financial results and make recommendations to client management.
- Reconcile, review and post monthly payroll entries.
- Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.
- Prepare/review business personal property tax returns.
- Prepare income tax returns for small businesses and their owners.
- Work as a team with the client manager to coordinate multiple service deliverables and setting timelines for the accounting, attest, and tax compliance as a holistic service provider.

## Requirements

- 3+ years of relevant experience, specifically external client-facing services.
- Intermediate to Advanced skills with Excel (including pivot and VLOOKUP).
- Experience with various versions of QuickBooks Desktop and Online.
- Excellent attention to detail with a high degree of accuracy.
- Ability to prioritize effectively and meet tight monthly deadlines.
- Strong judgment skills and ability to know when to escalate an issue to the partner or manager on a client account.

## Preferred

- Licensed CPA or eligible to sit for the CPA exam.
- Experience with business clients $1-$15+ million in revenue.
- Knowledge of federal and state payroll tax requirements.
- Industry knowledge for construction/contractors, real estate, and/or professional services.
- Prior experience in training and technical review of staff work.
- Motivated to be an advisor to a variety of business clients with varying skill levels.
- Seeking opportunities to guide and foster team members towards their technical and career goals.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $70,000.00-$95,000.00 annually, commensurate with experience and qualifications.

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

## Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

## Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

## About Current

## Company Overview
- **One-liner**: A platform that equips independent accounting and advisory firms with enterprise-level resources, technology, and scale to compete and grow.
- **Entity Type**: Private (backed by Thrive Holdings)
- **Headquarters**: Not publicly available
- **Founded**: 2023 (as Current; predecessor Crete Professionals Alliance existed earlier)
- **Founders**: Jake Sloane and Frank Zhang

## Core Business
- **Primary industry**: Accounting, tax, and business advisory services
- **Target customers**: Independent accounting and advisory firms (B2B); indirectly serves business owners, operators, and investors through partner firms
- **Mission**: “To accelerate potential” — giving talented people the right environment, tools, and opportunities to create more impact

## Products & Services
- **Current Platform**: A national partnership offering centralized corporate resources (HR, finance, legal, IT), AI-enabled tools and automation, global talent support (teams in India and the Philippines), dedicated growth operations, recruiting assistance, and M&A integration support. Member firms retain their local brand and leadership.
- **Advisory Services (via partner firms)**: Forward-looking financial and business advisory — growth strategy, financial optimization, R&D tax credits, and other strategic guidance for private equity-backed companies, family businesses, and high-growth entrepreneurs.
- **Global Delivery**: Established teams in India and the Philippines providing scalable talent and 24/7 support to member firms.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: $500M in revenue (as stated on company website)
- **Notable Investors/Partners**: Backed by Thrive Holdings; network of 45+ partner firms across 25 U.S. states and 4 countries
- **Growth Signals**: Named Accounting Today’s fastest-growing accounting firm; 2,000+ employees; rapid expansion through tuck-in acquisitions and partnerships (e.g., BFJ, Maxwell Advisors, Think Advisors); presence in India and the Philippines

## Competitive Advantages
- **Platform model**: Combines local autonomy of independent firms with the scale, technology, and resources of a national enterprise — a rare hybrid in the accounting industry.
- **AI and automation**: Centralized investment in AI-enabled tools and automation that individual firms could not afford on their own.
- **Talent and delivery**: Global support teams and cross-firm career opportunities create a deeper talent pool than any single firm.
- **M&A infrastructure**: Dedicated growth operations and integration support allow member firms to pursue acquisitions more effectively.

## Strategic Focus
- Continue expanding the network of partner firms through both organic growth and strategic tuck-in acquisitions.
- Invest further in AI, automation, and global delivery to increase efficiency and client value.
- Build the next generation of accounting talent through university partnerships (e.g., University of Houston) and leadership development programs.
- Strengthen the platform’s advisory capabilities to move firms from “reporting the past” to “shaping what’s next.”

## Why Work Here
- **Culture**: Values of reliability, resourcefulness, and respect; emphasis on ownership, accountability, and transparency.
- **Work environment**: Hybrid and flexible work options; 2,000+ employees across 4 countries.
- **Benefits**: Comprehensive health coverage, generous PTO, retirement and financial wellness plans, learning & development budgets, clear career pathing, and leadership development programs.
- **Career growth**: Cross-firm opportunities — access to roles across the entire network, not just one office; mentorship and community; exposure to AI, global delivery, and modern tools.
- **Recognition**: Fastest-growing firm in the profession, offering a dynamic, high-impact environment for ambitious professionals.

## Sources
1. [current.co - About Us](https://www.current.co/about-us)
2. [current.co - Careers](https://www.current.co/careers)
3. [current.co - Our Team](https://www.current.co/our-team)
4. [current.co - Advisory Services](https://www.current.co/services/advisory)
5. [current.co - BFJ Joins Current](https://www.current.co/news/bfj-joins-current-reuniting-with-former-partner)

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