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 Associate to join our growing Client Accounting Services (CAS) team. This role is based in our Morganville, NJ office and follows a hybrid work schedule.
Position Summary:
The CAS Senior 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.
Skills Required
- Bachelor's degree in Accounting or related field
- 3-7 years of progressive accounting experience (public accounting or outsourced/CAS preferred)
- Strong working knowledge of GAAP and full-cycle accounting
- Proficiency in QuickBooks Online and/or QuickBooks Desktop
- Experience managing multiple client engagements and deadlines
- Strong communication skills for direct client interaction
- 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)
What We Do
SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 65 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. “Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Parsippany, N.J., Ewing, N.J. Morganville, NJ and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.
