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

Senior/Supervisor Accountant — Client Accounting Services (CAS)

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SAX Advisory Group