CAS Account Manager

Sansiveri, Kimball & Co, one of the largest independent accounting firms in the Rhode Island, is seeking a Client Accounting Services Account Manager to join our team!

In this role, you will work in our team environment to coordinate and execute audits, reviews, compilations, agreed-upon procedures and special projects.

Why Sansiveri?

At Sansiveri, we truly believe that you can start your career in public accounting in a place where you don’t need to choose between ambition or flexibility, opportunities at work, or time with family and friends. We are committed to a positive and inclusive work culture with an effective work-life balance that has repeatedly earned us awards recognizing us as one of the “2023 Best Place to Work in RI” for a 10th consecutive year, one of “2023 Top 100 Accounting Firms to Work For” for a 10th consecutive year (for the last 4 years, we are the only accounting firm in RI to win this award!), and allowed us to be a nine-time recipient of the “When Work Works/Alfred P. Sloan Award for Workplace Flexibility” (this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace.)

As a CAS Account Manager, you will:

Be responsible for oversight, account management and accuracy of financial records
Oversee, produce and present financial statements and results
Develop and maintain insightful analytical reports
Manage day to day bookkeeping responsibilities
Drive the implementation of best practices and efficiencies
Respond in a timely fashion to client inquiries
Develop and maintain strong relationships with client personnel
Work with CPA for tax planning and preparation support
Maintain communication and collaborate with other CAS team members

Core strengths for this role, include: strong organizational skills, communication skills, a solid understanding of accounting procedures and tools

We focus heavily on preparation, planning and communication – you’ll also work closely with the engagement team’s management group to develop the procedures to be performed as well as identify the roles and responsibilities and assist in establishing expectations and deadlines. Our clientele covers a variety of industries including manufacturing, distribution, construction, healthcare, professional services, nonprofits and employee benefit plans.

Benefits

Half day workdays on Fridays during the summer months with a 36-hour work week!
Tuition Reimbursement for master’s degree programs!
CPA exam bonus programs and reimbursement for CPA exam review prep courses!
A comprehensive benefits package that includes generous PTO and Holiday schedules, medical, dental, vision, 401K plan, life LTD, EAP plans, and much more!
A wellness-oriented environment – which includes providing employees with free step trackers and participation in wellness challenges and gift card incentives for meeting wellness goals!
Wellness breakfasts, luncheons and snacks during our busy seasons for office employees!
A company sponsored golf league every Thursday afternoon during the spring and summer!
Community service activity days! (Last year we made fleece blankets together for shut-ins, collected food, shopped for low-income RI residents, to name just a few activities.)

Job Qualifications

A minimum of 3 years of experience in performing CAS related work OR 4 – 5 years of public / industry accounting experience
Strong communication skills
Ability to manage multiple projects
Ability to meet multiple deadlines in a timely fashion
Ability to work well in a team environment
Proficiency in QuickBooks Online
Proficiency in Microsoft Word, Excel, Outlook
Ability to learn and utilize various software, as necessary

Qualified candidates should send their resume to hr@sansiveri.com

”Our firm's reputation depends on the caliber of our people.
Jason M. DaPonteManaging Partner

When Work Works Award - Sansiveri Forensic Accounting Accounting Firm Forensic Specialist Tax Planning Financial Experts Accounting

THE PERKS
THE BENEFITS

It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

Paid Holidays

Paid PTO

Half-Day Fridays

Wellness Programs

Tuition Assistance

CPA Exam Bonus

We take care of our people by providing a comprehensive compensation package.

Health Insurance – Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.
Dental Insurance – Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.
401(k) Retirement Savings Plan – Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.
Flexible Benefits Plan (Section 125) – Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.
Half-day Fridays – Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day
Tuition Assistance – We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.
Direct Deposit – Employees may elect to use direct deposit for their semi-monthly paychecks.
Group Life Insurance – Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.
Group Long Term Disability Insurance – Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.
Paid Time Off (PTO) – Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.
Holidays – Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.
CPA Exam Policy – Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.
Client Lead Program – Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.
Aflac – Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.
Wellness Initiative – Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.

Open Positions – Apply Today

Senior Accountant – Audit

Senior Tax Accountant

Staff Accountant (Fall 2020)

Audit Manager/Supervisor

Tax Manager/Supervisor

Tax Intern

ARE YOU READY?

It Starts Here

Break new ground. Join a team where you can apply your talents to help support and revitalize influential clients who are defining the future. Your tomorrow depends on where you decide to go to today.

REACH OUT

Industries

Explore where you will impact

See our focus areas

Our Story

This is who we are, and what we're made of

Get to know us

CAS Account Manager

It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

We take care of our people by providing a comprehensive compensation package.

Health Insurance – Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.

Dental Insurance – Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.

401(k) Retirement Savings Plan – Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.

Flexible Benefits Plan (Section 125) – Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.

Half-day Fridays – Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day

Direct Deposit – Employees may elect to use direct deposit for their semi-monthly paychecks.

Group Life Insurance – Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.

Group Long Term Disability Insurance – Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.

Paid Time Off (PTO) – Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.

Holidays – Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.

CPA Exam Policy – Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.

Aflac – Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.

Wellness Initiative – Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.