Senior CAS Accountant U.S. CPA Firm | QuickBooks Online

100% Remote | Work From Home India | Full-Time, Year-Round Position

Company: Montgomery CPA, LLC

Location: Anywhere in India (Remote)

Experience Required: Minimum 3 years of recent U.S. accounting experience using QuickBooks Online

Employment Type: Full-Time, Permanent, Year-Round (Not Seasonal)

Department: Client Accounting Services (CAS)

Work Schedule: Split shift – India Standard Time

About Montgomery CPA

Montgomery CPA, LLC is an established U.S. Certified Public Accounting firm headquartered in Albuquerque, New Mexico, with more than 30 years of experience serving individuals and businesses.

Our firm has successfully worked with accounting professionals in India for approximately 20 years. Our India-based team is an integral part of our operations, working directly with U.S. accounting professionals, management, and clients.

We are seeking an experienced Senior CAS Accountant to join our growing Client Accounting Services (CAS) department.

Our CAS department provides ongoing accounting, bookkeeping, financial reporting, and compliance services to U.S. business clients.

This is a permanent, full-time, year-round position—not a seasonal or temporary accounting job. Our clients require accounting services throughout the year, and we are seeking a professional interested in building a long-term career with our firm.

This is not an entry-level position. Applicants must already have substantial, recent, hands-on experience using QuickBooks Online to provide accounting services for U.S. businesses through a U.S. CPA firm or U.S. accounting services firm.

Mandatory Minimum Qualifications

ALL of the following requirements must be met to qualify for consideration:

1. Minimum 3 years of recent, hands-on experience using QuickBooks Online (QBO) to provide accounting and bookkeeping services to U.S. business clients through a U.S. CPA firm or U.S. accounting services firm.
2. Bachelor of Commerce (B.Com), Bachelor of Business Administration (BBA) with an accounting or finance specialization, or equivalent recognized bachelor's degree in accounting, commerce, or finance. Three-year and four-year recognized Indian bachelor's degrees are acceptable.
3. Demonstrated experience independently maintaining U.S. business accounting records in QuickBooks Online.
4. Hands-on experience performing monthly bookkeeping, bank and credit card reconciliations, and month-end closing procedures.
5. Experience preparing and issuing accurate, timely financial statements, including balance sheets and profit and loss statements.
6. Working knowledge of U.S. accounting principles and accrual-basis and cash-basis accounting.
7. Strong written and verbal English communication skills.
8. Ability to work the required split-shift schedule, including three evening hours in India to collaborate directly with our U.S. team.

IMPORTANT: Candidates without at least three years of recent QuickBooks Online experience providing accounting services to U.S. businesses through a U.S. CPA or accounting services firm should not apply. Experience limited to Indian accounting, GST, Tally, or general bookkeeping without substantial U.S. QuickBooks Online experience does not satisfy our minimum requirements.

Preferred Qualified Qualifications

Candidates possessing the following qualifications will receive preferential consideration:

- QuickBooks Online ProAdvisor Certification – Highly preferred.
- Indian Chartered Accountant (CA) – Preferred.
- U.S.



Certified Public Accountant (CPA) – Highly preferred.
- Master of Commerce (M.Com) or other relevant advanced accounting qualification.
- Experience working directly with U.S. CPA firms and U.S. small-business clients.
- Experience preparing and filing U.S. state sales tax and gross receipts tax returns.
- Familiarity with New Mexico Gross Receipts Tax (GRT).
- Experience with QuickBooks Online Payroll and payroll accounting.
- Experience with Intuit's accounting software ecosystem and professional practice management platforms.
- Experience using Karbon or similar accounting practice management software.
- Experience communicating directly with U.S. clients and resolving accounting questions independently.

Professional credentials and certifications are advantageous but do not replace the mandatory experience and education requirements. Key Responsibilities The successful candidate will manage ongoing accounting assignments for multiple U.S. business clients, including:

Monthly Bookkeeping and Accounting

- Maintain accurate, complete, and current accounting records in QuickBooks Online.
- Record, review, and properly classify financial transactions.
- Reconcile bank accounts, credit cards, and other balance sheet accounts.
- Review and reconcile accounts receivable and accounts payable.
- Identify and correct accounting discrepancies, duplicate transactions, and misclassifications.
- Record journal entries, adjusting entries, and recurring transactions.

Monthly Closing and Financial Reporting

- Complete monthly bookkeeping and closing procedures accurately and on schedule.
- Reconcile balance sheet accounts and review general ledger activity.
- Prepare and issue monthly financial statements, including balance sheets and profit and loss statements.
- Prepare management reports and other financial information requested by clients.
- Investigate unusual account balances, significant variances, and other accounting issues.
- Ensure that assigned clients' monthly accounting work is completed within established deadlines.

Sales Tax and Gross Receipts Tax Compliance

- Prepare and file applicable U.S. state and local sales tax returns.
- Prepare and file New Mexico Gross Receipts Tax (GRT) returns.
- Reconcile taxable sales and related tax liabilities to accounting records.
- Monitor applicable filing deadlines and ensure timely completion of assigned compliance work.
- Identify discrepancies requiring review by the CAS Manager.

Client Service and Team Collaboration

- Manage recurring accounting assignments for multiple U.S. business clients.
- Communicate with clients to obtain missing information and resolve accounting questions.
- Work closely with the CAS Manager and other accounting professionals.
- Participate in daily Zoom collaboration sessions with the firm's U.S. and India teams.
- Maintain accurate workpapers, documentation, and task status updates.
- Meet established deadlines and maintain the firm's standards for accuracy, confidentiality, and client service.

Work Schedule – Important This position requires a split work schedule totaling approximately eight hours per day.





Three hours during the evening in India: Approximately 9:00 PM to midnight IST, subject to U.S. daylight saving time adjustments.

During these hours, employees participate in a live, firmwide Zoom collaboration session with our U.S. team. We work together on client accounting projects, discuss technical questions, coordinate assignments, review financial reporting matters, and interact with clients.

Five additional hours during regular daytime hours in India: Employees have flexibility in scheduling these hours, subject to work assignments, deadlines, and team coordination.

Applicants must be comfortable with this split-shift arrangement.

Work-From-Home Requirements

This is a permanent, 100% remote position. Candidates must provide and maintain:

- A dedicated, separate, enclosed home office free from distractions and background noise.
- Reliable, high-speed internet connectivity suitable for continuous video conferencing and remote work.
- A modern, current-generation personal computer capable of running professional accounting applications.
- Dual monitors.
- A functioning webcam, microphone, and speakers or headset.
- A professional, quiet workplace for Zoom meetings and occasional client interactions.

Compensation and Benefits

We offer

- Very competitive salary, based on experience, qualifications, professional credentials, and demonstrated technical capabilities.
- 30 paid days off annually, inclusive of vacation, personal days, sick days, and designated holidays.
- Permanent, full-time, year-round employment. This is not a seasonal or temporary accounting position.
- Permanent work-from-home employment.
- Opportunity to work directly with an established U.S. CPA firm.
- Exposure to a wide variety of U.S. businesses, industries, and accounting challenges.
- Collaborative working relationships with experienced U.S. and India-based professionals.
- Long-term career growth opportunities as our firm continues to expand.

Confidentiality of Your Application Your application will be treated confidentially.

We understand that many highly qualified candidates are currently employed and wish to explore new career opportunities discreetly.

Montgomery CPA respects your existing employment relationships and your professional privacy.

We will not contact your current employer for references, employment verification, or any other recruiting-related purpose without first obtaining your express approval.

You may apply with confidence knowing that your interest in joining our firm will be handled professionally and discreetly.

How to Apply

Please apply through Naukri.com with your current resume.

To be considered, your application must clearly identify:

1. Your years of hands-on QuickBooks Online experience providing accounting services to U.S. businesses.
2. The U.S. CPA or accounting services firms you have worked with.
3. Your experience performing monthly closing procedures, bank reconciliations, and financial statement preparation.
4. Your educational qualifications, including B.Com, BBA, M.Com, or other relevant degrees.
5. Any professional credentials, including Indian CA, U.S. CPA, or QuickBooks Online ProAdvisor Certification.
6. Your experience preparing and filing U.S. sales tax or gross receipts tax returns.
7. Confirmation that you can work the required evening Zoom collaboration hours.

Applications that do not meet the mandatory minimum qualifications will not be considered. Montgomery CPA, LLC

Albuquerque, New Mexico, USA www.montgomery.cpa

📌 Senior CAS Accountant U.S. CPA Firm (Bengaluru)
🏢 Montgomery CPA
📍 Bengaluru