Manager - Client Advisory and Accounting Support Services

The CAAS Manager provides leadership and technical oversight for client accounting, advisory, transactional accounting, financial reporting, audit preparation, and specialized Tribal/Native American client services.

The Manager is responsible for managing significant client relationships, overseeing engagement quality and profitability, developing staff, identifying advisory opportunities, and ensuring clients maintain accurate, timely, and audit-ready financial records.

The Manager serves as a subject-matter leader for Tribal and Native American organizations and works closely with clients, auditors, Firm leadership, and internal service teams to address complex accounting, reporting, internal control, and audit-readiness matters.

• Manage a portfolio of complex client accounting and advisory engagements.
• Provide technical oversight of transactional accounting, general ledger, month-end close, financial reporting, and accounting system processes.
• Review and approve significant journal entries, reconciliations, financial statements, and other client deliverables.
• Evaluate client accounting processes and recommend improvements that increase accuracy, efficiency, and internal control.
• Develop standardized accounting and reporting procedures for recurring engagements.
• Assist clients with accounting system implementations, conversions, process redesign, and other strategic accounting initiatives.
• Serve as a trusted accounting advisor to clients and Firm leadership.

• Oversee year-round audit-readiness strategies for assigned clients.
• Develop audit preparation plans, timelines, PBC schedules, and responsibility matrices.
• Review financial statements, supporting schedules, reconciliations, and audit documentation before submission to external auditors.
• Coordinate with audit and assurance personnel regarding audit requirements, issues, findings, and deadlines.
• Anticipate potential audit issues and work with clients to resolve deficiencies before the audit.
• Review audit findings and assist clients in developing corrective action plans.
• Establish processes designed to reduce audit adjustments and improve the quality of client financial information.
• Monitor recurring audit issues and develop preventive procedures.

Job Title:

Manager for CAASS

Effective Date: 09/03/2026 Revised Dates:

• Serve as a senior advisor to Tribal governments, Tribal enterprises, Tribal organizations, and related entities.
• Develop and maintain specialized knowledge of accounting, financial reporting, audit, grant, compliance, and internal control considerations relevant to Tribal clients.
• Lead audit-readiness engagements and financial process improvement initiatives for Tribal organizations.
• Assist clients in strengthening financial policies, procedures, documentation, internal controls, and reporting processes.
• Evaluate client financial operations and identify areas of risk or opportunity.
• Coordinate with external auditors and other professional advisors serving Tribal clients.
• Assist Tribal clients in preparing for financial, governmental, grant, compliance, and other required audits.
• Develop firmwide tools, templates, checklists, and best practices for Tribal audit readiness.
• Maintain strong professional relationships while respecting Tribal governance, culture, confidentiality, and organizational protocols.

• Manage engagement budgets, timelines, staffing, and deliverables.
• Review engagement performance and monitor realization and profitability.
• Allocate staff resources based on complexity, deadlines, and employee development needs.
• Supervise Supervisors, Accountants, and other CAAS personnel.
• Provide performance feedback, coaching, mentoring, and career-development guidance.
• Participate in recruiting, interviewing, onboarding, and development of CAAS professionals.
• Establish quality standards and hold team members accountable for timely and accurate work.

• Develop and maintain strong relationships with existing clients.
• Identify opportunities to expand accounting and advisory services based on client needs.
• Participate in proposals, presentations, networking, and business-development activities.
• Develop relationships within the Tribal, governmental, nonprofit, and business communities.
• Collaborate with Tax, Audit & Assurance, and other Firm service lines to provide coordinated client…