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Client Accounting Services (CAS) Manager

The Client Accounting Services (CAS) Manager will lead delivery of outsourced accounting services for a portfolio of clients, ensuring accurate, timely financial reporting and excellent client relationships. This role combines technical accounting expertise with team leadership to oversee month-end close, financial statement preparation, process improvement, and the implementation of accounting technology. The CAS Manager will act as a trusted advisor to clients and internal teams, driving efficiency, compliance, and high-quality service.

Key Responsibilities

• Lead and manage a team of CAS accountants and bookkeepers, providing coaching, performance feedback, and career development.
• Oversee month-end and quarter-end close processes for multiple clients, review journal entries, reconciliations, and financial statements for accuracy and GAAP compliance.
• Prepare, review, and deliver client-ready financial reports, dashboards, and analysis that support client decision-making.
• Serve as the primary client contact for accounting-related matters, build strong relationships, and translate technical accounting issues into clear recommendations.
• Coordinate with tax, audit, and advisory teams to ensure seamless delivery across services and support external reporting and compliance needs.
• Design and implement standardized workflows, internal controls, and KPIs to improve efficiency, quality, and scalability of CAS engagements.
• Drive adoption of accounting systems and automation tools to streamline processes and reduce manual effort.
• Identify client opportunities for process improvement, cost optimization, and value-added advisory services; prepare proposals and estimates as needed.
• Manage project timelines, resource allocation, and billing to meet service-level agreements and profitability targets.
• Stay current on accounting standards, regulatory changes, and best practices, and ensure the team applies these consistently across client engagements.

Qualifications

• Bachelors degree in Accounting, Finance, or related field; advanced degree a plus.
• Certified Public Accountant (CPA) credential preferred; active CPA or working toward certification is strongly valued.
• 5+ years of progressive accounting experience with substantial exposure to Client Accounting Services, outsourced accounting, or public accounting.
• Proven experience managing teams and client relationships in a professional services environment.
• Strong technical accounting knowledge, including GAAP, account reconciliations, journal entries, and financial statement preparation.
• Excellent written and verbal communication skills; ability to present financial information clearly to clients and stakeholders.
• Demonstrated problem-solving skills, attention to detail, and commitment to delivering high-quality service.
• Experience implementing process improvements, internal controls, and scalable workflows.
• Ability to manage multiple client engagements, prioritize tasks, and meet deadlines in a fast-paced environment.