Client Accounting Services; CAS) Department Leader

• Location:
  
  Baraboo, WI (Other office locations may be considered)
• Job Type: Full-Time
• Work Arrangement:
  On-Site, Hybrid, or Remote, depending on experience
• Experience:
  
  10+ years in accounting and Client Accounting Services

Our Client is an established accounting, tax, and advisory firm providing financial and business advisory services to clients across multiple industries. The firm is focused on expanding its Client Accounting Services (CAS) practice and evolving traditional bookkeeping services into a comprehensive, advisory-focused model.

Our Client is seeking an experienced Client Accounting Services (CAS) Department Manager to lead, develop, and scale its CAS practice. This senior leadership position is responsible for establishing scalable processes, developing service offerings, managing client advisory engagements, and building a high-performing team. The successful candidate will partner with firm leadership to drive strategic growth, improve operational efficiency, and deliver high-quality accounting and advisory services.

• Lead the strategy, structure, development, and growth of the CAS practice.
• Oversee client accounting and advisory engagements and serve as a trusted advisor to key clients.
• Develop scalable workflows, service standards, policies, and best practices across the department.
• Lead, mentor, and develop CAS managers, supervisors, and accounting team members.
• Collaborate with firm leadership on pricing strategies, service offerings, and business growth initiatives.
• Ensure high-quality service delivery, compliance with accounting standards, and operational efficiency.
• Identify opportunities to expand advisory services and improve existing client relationships.
• Transform traditional bookkeeping services into a comprehensive client advisory model.
• Establish processes and performance measures to support consistent service delivery and scalable growth.
• Drive innovation, process improvements, and organizational change within the department.
• Manage multiple client engagements while maintaining service quality and client satisfaction.
• Support the long-term strategic direction and growth of the firm’s accounting services.

• At least 10 years of experience in accounting and Client Accounting Services.
• At least 5 years of experience in a leadership or senior management role within CAS or outsourced accounting.
• Proven experience building, scaling, or transforming a CAS, bookkeeping, or outsourced accounting practice.
• Strong knowledge of accounting standards, payroll, bookkeeping, and outsourced accounting services.
• Demonstrated experience leading teams and managing multiple client engagements.
• Ability to develop scalable processes, service delivery models, and operational standards.
• Strong strategic planning, problem-solving, and decision-making skills.
• Excellent client relationship management and advisory capabilities.
• Ability to collaborate with senior leadership and drive business growth.

• CPA license or a similar professional accounting certification.
• Experience developing and implementing client advisory service offerings.
• Experience with accounting technology, workflow automation, and process improvement.
• Entrepreneurial mindset with a track record of driving organizational growth and innovation.

• Strategic Leadership and Business Development
• Client Accounting Services (CAS) Management
• Client Advisory and Relationship Management
• Outsourced Accounting
• Practice Development and Scaling
• Team Leadership and Mentorship
• Accounting Operations and Process Improvement
• Pricing Strategy and Service Development
• Change Management and Innovation
• Financial…