Client Accounting Services; CAS Manager

Are you a full-charge bookkeeper who enjoys supporting multiple clients and building strong client relationships? Your skills could be a great fit for a broader, client-focused role.

Consider a career with Sansiveri
—a firm recognized as one of the 2025 Top Accounting Firms nationally by Accounting Today and one of the Best Places to Work in Rhode Island by Providence Business News
, known for its exceptional workplace culture.

We are currently seeking a Client Accounting Services (CAS) Manager to join our team.

As a member of the Client Accounting Services (CAS) team, you will provide day‑to‑day accounting and general ledger support to small‑ and mid‑sized clients across a variety of industries, including construction, manufacturing, not‑for‑profit, professional services, and retail. This role focuses on delivering accurate financial information, supporting client needs, and contributing to efficient accounting processes.

• Prepare and assist with month‑end and year‑end close activities, including the production of accurate and timely financial statements and supporting schedules.
• Maintain and manage general ledger activity, including:
  • General ledger maintenance
  • Process month‑end closing entries
  • Reconciliation of all balance sheet accounts
  • Accounts payable and accounts receivable management
  • Assistance with payroll processing through client third‑party providers
• Prepare financial and analytical reports to help clients understand operating results and key trends.
• Perform budget‑to‑actual analyses and investigate variances, providing clear explanations and insights.
• Respond to client questions and requests in a timely, professional manner.
• Work closely with CAS team members and CPAs to support tax planning and tax preparation for shared clients.
• Assist with implementing standardized processes and best practices to improve efficiency and consistency across engagements.
• Support the onboarding of new clients by helping set up accounting systems, workflows, and documentation.
• Provide guidance and informal support to junior team members as needed, while escalating issues appropriately.
• Consulting:
  • Assist with Quick Books set up and training
  • Assist with Quick Books migration from desktop to online

• Minimum of 3 years of experience in Client Accounting Services, or acting as Full Charge Bookkeeper/Controller in a private industry.
• Strong working knowledge of Quick Books Online and solid proficiency in Microsoft Excel, Word, and Outlook.
• Ability to manage multiple client engagements and deadlines with minimal supervision.
• Strong attention to detail and commitment to accuracy.
• Effective written and verbal communication skills, with the ability to explain accounting information clearly to clients and internal team members.
• Ability to work both independently and collaboratively in a fast‑paced environment.
• Bachelor’s Degree in Accounting or related field preferred.

• Highly professional and employee friendly workplace.
• Comprehensive health, dental, and vision insurance plan options.
• Retirement savings plan with company matching contributions.
• Professional development opportunities and support for obtaining relevant certifications.
• Generous paid time off.

NOTE–Sansiveri has offices in Providence, RI, and New Bedford, MA. This position supports clients both offices and requires 2-3 days per week in the office.