Client Advisory Services - CAS

We're always looking for the ones who stand out.

Client Advisory Services (CAS) are valuable because they allow accounting firms to provide deeper, more strategic guidance to clients beyond just traditional compliance services, helping businesses make informed financial decisions, navigate complex situations, and ultimately achieve their growth goals by offering proactive insights and tailored solutions based on their specific needs, leading to a more valuable and long‑term client relationship while potentially generating increased revenue for the firm;

essentially moving beyond just bookkeeping to become a trusted business advisor.

• Enhanced Client Value:
  Provides clients with proactive financial analysis, forecasting, and strategic planning, going beyond basic reporting to help them make better business decisions.
• Deeper Client Relationships:
  Fosters a more consultative relationship with clients by understanding their business goals and challenges in a holistic manner.
• Increased Revenue Potential:
  Allows for value‑based pricing models, where firms can charge based on the strategic advice and insights provided, rather than just hourly fees for transactional work.
• Competitive Advantage:
  Differentiates accounting firms from competitors by offering a more comprehensive suite of services that address client needs beyond compliance.
• Improved Client Retention:
  By providing proactive guidance and support, CAS can lead to higher client satisfaction and loyalty.

Client Advisory Services (CAS) Accounting Director is responsible for managing client relationships and providing timely financial, accounting, and business advice to clients. This role involves developing and implementing structured service plans and coordinating with internal teams to deliver high‑quality service by guiding and technically reviewing work products prior to completion. The CAS Director also plays a key role in business development by identifying new client opportunities and expanding existing client relationships.

• Managing a team – provide leadership, guidance, and mentorship to ensure high‑quality work and client satisfaction.
• Reviewing and approving financial statements, tax returns, and other accounting documents to ensure accuracy and compliance with regulations.
• Staying current on tax and accounting laws and developments to provide clients with up‑to‑date advice and solutions.
• Leading client meetings and presentations to discuss financial performance, business strategies, and opportunities for growth.
• Providing financial analysis and reporting to clients, including budgeting, forecasting, and financial planning.
• Managing client relationships and acting as the main point of contact for accounting and advisory projects, collaborating with clients to identify opportunities for growth, cost savings, and improved financial performance.
• Having a strong working knowledge of tax rules for all entity types (trusts, partnerships, S Corporations, C Corporations) so that work product is tailored to meet clients’ tax needs.
• Keeping abreast of changes in accounting standards and regulations and ensuring compliance with all relevant laws and guidelines.
• Developing and implementing project models that align with firm goals and client needs.
• Building and maintaining relationships with clients, industry partners, and regulatory agencies to ensure a high level of client service and satisfaction.

• Bachelor’s degree in accounting; CPE preferred but not required.
• Experience with payroll processing and troubleshooting, including IRS notices.
• 5+ years of experience in public accounting, with a focus on CAS.
• Strong analytical and problem‑solving skills.
• Excellent communication and interpersonal skills; ability to manage multiple client relationships and priorities simultaneously.
• Proficiency with Quick Books Online and Desktop; familiarity with other accounting software/packages.
• Proficiency with Microsoft Excel.
• CPA certification preferred.
• Strong leadership skills and experience managing a team.

• CPA (Preferred)

• Bryant, AR 72022:
  Relocate before starting work (Preferred)

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Vision insurance