Accounting Manager - Client Advisory Services (CAS

Accounting Manager - Client Advisory Services (CAS)

Join CPA Tax Team, a premier accounting and advisory firm serving high-net-worth individuals, business owners, and growing enterprises, where a $115,000-$145,000 base salary, flexible work options, and a leadership role shaping our outsourced accounting practice await an experienced CAS professional.

• Manage a diverse portfolio of CAS client engagements, serving as the primary relationship leader and strategic advisor for outsourced accounting services.
• Review complex bookkeeping files, general ledger reconciliations, book-to-tax adjustments, and financial statement compilations (GAAP and tax-basis reporting).
• Oversee business compliance services, including 1099 filings, sales tax, payroll tax reporting, and local business filings.
• Manage engagement economics-monitoring workflow, billing cycles, work-in-progress (WIP), and team capacity to ensure on-time delivery.
• Mentor, train, and supervise staff and senior associates, fostering their technical skills and professional growth through real-time feedback.
• Collaborate directly with the firm's Tax practice to ensure seamless integration between client advisory accounting and tax planning/preparation.
• Support practice growth by evaluating prospective client needs, scoping advisory engagements, and onboarding new relationships.

• 5+ years of progressive public accounting or outsourced accounting experience, with a focus on Client Advisory Services (CAS) or Client Accounting Services.
• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license or Enrolled Agent (EA) designation (preferred).
• Deep technical proficiency in Quick Books Online/Desktop and modern cloud-based accounting ecosystems (e.g., , Gusto, CCH suite).
• Proven ability to lead client communications, manage concurrent timelines, and guide business owners on financial operations.

• Prior experience managing a team of accountants or CAS specialists.
• Experience implementing accounting technology, workflow automation, and tech-stack integrations for small-to-midsize businesses.
• Strong background in entity-level tax planning awareness (S-Corps, Partnerships, LLCs).

• Base salary: $115,000-$145,000 per year depending on experience.
• Health & wellness:
  Comprehensive medical, dental, and vision insurance options.
• Financial & retirement: 401(k) plan with employer matching.
• Work-life balance:
  Generous paid time off (PTO) program, paid firm holidays, and seasonal flexibility.
• Professional development: 100% firm-paid CPE, professional membership dues, and structured career pathing toward firm leadership.

• Location:
  
  Southern California (San Diego, Orange County, Los Angeles areas) or Remote / Hybrid options available.
• Employment type:
  
  Full-time, permanent.

At CPA Tax Team, we combine high-touch, partner-level expertise with modern technology to deliver tailored accounting, tax, and wealth advisory solutions to entrepreneurs, families, and business owners. We cultivate an environment that rewards technical excellence, entrepreneurial thinking, and healthy work-life integration.

Apply directly through this posting with your resume. Qualified candidates will be contacted promptly for a confidential introductory discussion.