Client Accounting Services Manager

Director of Client Accounting Services (CAS)

We are seeking a Director of Client Accounting Services (CAS) to help oversee and strengthen the firm’s accounting operations. The ideal candidate is a CPA with proven experience gained either in a CPA firm’s bookkeeping division or within a large bookkeeping practice. This role requires expertise in Quick Books Online, as well as demonstrated success managing migrations, integrations, and complex client onboarding projects.

Base pay range: $90,000.00/yr – $/yr.

• Lead the CAS team to deliver consistent, timely, and accurate client services, including recruitment, performance management, and fostering collaboration and continuity across offices.
• Serve as a point of contact for key CAS clients, ensuring strong relationships, clear expectations, and consistent service.
• Assist in onboarding new clients, including systems setup, workflow design, presentations, proposals, and management of expectations.
• Establish, build, refine, and document best practices, processes, and workflows for accounting operations, technology use, reporting, file documentation, and uniform procedures across offices to ensure consistency and scalability.
• Build a scalable and efficient framework for CAS operations, leveraging cloud‑based accounting tools, automation, and integrated platforms.
• Collaborate with partners, tax, assurance, and other firm service lines to provide integrated solutions and ensure seamless client service, gradually transitioning responsibilities to emerging leaders as appropriate.
• Compile and maintain a firmwide list of all bookkeeping and CAS clients and ensure compliance with accounting standards, firm policies, and peer review requirements.
• Support business development efforts by identifying opportunities to expand CAS services with existing and prospective clients and helping to present CAS offerings.
• Align staffing, technology, and operational strategy to position the CAS practice for long‑term competitiveness.
• Prioritize tasks, meet deadlines, and manage multiple projects effectively.

• Bachelor’s degree in Accounting; CPA certification preferred.
• 7+ years of progressive accounting experience.
• Expertise in Quick Books Online required; familiarity with Sage Intacct preferred.
• Extensive experience with  and payroll platforms, including onboarding new clients and fully integrating both platforms with Quick Books Online.
• Proven track record overseeing clean‑up and catch‑up projects, including large and complex client books.
• Strong technical skills in reconciliations, accruals, revenue recognition, and clean‑up work.
• Excellent problem‑solving and client communication skills.
• Collaborative leadership style with a focus on knowledge transfer.

Mid‑Senior level

Full‑time

Accounting/Auditing and Management

Accounting