Client Accounting Services Manager

Description

Rodefer Moss is currently seeking a Client Accounting Services (CAS) Manager to join our team!

The CAS Manager serves as a trusted advisor to business clients while overseeing engagements, mentoring team members, and delivering high-quality accounting and advisory services. This role is ideal for a professional who enjoys combining technical accounting expertise with client relationship management and team leadership.

• Managing a portfolio of client accounting engagements.
• Reviewing financial statements, reconciliations, and accounting work prepared by team members for accuracy and completeness.
• Serving as the primary point of contact for clients and providing proactive financial guidance.
• Overseeing month-end and year-end closing processes for multiple clients.
• Analyzing financial performance and helping clients understand key trends and business metrics.
• Advising clients on accounting processes, internal controls, and operational efficiencies.
• Supervising, mentoring, and developing CAS Associates and Senior Associates.
• Assisting with onboarding new clients and implementing accounting technologies and workflows.
• Managing payroll, sales tax, and other compliance-related engagements as needed.
• Identifying opportunities to expand services and strengthen client relationships.
• Collaborating with firm leadership to support strategic growth initiatives within the CAS practice.
• Monitoring engagement budgets, timelines, and deliverables to ensure exceptional client service.

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA license preferred.
• 5+ years of accounting, outsourced accounting, or client accounting services experience.
• Prior experience supervising or mentoring team members.
• Strong understanding of GAAP, financial reporting, and accounting operations.
• Experience with Quick Books Online and cloud-based accounting technologies.
• Ability to manage multiple client engagements and competing priorities.
• Excellent project management, communication, and organizational skills.
• Strong analytical and problem-solving abilities.
• Demonstrated ability to build and maintain trusted client relationships.
• Proficiency in Microsoft Office Suite, particularly Excel.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more.

• Our salary and benefits package is extremely competitive.
• Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more.