Client Advisory Services (CAS) Accounting Manager (Post-Close Acquisition Expertise

Client Accounting Services Manager

As an experienced accounting manager specializing in post-acquisition transitions, are you looking for an opportunity to work with a diverse portfolio of private-company clients?

We are seeking an experienced Client Accounting Services (CAS) Manager with deep expertise in post-close acquisition accounting for privately held companies. This role will lead client engagements involving purchase price accounting (PPA), net working capital (NWC) true-ups, post-acquisition accounting system design and software implementations, and post-close accounting. The ideal candidate brings strong technical accounting knowledge, exceptional project management capabilities, and a client-service mindset to help newly acquired businesses transition seamlessly into their post-transaction financial reporting environment.

• Lead end-to-end post-close accounting processes for privately held clients following mergers and acquisitions.
• Oversee and prepare accounting schedules, opening balance sheet adjustments, and documentation in accordance with GAAP.
• Manage net working capital (NWC) true-up calculations, analyses, and negotiations in collaboration with buyers, sellers, and internal/external stakeholders.
• Provide technical accounting guidance on issues arising during integration, including revenue recognition, leases, inventory, and equity arrangements.

• Lead or support the implementation of accounting and ERP software for newly acquired entities, ensuring accurate data migration and alignment with client reporting needs.
• Design and document accounting workflows, control processes, and reporting structures to support scalable post-close operations.
• Partner with client leadership to identify system gaps and recommend technology solutions that enhance financial reporting efficiency.

• Serve as a primary point of contact for clients, delivering high-quality service and proactive communication throughout engagements.
• Translate complex accounting issues into clear, actionable recommendations for non-accounting stakeholders.
• Lead cross-functional collaboration with valuation professionals, auditors, tax advisors, and internal team members.
• Identify opportunities to expand client relationships and support new service offerings related to financial operations.

• Manage, coach, and develop staff and senior accountants supporting engagement work.
• Review and ensure accuracy of deliverables, analyses, and financial statements.
• Contribute to CAS practice development, including methodology enhancement, best-practice documentation, and training initiatives.

• Bachelor's degree in Accounting, Finance, or related field required.
• 5–8+ years of experience in accounting, with significant exposure to M&A, post-close integration, purchase price accounting, or transaction advisory.
• Strong knowledge of U.S. GAAP, including ASC 606.
• Experience leading accounting software implementations preferred (e.g., Net Suite, Quick Books Online, Sage Intacct, Xero, Ramp, ).
• Proven experience managing multiple client engagements and delivering high-quality work under tight deadlines.
• Excellent analytical, communication, and client-relationship skills.
• Ability to lead teams, provide mentorship, and manage project timelines and budgets.

Join a firm that expects more — and gives more.

We're building a firm of people who take pride in doing things the right way.

We're looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don't settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not…