Client Advisory Services (CAS) Accounting Manager (Construction & Real Estate

Client Advisory Services (CAS) Manager

We are adding a Client Advisory Services (CAS) Manager to our growing Construction & Real Estate advisory niche. This role will work closely with privately held construction companies, real estate owners, developers, property managers, and other businesses to improve accounting processes, reporting, and decision-making.

The ideal candidate has meaningful experience in construction and real estate accounting from either public accounting or private industry. This person should be driven, analytical, client-service oriented, and comfortable solving messy accounting and reporting challenges in practical ways. The role offers significant opportunity to grow over time in a team environment that is investing in industry specialization and CAS advisory growth.

· Serve as a primary day-to-day advisor for construction and real estate clients, helping management teams improve accounting processes, reporting, and decision-making.

· Review and oversee monthly financial reporting packages.

· Advise clients on construction accounting matters, including WIP schedules, percentage-of-completion concepts, job cost reporting, over/under billings, and project profitability.

· Advise real estate clients on property accounting matters.

· Help clients develop reporting tools that provide clearer insight into project performance, property performance, working capital, cash flow, and profitability.

· Translate technical accounting issues into clear, practical recommendations for owners and other non-accounting stakeholders.

· Manage multiple clients and projects simultaneously.

· Lead client onboarding, initial assessments, month-end close design, workflow development, and implementation of repeatable reporting processes.

· Own engagement timelines, budgets, deliverables, review processes, and client communication.

· Identify accounting process gaps and recommend improvements to increase accuracy, timeliness, and scalability.

· Coordinate with tax, assurance, transaction advisory, and other teams to deliver integrated service to clients.

· Proactively identify opportunities to expand existing client relationships through advisory, reporting, process improvement, and technology-related services.

· Evaluate clients' current accounting systems, workflows, reporting tools, and reconciliation processes.

· Support implementation or improvement of accounting software and related applications.

· Build scalable accounting workflows, reconciliations, reporting packages, and supporting documentation.

· Leverage technology and automation to improve client reporting and reduce manual work.

· Assist clients with multi-entity reporting, intercompany activity, and management reporting structures.

· Manage and develop staff and senior accountants supporting client engagements.

· Review work papers, reconciliations, financial statements, reporting packages, and client deliverables for accuracy and quality.

· Create and improve templates, checklists, reporting packages, training materials, and best-practice documentation.

· Help build a repeatable service model for the firm's Construction & Real Estate CAS niche.

· Participate in internal training and knowledge-sharing.

· Support business development activities, including client expansion opportunities, proposal preparation, networking, and industry visibility.

· Bachelor's degree in Accounting, Finance, or a related field

· 5+ years of progressive accounting experience in either public accounting or private industry

· Meaningful experience with construction accounting, real estate accounting, property accounting, or project-based accounting.

· Strong understanding of U.S. GAAP and accrual-basis financial reporting.

· Experience with Quick Books, Sage, Yardi, or other common industry platforms.

· Ability to review monthly financial statements and identify issues, trends, inconsistencies, and opportunities for improvement.

· Experience managing deadlines, client expectations, multiple priorities, and recurring…