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Partner - Client Accounting Services

Job in New York, New York County, New York, 10261, USA
Listing for: Whitman Advisory Job Community
Full Time position
Listed on 2026-09-14
Job specializations:
  • Accounting
    Accounting Manager, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 180000 - 240000 USD Yearly USD 180000.00 240000.00 YEAR
Job Description & How to Apply Below

Whitman Advisory is hiring for a premier CPA firm in Manhattan:

This is a high-visibility leadership role for a growth-oriented CAS professional who can expand the Client Accounting Services (CAS) practice through business development and trusted client advisory.

What you’ll do

  • Serve as the relationship lead and trusted advisor for key clients
  • Oversee delivery: monthly close, financial reporting, cash flow, and compliance
  • Provide advisory support: budgeting, forecasting, KPI development, financial analysis
  • Lead, mentor, and grow a CAS team (Managers, Seniors, Staff)
  • Improve workflows through cloud technology, automation, and scalable processes

What they’re looking for

  • 10+ years of progressive accounting experience
  • Leadership background in public accounting and/or outsourced accounting/CAS
  • Demonstrated ability to grow client relationships and generate new business
  • Strong proficiency with cloud-based tools (e.g., Quick Books Online, Net Suite, , Expensify)
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