Client Accounting Services; CAS Department Manager

What's the Role?

The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model
.

This is a unique opportunity for an experienced CAS leader to build the practice from the ground up
, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.

This role may be based in any of our 19 MBE office locations
, filled as a hybrid opportunity, or filled as a remote position
, depending on experience.

We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June.

• Lead the strategy, structure, and growth of the CAS practice.
• Oversee client advisory engagements and serve as a trusted advisor to key clients.
• Build scalable workflows, service standards, and best practices across the CAS department.
• Lead, mentor, and develop CAS managers, supervisors, and team members.
• Partner with firm leadership on pricing, service offerings, and growth initiatives.
• Ensure high-quality service delivery, compliance, and operational efficiency.

• 10+ years of experience in accounting and Client Accounting Services.
• 5+ years in a leadership or senior management role within CAS or outsourced accounting.
• Proven experience building, scaling, or transforming a CAS or bookkeeping practice.
• Strong knowledge of accounting standards, payroll, and outsourced accounting services.
• Experience leading teams and managing multiple client engagements.

• Strategic and entrepreneurial leadership mindset.
• Strong client advisory and relationship management skills.
• Ability to build processes, teams, and scalable service models.
• Comfort driving change and innovation within a growing firm.
• CPA or similar professional certification preferred.

• Build a CAS practice from the ground up with firm leadership support.
• High-impact leadership role with visibility and influence.
• Entrepreneurial firm culture that values innovation and growth.
• Opportunity to shape services, processes, and team structure.
• Long-term career growth and upward mobility within the firm.

• Full-time position.
• Periodic travel required (approximately 6–8 times per year).
• Role may be based in one of our offices, hybrid, or remote, depending on experience.