Client Advisory Services; CAS) Manager

Join Our Client Advisory Services (CAS) Team as a Manager at Olsen Thielen!

Are you an experienced Client Advisory Services professional ready to lead client relationships, coordinate team delivery, and make a meaningful impact? Olsen Thielen & Co., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is seeking a forward-thinking, motivated CAS Manager to help lead our Client Advisory Services team.

This role offers an opportunity to advance your career in a culture of integrity, independence, continuous improvement, and professional excellence while owning the full life cycle of assigned client relationships.

• A Tradition of Excellence: With a century-long legacy, our firm stands on the pillars of integrity, independence, continuous improvement, and professional excellence.
• People First: We believe our staff is our greatest asset. We're committed to recruiting and nurturing top talent, ensuring each team member achieves their full potential through comprehensive professional development resources.
• Innovative Growth: We offer a supportive environment where you're encouraged to be curious, grow, innovate, and excel in your career alongside a firm that values your leadership and partnership.

• Manage the full life cycle of assigned CAS client relationships, including service delivery, team coordination, deadlines, budgets, and client communication.
• Work independently to manage and oversee the work of CAS Accountants and Senior Accountants, ensuring client expectations, quality standards, and service commitments are met.
• Maintain strong client relationships, coordinate internal resources, and escape strategic, staffing, pricing, or risk matters to the Department Head or Principal as appropriate.
• Enjoy a flexible work arrangement, with the ability to work remotely, visit client sites as needed, and engage in in-office meetings and training to foster team collaboration and leadership development.

• Serve as the primary relationship owner for assigned CAS clients, including routine communication, expectation setting, issue resolution, and proactive client service.
• Plan, assign, and oversee client work across the team to meet deadlines, budgets, quality standards, and service commitments. Including being able to oversee and assist with the following:
  • Complex journal entries, detailed asset listings, and comprehensive reconciliations to ensure accuracy and reliability
  • Payroll preparation and review processes including compliance forms (e.g., Forms 940, 941, 944) and annual reporting forms (e.g., W-2, W-3, 1099, 1096), demonstrating precision and adherence to regulatory standards.
• Review deliverables and monitor workflow by identifying capacity concerns, coordinating staff support, and ensuring records of financial transactions and client reporting are maintained accurately.
• Manage the full life cycle of client work from onboarding and recurring service delivery through transition planning, issue resolution, and ongoing relationship management.
• Maintain scope and realization awareness by monitoring pricing concerns, budget performance, staffing needs, client transition issues, and internal resource requirements.
• Coach and develop Senior Accountants and Accountants while helping build consistency across CAS processes, communication standards, and deliverables.
• Escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal in a timely manner, with clear recommendations and relevant context.
• Participate in business development activities including proposal support, client expansion discussions, onboarding activities, and relationship-building efforts as appropriate.
• Promote secure and professional practices by protecting confidential client information and ensuring appropriate use of accounting, payroll, workflow, and document-sharing systems.

• An BA/BS degree in Accounting, with 7+ years of relevant accounting, client service, or CAS experience preferred; prior supervisory or team leadership experience strongly preferred.
• Active CPA license strongly preferred; candidates with significant CAS, accounting, controllership, or client advisory experience may also be considered.
• Proficiency in cloud-based accounting systems, including but not limited to Quick Books online, , Sage Intacct, and Microsoft Office Suite.
• Experience with Excel advanced…