Client Accounting Services (CAS) Manager

Annual Salary + Bonus: $90,000 - $130,000+ (Based on Experience)

Are you looking for an opportunity where you can help shape not only your role, but your team and the firm itself? We are building a premier Client Accounting Services (CAS) department and are looking for an experienced leader to help shape it from the ground up.

This is more than a client bookkeeping role, we are looking for someone who wants to build systems, develop people, improve processes, and become a trusted advisor to business owners.

Our firm is evolving from a traditional accounting practice into a proactive advisory firm. We believe clients deserve more than year end financial statements and tax returns. They deserve timely financial information, meaningful insights, and a trusted advisor who helps them make better business decisions throughout the year.

As our Client Accounting Services (CAS) Manager, you will lead the firm's accounting and bookkeeping department while helping clients build stronger businesses through accurate financial reporting and proactive communication.

• Lead and manage the firm's Client Accounting Services (CAS) department.
• Review monthly accounting, reconciliations, and financial statements for accuracy and completeness.
• Manage monthly, quarterly, and annual accounting engagements for a diverse client base.
• Develop, mentor, and train accounting staff while establishing consistent quality standards.
• Improve workflows, documentation, and internal processes to increase efficiency and scalability.
• Communicate directly with business owners to explain financial results, answer questions, and identify opportunities for improvement.
• Assist clients with cash flow analysis, budgeting, financial reporting, and operational insights.
• Coordinate with the tax department to ensure complete and accurate financial information throughout the year.
• Manage client expectations and maintain responsive communication (24-48 hour turnaround on emails).
• Help expand and improve the firm's growing advisory services.

• Bachelor's or master's in accounting from an accredited college or university.
• CPA or EA is a plus but not required.
• 5+ years of bookkeeping, accounting, or Client Accounting Services experience.
• Public accounting or CAS experience strongly preferred.
• Extensive Quick Books Online experience required.
• Experience reviewing financial statements and supervising accounting staff.
• Strong understanding of month-end close, reconciliations, payroll, sales tax, and financial reporting.
• Experience working with multiple business entities and industries.
• Excellent organizational, leadership, and client communication skills.
• Competitive Paid Time Off (PTO).
• Fully paid medical insurance.
• Paid firm holidays.
• Retirement plan with employer match.
• Performance bonus opportunities.
• Profit-sharing opportunities.
• Ongoing professional development and career advancement.

• You enjoy leading people and developing high performing teams.
• You take ownership of your work and consistently follow through.
• You thrive in a fast paced, technology driven environment.
• You enjoy solving problems and improving processes rather than simply maintaining them.
• You communicate confidently with business owners and can explain financial information in a practical way.
• You are excited about helping build something exceptional.

If you are ready to redefine your career as part of a firm that's redefining client service, we want to meet you. Apply today to become a key player in our transformation into a year-round advisory firm, helping our clients not just survive, but thrive.