Accounting Manager - Client Advisory Services; CAS

Overview

Accounting Manager - Client Advisory Services (CAS) at Lucida Tax + Accounting Solutions. The CAS Accounting Manager will oversee the preparation and maintenance of financial records by ensuring timely and accurate financial reporting, compliance for a diverse client base, and providing guidance for the team. This role is on-site at one of our offices — Brookfield, Madison, Lake Geneva, or Mequon.

• Oversee the performance and professional development of a team of accounting professionals, including staff and senior accountants.
• Provide regular coaching, training, and performance evaluations to support and engage team members.
• Foster an inclusive and high-performing team environment that aligns with the firm’s values.

• Oversee and review client engagements to ensure accuracy and compliance with accounting and financial reporting standards.
• Review work prepared by team members to ensure technical accuracy and adherence to firm and professional standards.
• Manage client relationships and resolve issues.
• Ensure compliance with local, state, and federal government requirements.
• Oversee preparation of firm’s activity reports, financial forecasts, and annual budgets.
• Develop and document the firm’s internal accounting procedures.
• Performs other related duties as necessary or assigned.

• Proven management and supervisory skills.
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.
• Quick Books certified required.
• Working knowledge of payroll rules and processing.
• Proficient in Microsoft Office Suite or similar software.

• Bachelor’s degree in Accounting or Business Administration required.
• Eight years or more of related experience required.
• Certified Public Accountant or Enrolled Agent preferred.
• Previous leadership experience.

• Full-time

• Mid-Senior level