Accounting Manager - Client Advisory Services (CAS)

Job Description

Job Description

Accounting Manager - Client Advisory Services (CAS)

Accounting Manager - Client Advisory Services (CAS)

Join CPA Tax Team, a premier accounting and advisory firm serving high-net-worth individuals, business owners, and growing enterprises, where a $115,000-$145,000 base salary, flexible work options, and a leadership role shaping our outsourced accounting practice await an experienced CAS professional.

 

What you'll do

• Manage a diverse portfolio of CAS client engagements, serving as the primary relationship leader and strategic advisor for outsourced accounting services.

• Review complex bookkeeping files, general ledger reconciliations, book-to-tax adjustments, and financial statement compilations (GAAP and tax-basis reporting).

• Oversee business compliance services, including 1099 filings, sales tax, payroll tax reporting, and local business filings.

• Manage engagement economics-monitoring workflow, billing cycles, work-in-progress (WIP), and team capacity to ensure on-time delivery.

• Mentor, train, and supervise staff and senior associates, fostering their technical skills and professional growth through real-time feedback.

• Collaborate directly with the firm's Tax practice to ensure seamless integration between client advisory accounting and tax planning/preparation.

• Support practice growth by evaluating prospective client needs, scoping advisory engagements, and onboarding new relationships.

 

What you need

• 5+ years of progressive public accounting or outsourced accounting experience, with a focus on Client Advisory Services (CAS) or Client Accounting Services.

• Bachelor's degree in Accounting, Finance, or a related field.

• Active CPA license or Enrolled Agent (EA) designation (preferred).

• Deep technical proficiency in QuickBooks Online/Desktop and modern cloud-based accounting ecosystems (e.g., Bill.com, Gusto, CCH suite).

• Proven ability to lead client communications, manage concurrent timelines, and guide business owners on financial operations.

 

Nice to have

• Prior experience managing a team of accountants or CAS specialists.

• Experience implementing accounting technology, workflow automation, and tech-stack integrations for small-to-midsize businesses.

• Strong background in entity-level tax planning awareness (S-Corps, Partnerships, LLCs).

 

Pay & benefits

• Base salary: $115,000-$145,000 per year depending on experience.

• Health & wellness: Comprehensive medical, dental, and vision insurance options.

• Financial & retirement: 401(k) plan with employer matching.

• Work-life balance: Generous paid time off (PTO) program, paid firm holidays, and seasonal flexibility.

• Professional development: 100% firm-paid CPE, professional membership dues, and structured career pathing toward firm leadership.

 

About & how to apply

At CPA Tax Team, we combine high-touch, partner-level expertise with modern technology to deliver tailored accounting, tax, and wealth advisory solutions to entrepreneurs, families, and business owners. We cultivate an environment that rewards technical excellence, entrepreneurial thinking, and healthy work-life integration.

Apply directly through this posting with your resume. Qualified candidates will be contacted promptly for a confidential introductory discussion.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/11/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at View email address on us.fitly.work to make arrangements.

Salary

$115000 - $145000 USD per year