Client Accounting Services (CAS) Senior Manager

Client Accounting Services (CAS) Senior Manager

Who:

A seasoned accounting leader with an active CPA and at least six years of CAS or similar managerial experience.

What:

Oversee and grow the CAS practice by leading service delivery, managing teams, improving processes, and supporting business development in a confidential firm.

When:

This role is available immediately for an experienced professional ready to take on strategic leadership responsibilities.

Where:

Position is based in a professional office environment within a confidential firm location.

Why:

The firm seeks a forward-thinking leader to elevate client service, strengthen internal processes, and expand CAS offerings.

Office Environment:

A collaborative, growth-focused setting where leadership, innovation, and team development are strongly encouraged.

Salary:

Competitive compensation commensurate with experience, including salary and leadership-level benefits.

Job Description:

We are seeking an experienced Client Accounting Services (CAS) Senior Manager to lead and expand our CAS practice. This leadership role oversees all aspects of client accounting services with a focus on exceptional delivery, strategic growth, and alignment with broader firm objectives.

Responsibilities:

• Lead the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards.
• Manage CAS engagements, including bookkeeping, reporting, and compliance.
• Review and sign off on compilation and preparation engagements.
• Oversee preparation of personal property tax, payroll, and sales tax filings.
• Evaluate client accounting systems and internal controls, recommend improvements, and support implementation.
• Continuously assess and enhance CAS processes for efficiency and scalability.
• Assist clients with hiring, training, and supervising internal accounting personnel.
• Maintain strong client relationships and support efforts to expand the client base.
• Develop new CAS business and cross-sell additional firm services.
• Partner with marketing leadership to shape and execute CAS growth strategies.
• Participate in firm management meetings and contribute to decision-making.
• Serve on the firm’s Growth Committee, supporting innovation and expansion.
• Lead and develop the CAS team of three staff members, with additional hires planned.

Requirements:

• Active CPA license (required)
• At least six years of CAS or similar managerial experience, preferably in public accounting
• Proven success in business development and cross-selling services
• Strong leadership, organizational, and communication skills
• Solid understanding of GAAP and its practical application
• Advanced QuickBooks Online/Desktop experience; additional platforms a plus
• Tech-savvy, forward-thinking, and process-improvement oriented