Client Accounting Services (CAS) Senior Manager

Senior Manager Client Accounting Services

Oversee and grow the CAS practice by leading service delivery, managing teams, improving processes, and supporting business development in a confidential firm. 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 include leading the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards, managing CAS engagements, reviewing and signing off on compilation and preparation engagements, overseeing preparation of personal property tax, payroll, and sales tax filings, evaluating client accounting systems and internal controls, continuously assessing and enhancing CAS processes for efficiency and scalability, assisting clients with hiring, training, and supervising internal accounting personnel, maintaining strong client relationships, developing new CAS business and cross-selling additional firm services, partnering with marketing leadership to shape and execute CAS growth strategies, participating in firm management meetings, serving on the firm's Growth Committee, supporting innovation and expansion, and leading and developing the CAS team.

Requirements include an active CPA license, at least six years of CAS or similar managerial experience, 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, and being tech-savvy, forward-thinking, and process-improvement oriented.