Client Accounting Services (CAS) Supervisor
Verital Advisory Search
Our client is a well-established public accounting firm with a long-standing reputation for delivering high-quality, relationship-driven client service. The firm operates with a collaborative, team-oriented culture that values both individual ownership and strong partnership across teams. Their Client Accounting Services (CAS) practice provides outsourced accounting and advisory support to a diverse portfolio of small to mid-sized businesses across multiple industries. Acting as an extension of each client’s internal finance function, the team delivers bookkeeping, controller-level support, financial reporting, and operational insight with a strong emphasis on accuracy, responsiveness, and consistency. As the practice continues to grow, the firm is looking to add an experienced CAS Supervisor to help lead client engagements and support continued expansion. Role Overview This role is responsible for managing client relationships and overseeing full-cycle accounting engagements within the CAS practice. The CAS Supervisor will act as a key point of contact for clients while ensuring timely and accurate financial reporting, system management, and day-to-day accounting operations. This is a hands-on, client-facing role that offers exposure to a wide variety of industries and businesses, along with the opportunity to improve processes and add value through advisory-level support. What You’ll Be Doing Serve as the primary point of contact for assigned clients and manage ongoing relationships Oversee full-cycle client accounting including general ledger, AP/AR, payroll, cash management, and month-end close Manage and support client accounting systems, primarily QuickBooks Online and QuickBooks Desktop Prepare and review monthly and quarterly financial reporting packages Partner with clients to improve accounting processes, workflows, and operational efficiency Coordinate with internal teams to ensure accurate, timely, and consistent deliverables across engagements Ideal Background 5+ years of accounting or Client Accounting Services (CAS) experience in a client‑facing role Strong experience with QuickBooks Online and QuickBooks Desktop (QBO/QBD) Exposure to additional systems such as NetSuite is a plus Strong communication skills with the ability to independently manage client relationships Solid understanding of general accounting principles, financial reporting, and month-end close processes CPA licensed or actively pursuing CPA strongly preferred Why This Role This is an opportunity to join a growing CAS practice within a supportive, flexible environment that emphasizes professional development, client impact, and work-life balance. The role offers exposure to a wide range of industries and the ability to take ownership of meaningful client relationships and accounting work. #J-18808-Ljbffr Verital Advisory Search
- ...more firms are investing in CAS right now. Clients want more than bookkeeping... ...’ll still oversee the core accounting side, but you’ll also be involved... ...someone stepping up from Supervisor level, through to... ...accounting, client accounting services, or outsourced controller/CFO...Suggested
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Optima, Inc. in Glencoe, Illinois is looking for a Corporate Accounting Manager to ensure the accuracy of financial operations while leading a team. You will oversee daily accounting activities, prepare cash flow reports, and ensure compliance with tax regulations. Ideal...Suggested- ...Job Description Job Description 5+ Years of Accounting experience 2+ Years of leadership experience Bachelors in Accounting or Finance Great Plaines experience a plus Month end close, financial statements Benefits: 401k, BCBS medical, dental, vision...Suggested
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...influencing and presenting to key stakeholders, executive level clients, or internal business partners At this time, Capital One... ...endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this...Full timePart timeWork at officeLocal area- ...we are building a talent pipeline for future Personal Lines Client Service Manager opportunities. While this role is not currently open,... ...and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave...Work at officeLocal areaRemote workFlexible hours
$44k - $86k
...Client Service Manager – Gallagher | Remote (Rolling Meadows, IL) Job Summary Gallagher is hiring a Client Service Manager (CSM) to... ..., vision, 401(k), paid parental leave, and flexible spending accounts. The successful candidate will deliver exceptional customer service...Full timeWork at officeRemote workMonday to FridayFlexible hoursShift work$44k - $86k
...Client Service Manager – Gallagher | Remote Gallagher is seeking a Client Service Manager... ...parental leave, and flexible spending accounts. The successful candidate will deliver... ...–7:00pm) Reports To: Client Service Supervisor About Gallagher Gallagher helps clients...Full timeWork at officeRemote workMonday to FridayFlexible hoursShift work$44k - $86k
...A global insurance leader is hiring a Client Service Manager to join their Select Client Service Team supporting small business clients remotely. The role offers a competitive salary ranging from $44,000 to $86,000 per year along with comprehensive benefits including...Remote work$44k - $86k
...A leading risk management firm is seeking a Client Service Manager (CSM) for its small business division. This remote role offers a competitive... .... The ideal candidate will excel in customer service and account management while collaborating with sales teams to ensure...Remote work- Gallagher is seeking a Client Service Supervisor located in Rolling Meadows, Illinois. This role involves leading the Achieve early talent program and nurturing new Client Service Managers. You'll ensure high-quality client service, monitor performance, and facilitate effective...
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...a working understanding of business, financials, product/services, the market, or account needs. Manages business retention of moderately complex or... ...an ongoing business relationship with current industry clients to facilitate future sales. Intermediate level outside sales...Temporary workWork experience placementWork at office$28.68 - $33 per hour
We are seeking an Engagement Supervisor to contributes to a team of wellness and engagement... ...related experience. Excellent customer service and written/verbal communication skills.... ...for certain locations) Wellness Spending Account: up to $300 available annually for...Hourly payFull timeTemporary workFor contractorsWeekend workAfternoon shift- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...Gallagher, we’re looking for a Senior Client Service Manager to join our Commercial team. In... ...process and strategy for more complex accounts by overseeing compilation of client...Full timeLive outWork at officeLocal areaFlexible hours
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- Arthur J. Gallagher & Co. (AJG) is seeking a Private Client Service Manager in Rolling Meadows, Illinois. You will be the trusted advisor for High Net Worth individuals, managing their personal insurance programs. The role involves building client relationships, driving...
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- Gallagher in Rolling Meadows, Illinois, is seeking a Client Service Associate through its Achieve Program, a structured 18-month learning experience. This full-time role offers a hybrid work schedule. Responsibilities include providing exceptional client service, creating...Full timeTraineeshipWork at officeFlexible hours
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...and fast‑track your career from a Client Service Associate to a Client Service Manager through... ...401(K) and Roth options Tax‑advantaged accounts (HSA, FSA) Educational expense...Full timeTraineeshipWork experience placementInternshipLive outWork at officeLocal areaRemote workHome officeFlexible hours
- Introduction At Gallagher, we help clients face risk with confidence... ...? As a Private Client Service Manager at Gallagher, you’ll... ...to the Private Client Service Supervisor, you’ll play a pivotal role in... ...and excel at managing large accounts with frequent client contact....Live outWork at officeLocal areaFlexible hours
- A leading risk management firm in Rolling Meadows is seeking participants for a Client Service Associate role through its Achieve Program. This 18-month structured program aims to equip recent graduates and career changers with the essential skills in insurance brokering...Traineeship
- Introduction At Gallagher, we help clients face risk with confidence... ...We are seeking a Client Service Manager to join our growing... ...How you'll make an impact Accountable for delivering high quality... ...or the Branch Client Service Supervisor. Directly contributes to key...Full timeLive outWork at officeLocal areaFlexible hours
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