Client Advisory Services (CAS) Manager

Client Advisory Services (CAS) Manager

We are seeking an experienced Client Advisory Services (CAS) Manager to lead a growing team that provides outsourced accounting, bookkeeping, payroll, and financial reporting services to a diverse client base. This leadership role is responsible for managing client relationships, overseeing accounting engagements, mentoring staff, and driving operational excellence while delivering exceptional client service.

The ideal candidate is a collaborative leader with strong technical accounting knowledge, excellent communication skills, and a passion for helping clients improve their financial operations.

Overview Of The Cas Manager Role:

• Serve as the primary point of contact for a portfolio of accounting and advisory clients.
• Ensure timely, accurate, and high-quality delivery of bookkeeping, payroll, and financial reporting services.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Provide accounting guidance and recommendations to support clients' financial goals.
• Oversee monthly, quarterly, and annual accounting engagements.
• Review and prepare financial statements using both cash and accrual basis accounting.
• Monitor general ledger activity and account reconciliations to ensure accuracy.
• Assist clients with complex accounting questions and financial reporting needs.
• Ensure compliance with accounting standards and internal quality expectations.
• Lead, mentor, and develop a team of accounting professionals.
• Review work completed by staff and provide coaching and constructive feedback.
• Delegate assignments while managing workload, priorities, and deadlines.
• Foster a collaborative, positive, and high-performing team environment.
• Support the continued growth of the Client Advisory Services practice.
• Identify opportunities to improve internal processes and increase efficiency.
• Participate in business development activities and networking opportunities as appropriate.
• Promote best practices and continuous improvement across client engagements.

Preferred Qualifications For The Cas Manager:

• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• 7+ years of progressive accounting, bookkeeping, or financial reporting experience.
• 3+ years of leadership experience managing client relationships and supervising accounting staff.
• Experience with payroll processing and payroll tax reporting.
• Strong knowledge of general ledger accounting and financial statement preparation.
• CPA or CMA designation is strongly preferred.
• Experience with QuickBooks or similar accounting software.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Excellent analytical, organizational, and problem-solving skills.
• Strong verbal and written communication abilities.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.