Client Advisory Services (CAS) Manager

Job Description

Job Description

Join Our Client Advisory Services (CAS) Team as a Manager at Olsen Thielen!

Are you an experienced Client Advisory Services professional ready to lead client relationships, coordinate team delivery, and make a meaningful impact? Olsen Thielen & Co., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is seeking a forward-thinking, motivated CAS Manager to help lead our Client Advisory Services team. This role offers an opportunity to advance your career in a culture of integrity, independence, continuous improvement, and professional excellence while owning the full life cycle of assigned client relationships.

Why Olsen Thielen?

• A Tradition of Excellence: With a century-long legacy, our firm stands on the pillars of integrity, independence, continuous improvement, and professional excellence.
• People First: We believe our staff is our greatest asset. We're committed to recruiting and nurturing top talent, ensuring each team member achieves their full potential through comprehensive professional development resources.
• Innovative Growth: We offer a supportive environment where you're encouraged to be curious, grow, innovate, and excel in your career alongside a firm that values your leadership and partnership.

Your Role as a Manager within our CAS team, you will:

• Manage the full life cycle of assigned CAS client relationships, including service delivery, team coordination, deadlines, budgets, and client communication.
• Work independently to manage and oversee the work of CAS Accountants and Senior Accountants, ensuring client expectations, quality standards, and service commitments are met.
• Maintain strong client relationships, coordinate internal resources, and escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal as appropriate.
• Enjoy a flexible work arrangement, with the ability to work remotely, visit client sites as needed, and engage in in-office meetings and training to foster team collaboration and leadership development.

Key Responsibilities:

• Serve as the primary relationship owner for assigned CAS clients, including routine communication, expectation setting, issue resolution, and proactive client service.
• Plan, assign, and oversee client work across the team to meet deadlines, budgets, quality standards, and service commitments. Including being able to oversee and assist with the following:
  • Complex journal entries, detailed asset listings, and comprehensive reconciliations to ensure accuracy and reliability
  • Payroll preparation and review processes including compliance forms (e.g., Forms 940, 941, 944) and annual reporting forms (e.g., W-2, W-3, 1099, 1096), demonstrating precision and adherence to regulatory standards.
• Review deliverables and monitor workflow by identifying capacity concerns, coordinating staff support, and ensuring records of financial transactions and client reporting are maintained accurately.
• Manage the full life cycle of client work from onboarding and recurring service delivery through transition planning, issue resolution, and ongoing relationship management.
• Maintain scope and realization awareness by monitoring pricing concerns, budget performance, staffing needs, client transition issues, and internal resource requirements.
• Coach and develop Senior Accountants and Accountants while helping build consistency across CAS processes, communication standards, and deliverables.
• Escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal in a timely manner, with clear recommendations and relevant context.
• Participate in business development activities including proposal support, client expansion discussions, onboarding activities, and relationship-building efforts as appropriate.
• Promote secure and professional practices by protecting confidential client information and ensuring appropriate use of accounting, payroll, workflow, and document-sharing systems.

Who We're Looking For:

• An BA/BS degree in Accounting, with 7+ years of relevant accounting, client service, or CAS experience preferred; prior supervisory or team leadership experience strongly preferred.
• Active CPA license strongly preferred; candidates with significant CAS, accounting, controllership, or client advisory experience may also be considered.
• Proficiency in cloud-based accounting systems, including but not limited to QuickBooks online, Bill.com, Sage Intacct, and Microsoft Office Suite.
• Experience with Excel advanced functions, Power Query, Power BI, or other reporting/dashboard tools is a plus.
• Curiosity and willingness to learn emerging technologies, including responsible use of AI-enabled tools, automation, and analytics to improve client service and team efficiency.
• Comfort using technology to analyze financial data, prepare management reports, identify trends, and support client decision-making.
• Solid understanding of GAAP principles and bookkeeping practices.
• Excellent organization, time-management, and critical thinking skills.
• Outstanding interpersonal, leadership, and communication abilities with a client-focused approach and the confidence to manage expectations, resolve issues, and coordinate team delivery.
• Detail-oriented, proactive, and adaptable to overtime during busy periods.
• Ability to collaborate effectively across a team while independently managing client priorities, budgets, deadlines, and internal resource needs.
• Authorized to work in the United States and willing to travel locally within the Twin Cities metro area.

Olsen Thielen is proud to be an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you're ready to take the next step in your career with a firm that values your growth and success, we'd love to hear from you. Join us at Olsen Thielen, where your career is just as important to us as it is to you!

 

Olsen Thielen offers a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the firm. The expected starting salary range for this Manager role is $95,000 - $110,000. This range is an estimate, and salary range may be above or below the ranges based on several factors including department, location, work experience and training, qualifications, skill sets, licenses, certifications, education and other business and organizational needs. At Olsen Thielen, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. In addition to base pay, Olsen Thielen's compensation program includes a bonus structure for full-time, exempt employees of all levels. This role also may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. We also provide a comprehensive benefits package which includes medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and paid holidays, 401(k) retirement, savings plan with employer contribution, profit sharing, and employee referral bonuses.

 

Here is the link to a video showcasing the culture at Olsen Thielen and specifically the CAS department - see if our firm is a good fit for you! Link to video -