Client Accounts Manager

A well-respected client is seeking a CAS MANAGER due to the growth in their firm. Are you an experienced individual with a knack for numbers and client services? Then look no further, because we have the perfect opportunity for you!

CAS Manager-Hybrid with Remote Eligibility:

✅ Own a portfolio of ~45-80 monthly accounting clients and ~80-100+ tax clients like it's your own firm.

Core Responsibilities

* Team Leadership

* Supervise, train, and review bookkeepers.
* Track production, workflow, and time efficiency.
* Hold weekly status meetings and address performance gaps early.

* Client Management

* Maintain regular client contact and respond same-day.
* Review monthly financials quickly (within 1 business day).
* Monitor client profitability and discuss fee adjustments when needed.
* Visit each client annually and handle tax/accounting questions.
* Request referrals to replace any clients who drop. (Yes, you have to ask. )

* Onboarding New Clients

* Lead initial strategy sessions and handle setup.
* Process first 1-2 months yourself before transitioning to a bookkeeper.
* Complete cleanup/backwork and ensure reporting is accurate before handoff.

* Tax Responsibilities

* Prepare and review business and individual returns.
* Maintain workflows, planning notes, and time vs. fee logs.
* Manage quarterly estimates and year-end planning to avoid client "surprise taxes."
* Handle notices and correspondence with federal/state/local agencies.

* Operations & Compliance

* Run weekly check-ins with the owner and team.
* Support accounting software (QBO/Xero) conversions and updates.
* Coordinate with vendors and IT.
* Complete 40+ hours of CPE annually and attend required trainings.

Vibe

* Act like you own it.
* Keep the clients happy.
* Keep the team sharp.
* Keep the numbers right.

Skills:

4+ years of strong tax experience
Certified Public Accountant (CPA) or EA designation, or working towards
Experience working with Quickbooks
Excellent communication and interpersonal skills
This is an amazing opportunity to join a growing company.

If this sounds like the type of opportunity you see yourself transitioning into next, call/text. Resumes may be sent confidentially to deborah.paine @gogpac.com.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.