Overview
This role involves leading and scaling the Client Accounting Services (CAS) practice, transitioning services from traditional bookkeeping toward a client-advisory-focused CAS model.
The organization is seeking a senior CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner with firm leadership to support long-term growth and innovation.
This position may be based in any of the organization’s 19 office locations as a hybrid role, or filled as a remote position, depending on experience.
Responsibilities
- Lead the strategy, structure, and growth of the CAS practice
- Oversee client advisory engagements and serve as a trusted advisor to key clients
- Build scalable workflows, service standards, and best practices across the CAS department
- Lead, mentor, and develop CAS managers, supervisors, and team members
- Partner with firm leadership on pricing, service offerings, and growth initiatives
- Ensure high-quality service delivery, compliance, and operational efficiency
Required Qualifications
- 10+ years of experience in accounting and Client Accounting Services
- 5+ years in a leadership or senior management role within CAS or outsourced accounting
- Proven experience building, scaling, or transforming a CAS or bookkeeping practice
- Strong knowledge of accounting standards, payroll, and outsourced accounting services
- Experience leading teams and managing multiple client engagements
Preferred Qualifications
- CPA or similar professional certification
Compensation & Benefits
- Not specified in the job description.
Location
- May be based in any of the organization’s 19 office locations (hybrid) or filled as a remote position, depending on experience.
Work Schedule & Travel
- Full-time position
- Periodic travel required (approximately 6–8 times per year)
Application Requirements
- Submit both a cover letter and a resume with your application.