Client Accounting Services (CAS) Department Manager - Phoenix

Overview

The organization is seeking a Client Accounting Services Department Manager to build, lead, and scale its Client Accounting Services (CAS) practice. This senior leadership role focuses on evolving traditional bookkeeping services into a client advisory-focused CAS model.

This position may be based in any of the employer’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.

Requirements

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.

Key skills

• Strategic and entrepreneurial leadership mindset.
• Strong client advisory and relationship management skills.
• Ability to build processes, teams, and scalable service models.
• Comfort driving change and innovation within a growing organization.

Preferred Qualifications

• CPA or similar professional certification.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Any of the employer’s 19 office locations (hybrid available) or remote, depending on experience.
• 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.

Work Schedule & Travel

• Full-time position.
• Periodic travel required (approximately 6–8 times per year).