Client Accounting Services (CAS) Department Manager - Portage

Overview

This role leads the Client Accounting Services (CAS) practice, with responsibility for building, leading, and scaling the department. The position supports the organization’s transition from traditional bookkeeping services to a client advisory-focused CAS model.

The role may be based in one of the organization’s 19 office locations, with a hybrid arrangement, 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

• 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.

Work Schedule & Travel

• Full-time position.
• Periodic travel required (approximately 6–8 times per year).
• Work location may be one of the offices, hybrid, or remote, depending on experience.

Location

• 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.