Client Accounting Services (CAS) Department Manager - Door County

Overview

The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the organization’s Client Accounting Services (CAS) practice. This position supports the transition from traditional bookkeeping services to a client-advisory-focused CAS model.

This role may be based in one of 19 office locations (hybrid) 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.

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 firm.

Preferred Qualifications

• CPA or similar professional certification.

Compensation & Benefits

Not specified.

Location

• One of 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.
• Hybrid opportunity, or remote depending on experience.

Work Schedule & Travel

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