Overview
A senior leadership role is available for a Client Accounting Services (CAS) Department Manager responsible for building, leading, and scaling a CAS practice. This position focuses on evolving traditional bookkeeping services into a client advisory-focused CAS model. It offers the opportunity to establish scalable processes, lead a high-performing team, and collaborate with firm leadership to drive growth and innovation.
This role can be based in any of 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, with options for hybrid or fully remote work depending on experience.
Responsibilities
- Lead the strategy, structure, and growth of the CAS practice.
- Oversee client advisory engagements and act as a trusted advisor to key clients.
- Develop scalable workflows, service standards, and best practices within the CAS department.
- Lead, mentor, and develop CAS managers, supervisors, and team members.
- Collaborate with firm leadership on pricing, service offerings, and growth initiatives.
- Ensure high-quality service delivery, compliance, and operational efficiency.
Requirements
- Minimum 10 years of experience in accounting and Client Accounting Services.
- At least 5 years in a leadership or senior management role within CAS or outsourced accounting.
- Proven track record of 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
- Strategic and entrepreneurial leadership mindset.
- Strong client advisory and relationship management skills.
- Ability to build processes, teams, and scalable service models.
- Comfortable driving change and innovation within a growing firm.
- CPA or similar professional certification preferred.
Compensation & Benefits
- Full-time position.
- Periodic travel required (approximately 6–8 times per year).
- Opportunity for long-term career growth and upward mobility.
Location
- Position may be based in any of 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.
- Hybrid or remote work options available depending on experience.