Overview
The Client Accounting Services (CAS) Department Manager is a senior leadership role responsible for building, leading, and scaling the organization’s Client Accounting Services practice. This position supports the evolution from traditional bookkeeping services to a client-advisory-focused CAS model.
The role may be based in one of the employer’s 19 office locations as a hybrid position or filled as a remote role, 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
- CPA or similar professional certification preferred
Compensation & Benefits
Not specified in the job description.
Location
- One of 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado (hybrid option available)
- Remote option may be available depending on experience
Work Schedule & Travel
- Full-time position
- Periodic travel required (approximately 6–8 times per year)