Overview
A senior leadership role is available for a Client Accounting Services (CAS) Department Manager responsible for building, leading, and scaling a firm's CAS practice. This position focuses on evolving the practice from traditional bookkeeping services into a client advisory-focused CAS model. It offers the opportunity to build the practice from the ground up, establish scalable processes, lead a high-performing team, and collaborate closely with firm leadership to drive long-term growth and innovation.
This role can be based in any of 19 office locations, offered as a hybrid opportunity, or 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 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
- 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 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
- 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.
- 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.
Application Process
Applicants should submit both a cover letter and resume. Qualified candidates will be contacted for next steps in the interview process.