Client Accounting Services (CAS) Department Manager - Sauk City

Overview

The organization is seeking a Client Accounting Services Department Manager to lead, build, and scale the Client Accounting Services (CAS) practice. This senior leadership role focuses on evolving services from traditional bookkeeping into a client advisory-focused CAS model.

This opportunity may be based in any of the organization’s 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

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 provided job description

Location

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

Work Schedule & Travel

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