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 evolution from traditional bookkeeping services into a client advisory-focused CAS model.
This role may be based in any of the organization’s 19 office locations, as a hybrid opportunity, 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
- 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado
- Hybrid and/or remote options may be available depending on experience
Work Schedule & Travel
- Full-time position
- Periodic travel required (approximately 6–8 times per year)