Client Accounting Services (CAS) Department Manager

Overview

This leadership role is responsible for building, leading, and scaling the organization’s Client Accounting Services (CAS) practice. The position focuses on evolving traditional bookkeeping services into a client-advisory-centered CAS model.

The role may be based in any of the organization’s 19 office locations, offered 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

• 10+ years of experience in accounting and Client Accounting Services
• 5+ years of experience 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

• CPA or similar professional certification (preferred)

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

Compensation & Benefits

Not specified in the provided job description.

Location & Work Schedule

• Full-time position
• Periodic travel required (approximately 6–8 times per year)
• Role may be based in one of the organization’s offices, hybrid, or remote depending on experience

Application Requirements

Submit a cover letter and resume with your application.

Additional Firm Information

The organization provides accounting, tax, and advisory services through an expanding affiliate group. There are 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.