Client Accounting Services Department Leader (Fort Atkinson)

Overview

This role involves leading and scaling the Client Accounting Services (CAS) practice. The Client Accounting Services Department Manager is responsible for building a client advisory-focused CAS model, evolving services beyond traditional bookkeeping, and partnering with firm leadership to support long-term growth and innovation.

The position may be based in any of the employer’s 19 office locations and can be hybrid or remote, 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

• May be based in any of the employer’s 19 office locations.
• Role may be hybrid or remote, depending on experience.
• Offices are in Wisconsin, Arizona, Nebraska, and Colorado.

Work Schedule & Travel

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

Application Requirements

• Submit both a cover letter and your resume with your application.