Client Accounting Services Department Manager (Greater Madison Area)

Overview

This role is a senior leadership position within the Client Accounting Services (CAS) Department, responsible for building, leading, and scaling the CAS practice. The position supports the organization’s evolution from traditional bookkeeping services to a client advisory-focused CAS model.

Locations & Work Model

• Greater Madison office locations: Sun Prairie, WI; Black Earth, WI; Sauk City, WI
• The role may be based in any of the organization’s 19 office locations.
• Hybrid opportunity or 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 firm.
• CPA or similar professional certification preferred.

Work Schedule & Travel

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

Compensation & Benefits

Not specified in the provided job description.

About the Organization

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

Application Instructions

Submit both a cover letter and your resume with your application. Qualified candidates will be contacted for next steps in the interview process.