Overview
This senior leadership role is responsible for building, leading, and scaling the organization’s Client Accounting Services (CAS) practice and evolving service delivery from traditional bookkeeping into a client advisory-focused CAS model.
The position may be based in any of the organization’s 19 office locations, offered as a hybrid role, 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.
Location
- The role may be based in one of the organization’s 19 office locations, offered as a hybrid opportunity, or filled as a remote position depending on experience.
- 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado.
Work Schedule & Travel
- Full-time position.
- Periodic travel required (approximately 6–8 times per year).