Client Accounting Services Department Manager (Tomah)

Overview

This 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-focused CAS model.

The role may be based in one of the organization’s 19 office locations, with a hybrid arrangement, 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 firm.
• CPA or similar professional certification preferred.

Compensation & Benefits

• Not specified.

Location

• Based in one of 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, hybrid or remote depending on experience.

Work Schedule & Travel

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

Application Process

• Submit a cover letter and resume with your application.