Accounting Manager - Client Advisory Services (CAS)

About the role

Join CPA Tax Team, a premier accounting and advisory firm serving high-net-worth individuals, business owners, and growing enterprises, where a $115,000–$145,000 base salary, flexible work options, and a leadership role shaping our outsourced accounting practice await an experienced CAS professional.

Responsibilities

• Manage a diverse portfolio of CAS client engagements, serving as the primary relationship leader and strategic advisor for outsourced accounting services.
• Review complex bookkeeping files, general ledger reconciliations, book-to-tax adjustments, and financial statement compilations (GAAP and tax-basis reporting).
• Oversee business compliance services, including 1099 filings, sales tax, payroll tax reporting, and local business filings.
• Manage engagement economics—monitoring workflow, billing cycles, work-in-progress (WIP), and team capacity to ensure on-time delivery.
• Mentor, train, and supervise staff and senior associates, fostering their technical skills and professional growth through real-time feedback.
• Collaborate directly with the firm’s Tax practice to ensure seamless integration between client advisory accounting and tax planning/preparation.
• Support practice growth by evaluating prospective client needs, scoping advisory engagements, and onboarding new relationships.

Requirements

• 5+ years of progressive public accounting or outsourced accounting experience, with a focus on Client Advisory Services (CAS) or Client Accounting Services.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license or Enrolled Agent (EA) designation (preferred).
• Deep technical proficiency in QuickBooks Online/Desktop and modern cloud-based accounting ecosystems (e.g., Bill.com, Gusto, CCH suite).
• Proven ability to lead client communications, manage concurrent timelines, and guide business owners on financial operations.

Nice to have

• Prior experience managing a team of accountants or CAS specialists.
• Experience implementing accounting technology, workflow automation, and tech-stack integrations for small-to-midsize businesses.
• Strong background in entity-level tax planning awareness (S-Corps, Partnerships, LLCs).

Pay

• Base salary: $115,000–$145,000 per year depending on experience.

Benefits

• Health & wellness: Comprehensive medical, dental, and vision insurance options.
• Financial & retirement: 401(k) plan with employer matching.
• Work-life balance: Generous paid time off (PTO) program, paid firm holidays, and seasonal flexibility.
• Professional development: 100% firm-paid CPE, professional membership dues, and structured career pathing toward firm leadership.

Schedule

• Location: Southern California (San Diego, Orange County, Los Angeles areas) or Remote / Hybrid options available.
• Employment type: Full-time, permanent.