CAS Manager

Position Summary

Manage and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities.

Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns.

Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs.

Identify and address material misstatements, inconsistencies, and risks in financial reports.

Provide advisory and financial consulting services to clients, leveraging industry expertise.

Prepare engagement budgets and monitor performance to ensure efficient use of resources.

Foster and develop meaningful client relationships to ensure expectations are clearly defined and met.

Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members.

Research complex accounting issues and present recommendations with supporting documentation.

Communicate effectively with team members and clients to address project statuses and financial concerns.

Participate in training programs and independent learning to maintain and expand technical knowledge.

Demonstrate time management skills to prioritize engagements and ensure timely delivery of work.

Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Your Background

• 5–10 years of experience in general accounting
• CPA license or eligible (preferred)
• Bachelor’s degree in accounting or related field
• Thorough understanding of complex accounting principles, including GAAP and financial reporting frameworks
• Proficiency in learning and using accounting software and related tools
• Strong leadership and communication skills for mentoring teams and managing client relationships
• Excellent organizational skills and attention to detail
• Analytical thinking to identify risks, inconsistencies, and solutions in financial reporting
• High accuracy in mathematical and accounting tasks
• Ability to oversee multiple engagements and ensure compliance with firm procedures
• Proactive problem-solving skills, including leadership in collaborative solution proposals and implementations
• Ability to design and optimize accounting processes to drive efficiency, ensure accuracy, and maintain internal controls
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines