CAS Manager

Position Summary

The CAS Manager will oversee the firm’s Client Accounting Services practice, including outsourced accounting, financial reporting, month-end close processes, advisory services, and client relationship management. This position serves as a trusted advisor to business clients while helping develop internal staff, improve processes, implement technology solutions, and expand the firm’s advisory capabilities.

Key Responsibilities

• Serve as a primary advisor for CAS clients
• Meet regularly with business owners and management teams to discuss financial results and operational performance
• Help clients understand key financial metrics, cash flow trends, and business opportunities
• Identify opportunities to improve client outcomes and expand services
• Oversee monthly, quarterly, and annual accounting engagements
• Review financial statements and supporting workpapers
• Ensure timely and accurate completion of month-end and year-end close processes
• Aid clients with budgeting, forecasting, cash flow planning, and financial analysis
• Supervise, mentor, and develop accounting staff
• Review work and provide coaching and technical guidance
• Aid with workload planning and resource allocation
• Help establish best practices and standardized procedures
• Lead initiatives focused on automation, efficiency, and workflow improvement
• Evaluate and implement accounting technology solutions
• Develop scalable processes that support future growth
• Aid clients with accounting system optimization and reporting enhancements
• Participate in CAS proposals and onboarding of new clients
• Identify opportunities for additional advisory and accounting services
• Support the strategic growth of the firm’s CAS practice

Qualifications

• Bachelor’s degree in accounting or related field
• Five or more years of accounting experience
• Experience in public accounting, outsourced accounting, controllership, or similar leadership roles preferred
• Prior supervisory or management experience preferred
• Strong understanding of financial reporting, accounting systems, and business operations
• Excellent communication, organizational, and analytical skills
• Ability to translate financial information into practical business insights

What We Offer

• Extremely competitive compensation and benefits package
• Unique hourly compensation model that rewards your time and effort
• Medical, dental, and vision insurance
• 401(k) with employer match
• Generous paid time off and holidays
• Professional development opportunities
• Business development and recruiting bonuses
• Supportive and collaborative culture
• Flexible work arrangements
• Opportunity to help shape the future of the firm’s tax practice