CAS Senior Manager

Position Summary

Your Impact (Essential Duties):

• Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses.
• Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs.
• Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making.
• Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness.
• Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis.
• Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters.
• Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture.
• Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks.
• Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value.
• Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies.
• Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping.
• Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions.
• Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing.
• Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Background

• 8+ years of experience in general accounting.
• CPA license or eligible (preferred).
• Bachelor’s degree in accounting or related field.
• Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types.
• Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools.
• Advanced proficiency with accounting software platforms and related reporting or workflow tools.
• Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles.
• Exceptional leadership and people development skills, with experience guiding high-performing teams across multiple engagements.
• Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels.
• High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals.
• Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines.
• Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations.
• Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making.
• Commitment to continuous learning and professional development, both for self and team.

Compensation

Compensation range for this role is $135,000 - $185,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break (December 24 – January 1).
• Paid parental leave (available after one year of service).
• Mentorship and career development programs.
• CPA exam support to help you succeed on the path to licensure.
• Firm-sponsored events and spontaneous team activities.
• Celebrations to mark milestones like the end of busy season and the holidays.

Why Choose Us?

We’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.