Client Accounting Manager (CAAS)

About the role

The role of a CAAS Manager at Lucas Horsfall involves setting the vision for the monthly close process, driving departmental growth, mentoring, training, and developing staff and seniors. This position requires providing advisory and technical expertise in delivering tax services, purchasing accounting, including M&A transaction support, and comprehensive payroll advisory services.

Responsibilities

• Set the vision for the monthly close process to happen timely, mitigate situations when factors come up to stall or delay, and ensure a monthly close deliverable is achieved by committing to month-end meetings with all clients.
• Follow through and take ownership of correspondence with clients, staff, and partners.
• Drive departmental growth and contribute meaningfully to high-level decision making across the practice.
• Commitment to actively train, develop, and mentor staff and seniors.
• Provide advisory and technical expertise in delivery of tax services to clients, purchasing accounting, including M&A transaction support, and comprehensive payroll advisory services, including payroll tax preparation and the research necessary to ensure compliance and accuracy.
• Understand the internal control environment necessary on a client and advise where weaknesses or strengths are present.
• Function as a liaison, leading a client through a financial statement audit to ensure clients are “audit ready” with their year-end close and analysis of key account balances.
• Help solidify clients’ visions through budget preparation. Monitor budget versus actual and have active discussions with clients’ regarding variances.

Requirements

• 5+ years of public accounting experience.
• 2+ years of experience training and supervising staff.
• Licensed and currently active CPA.
• Prior experience working with clients across various industries, including, but not limited to, manufacturing, nonprofit organizations, and SaaS (Software as a Service) companies.
• Proficiency across multiple accounting platforms including QuickBooks Online, Bill.com, NetSuite, and similar tools.
• BA/BS degree in accounting or equivalent from an accredited university.
• Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner.

Qualifications

• Master’s degree in accounting or equivalent.
• Prior CAAS background.
• The ideal candidate will come from an established Accounting and Advisory Services department.
• Experience building and growing an offshore team.

Benefits

• Great benefits, competitive salary, and tuition reimbursement for advanced education.
• Comprehensive benefits package that supports well-being, health, and ongoing professional growth.
• Flexible PTO, excellent voluntary insurance options, 401(k) matching, discretionary bonus.
• Commitment to professional development.
• Meaningful work that makes a difference in our clients' lives.

Contact

To apply, submit your information in the application section directly below! This will include: Basic contact information, Resume/CV and optional cover letter upload, Work eligibility, credentials, and compensation, Voluntary demographic & self-ID questions. For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com. The pay range for this role is $125,000 - $165,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.