Client Advisory Services (CAS) Manager

About the role

Join Our Client Advisory Services (CAS) Team as a Manager at Olsen Thielen! Are you an experienced Client Advisory Services professional ready to lead client relationships, coordinate team delivery, and make a meaningful impact? Olsen Thielen & Co., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is seeking a forward-thinking, motivated CAS Manager to help lead our Client Advisory Services team. This role offers an opportunity to advance your career in a culture of integrity, independence, continuous improvement, and professional excellence while owning the full life cycle of assigned client relationships.

Why Olsen Thielen? A Tradition of Excellence: With a century-long legacy, our firm stands on the pillars of integrity, independence, continuous improvement, and professional excellence. People First: We believe our staff is our greatest asset. We're committed to recruiting and nurturing top talent, ensuring each team member achieves their full potential through comprehensive professional development resources. Innovative Growth: We offer a supportive environment where you're encouraged to be curious, grow, innovate, and excel in your career alongside a firm that values your leadership and partnership.

Responsibilities

• Serve as the primary relationship owner for assigned CAS clients, including routine communication, expectation setting, issue resolution, and proactive client service.
• Plan, assign, and oversee client work across the team to meet deadlines, budgets, quality standards, and service commitments, including overseeing and assisting with complex journal entries, detailed asset listings, and comprehensive reconciliations to ensure accuracy and reliability.
• Oversee payroll preparation and review processes including compliance forms (e.g., Forms 940, 941, 944) and annual reporting forms (e.g., W-2, W-3, 1099, 1096), demonstrating precision and adherence to regulatory standards.
• Review deliverables and monitor workflow by identifying capacity concerns, coordinating staff support, and ensuring records of financial transactions and client reporting are maintained accurately.
• Manage the full life cycle of client work from onboarding and recurring service delivery through transition planning, issue resolution, and ongoing relationship management.
• Maintain scope and realization awareness by monitoring pricing concerns, budget performance, staffing needs, client transition issues, and internal resource requirements.
• Coach and develop Senior Accountants and Accountants while helping build consistency across CAS processes, communication standards, and deliverables.
• Escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal in