Client Advisory Services (CAS) Manager

About the role

Olsen Thielen & Co., Ltd is a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN). The firm seeks a forward‑thinking, motivated Client Advisory Services (CAS) Manager to lead client relationships, coordinate team delivery, and make a meaningful impact. This role offers the 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. Olsen Thielen emphasizes a people‑first philosophy, investing in staff development, and fostering innovative growth where curiosity and leadership are encouraged.

Responsibilities

• Manage the full life cycle of assigned CAS client relationships, including service delivery, team coordination, deadlines, budgets, and client communication.
• Work independently to manage and oversee the work of CAS Accountants and Senior Accountants, ensuring client expectations, quality standards, and service commitments are met.
• Maintain strong client relationships, coordinate internal resources, and escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal as appropriate.
• 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.
  • 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