Client Advisory Services (CAS) Manager

Responsibilities

• Manage and oversee all bookkeeping/payroll engagements serving as the primary client contact and ensuring client deliverables and expectations are consistently met
• Supervise, train, and mentor staff, reviewing workpapers and deliverables for both quality and compliance
• Produce monthly, quarterly, or annual financial statements using cash basis or accrual basis accounting
• Provide guidance and support for complex accounting matters
• Maintain and develop new and existing high-quality client relationships with a focus on excellent customer service
• Continually develop and grow the Client Accounting Services (CAS) practice

Requirements

• Absolutely no experience required

Qualifications

• Bachelor’s degree in accounting (preferred), finance, economics, business, or related
• Minimum of 7+ years of related bookkeeping, accounting, and/or financial analysis experience
• 3+ years of experience in a client-facing leadership role, including managing a team and developing/growing the CAS business
• Knowledge and experience with payroll processing and related tax fillings
• Active CPA or CMA strongly preferred
• Proficient in Microsoft Suite and accounting software (i.e. QuickBooks, Accounting CS, Sage)
• Advanced knowledge of general ledger accounting and principles
• Strong attention to detail and ability to think critically
• Excellent verbal and written communication skills
• Highly organized with good time management skills

Skills

• Strong leadership skills
• Commitment to quality and growth of our CAS practice

Pay

Competitive pay

Schedule

Based out of our Cranberry Township, PA office with a hybrid schedule after successful training (typically after 90 days)

Benefits

• Half-day Fridays in the summer
• Paid vacation time and holidays
• 401(k) plan with company matching
• Life insurance
• Short- and long-term disability insurance
• Financial wellness program at no cost to employees
• Social and philanthropic opportunities for employees