Client Advisory Services (CAS) Manager - St. Louis Area

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a growing CPA firm in St. Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role.

Responsibilities

• Leading and managing the CAS division, including staff oversight, workflow management, and overall performance
• Partnering with firm leadership on strategic initiatives, growth opportunities, and division KPIs
• Recruiting, mentoring, and developing team members to build a high-performing practice
• Designing and implementing standardized workflows, internal controls, and process improvements
• Overseeing client deliverables including bookkeeping, financial reporting, payroll processing, and controller-level support
• Serving as a senior point of contact for complex client needs and escalations
• Collaborating cross-functionally with financial and advisory teams to support broader client engagements
• Driving adoption of new technology, tools, and scalable systems across the CAS function

Requirements

• 10+ years of public accounting experience within CAS, outsourced accounting, or a related area
• Active CPA license (or ability to obtain reciprocity if needed)
• Proven experience leading teams and managing a department or service line
• Strong background in process improvement, workflow standardization, and operational efficiency
• Advanced proficiency in QuickBooks Online and QuickBooks Desktop
• Excellent communication and client relationship management skills
• Strong analytical, problem-solving, and organizational abilities

Preferred Qualifications

• Experience with Sage Intacct and/or Microsoft Dynamics 365
• Familiarity with cloud-based accounting and practice management tools
• Experience leveraging AI tools (Copilot, Claude, etc.) to improve workflows and efficiency

Benefits

• Competitive compensation based on experience
• Comprehensive benefits package
• Ongoing professional development and continuing education support
• Access to modern accounting technology and AI tools
• High-impact leadership role with visibility to firm leadership
• Strong opportunity for long-term career growth and advancement

Schedule

This role follows a typical public accounting schedule with increased demand during peak periods and a more balanced workload outside of busy times. The firm values efficiency, teamwork, and sustainable workloads to support long-term success.