Jobs · OTHR

Remote CAS Senior Manager | Independent CPA Firm | Up to $180k + Bonus

LEVELOCITI · United States · 2 days ago
RemoteRemoteOTHRFull-time

About the role

We are one of the largest independently owned CPA and advisory firms in the country, founded over 60 years ago and in growth mode ever since. We have achieved over 20% organic growth in the past two years and have done it without private equity, without merger pressure, and without compromising the culture that has made us a nationally recognized Best Place to Work winner.

Responsibilities

  • Serve as outsourced Controller for a portfolio of small to middle market privately owned clients — owning the full accounting function end-to-end
  • Oversee monthly and quarterly close processes, financial reporting, and general ledger management
  • Review and manage accounts payable, accounts receivable, payroll, and cash management deliverables
  • Deliver financial statements, management reports, and strategic advisory insights directly to business owners and executives
  • Build and maintain strong client relationships — you are their trusted financial partner, not just a service provider
  • Supervise, mentor, and develop CAS seniors and staff
  • Identify opportunities to expand services and deepen client relationships
  • Collaborate with tax, assurance, and advisory teams on comprehensive client engagements

Requirements

  • 7+ years CAS, outsourced accounting, or client advisory services experience at a public accounting firm
  • CPA preferred
  • Strong client-facing advisory skills required — you are comfortable presenting financial results, advising business owners, and owning the client relationship
  • Full-cycle outsourced accounting experience required — Controller-level ownership of 2–5 clients at a time, not one piece of the process for a high volume of clients
  • Diverse experience across small to middle market privately owned businesses — not exclusively HNW individuals
  • QuickBooks proficiency — Online and Desktop preferred; additional accounting software experience a plus
  • Self-directed, detail-oriented, and comfortable working fully remote
  • Must be located in FL, GA, NY, NJ, VA, TX, MO, CT, or CO

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