What are the responsibilities and job description for the Client Advisory Services (CAS) Manager position at CFS?
Pittsburgh, PA
$80,000- $120,000
We are seeking an experienced Client Advisory Services (CAS) Manager to lead a growing team that provides outsourced accounting, bookkeeping, payroll, and financial reporting services to a diverse client base. This leadership role is responsible for managing client relationships, overseeing accounting engagements, mentoring staff, and driving operational excellence while delivering exceptional client service.
The ideal candidate is a collaborative leader with strong technical accounting knowledge, excellent communication skills, and a passion for helping clients improve their financial operations.
Overview Of The Cas Manager Role
#ZRCFS
$80,000- $120,000
We are seeking an experienced Client Advisory Services (CAS) Manager to lead a growing team that provides outsourced accounting, bookkeeping, payroll, and financial reporting services to a diverse client base. This leadership role is responsible for managing client relationships, overseeing accounting engagements, mentoring staff, and driving operational excellence while delivering exceptional client service.
The ideal candidate is a collaborative leader with strong technical accounting knowledge, excellent communication skills, and a passion for helping clients improve their financial operations.
Overview Of The Cas Manager Role
- Serve as the primary point of contact for a portfolio of accounting and advisory clients.
- Ensure timely, accurate, and high-quality delivery of bookkeeping, payroll, and financial reporting services.
- Build and maintain strong client relationships through proactive communication and exceptional service.
- Provide accounting guidance and recommendations to support clients' financial goals.
- Oversee monthly, quarterly, and annual accounting engagements.
- Review and prepare financial statements using both cash and accrual basis accounting.
- Monitor general ledger activity and account reconciliations to ensure accuracy.
- Assist clients with complex accounting questions and financial reporting needs.
- Ensure compliance with accounting standards and internal quality expectations.
- Lead, mentor, and develop a team of accounting professionals.
- Review work completed by staff and provide coaching and constructive feedback.
- Delegate assignments while managing workload, priorities, and deadlines.
- Foster a collaborative, positive, and high-performing team environment.
- Support the continued growth of the Client Advisory Services practice.
- Identify opportunities to improve internal processes and increase efficiency.
- Participate in business development activities and networking opportunities as appropriate.
- Promote best practices and continuous improvement across client engagements.
- Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
- 7 years of progressive accounting, bookkeeping, or financial reporting experience.
- 3 years of leadership experience managing client relationships and supervising accounting staff.
- Experience with payroll processing and payroll tax reporting.
- Strong knowledge of general ledger accounting and financial statement preparation.
- CPA or CMA designation is strongly preferred.
- Experience with QuickBooks or similar accounting software.
- Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
- Excellent analytical, organizational, and problem-solving skills.
- Strong verbal and written communication abilities.
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
#ZRCFS
Salary : $80,000 - $120,000