Accounting Manager - Client Advisory Services (CAS)

At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

The Client Advisory Services (CAS) Accounting Manager will oversee the preparation and maintenance of financial records by ensuring timely and accurate financial reporting, compliance for a diverse client base, and providing guidance for the team.

This role can be based out of any of our 4 offices - Brookfield, Madison, Lake Geneva or Mequon.

Supervisory Responsibilities:

• Oversee the performance and professional development of a
• team of accounting professionals including staff and senior
• accountants.
• Provide regular coaching, training, and performance
• evaluations to support and engage team members.
• Foster an inclusive and high-performing team environment that
• aligns with the firm’s values.

Duties/Responsibilities:

• Oversee and review client engagements to ensure accuracy and
• compliance with accounting and financial reporting standards.
• Review work prepared by team members to ensure technical
• accuracy and adherence to firm and professional standards.
• Manage client relationships and resolve issues.
• Ensure compliance with local, state, and federal government
• requirements.
• Oversee preparation of firm’s activity reports, financial forecasts,
• and annual budgets.
• Develop and document the firm’s internal accounting procedures.
• Performs other related duties as necessary or assigned.

Required Skills/Abilities:

• Proven management and supervisory skills.
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.
• QuickBooks certified required.
• Working knowledge of payroll rules and processing.
• Proficient in Microsoft Office Suite or similar software.

Education and Experience:

• Bachelor’s degree in Accounting or Business Administration required.
• Eight years or more of related experience required.
• Certified Public Accountant or Enrolled Agent preferred.
• Previous leadership experience.