Client Accounting Services (CAS) Senior Manager

Client Accounting Services (CAS) Senior Manager
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who:
A seasoned accounting leader with an active CPA and at least six years of CAS or similar managerial experience.

What:
Oversee and grow the CAS practice by leading service delivery, managing teams, improving processes, and supporting business development in a confidential firm.

When:
This role is available immediately for an experienced professional ready to take on strategic leadership responsibilities.

Where:
Position is based in a professional office environment within a confidential firm location.

Why:
The firm seeks a forward-thinking leader to elevate client service, strengthen internal processes, and expand CAS offerings.

Office Environment:
A collaborative, growth-focused setting where leadership, innovation, and team development are strongly encouraged.

Salary:
Competitive compensation commensurate with experience, including salary and leadership-level benefits.

Job Description
We are seeking an experienced Client Accounting Services (CAS) Senior Manager to lead and expand our CAS practice. This leadership role oversees all aspects of client accounting services with a focus on exceptional delivery, strategic growth, and alignment with broader firm objectives.

Responsibilities:
- Lead the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards.
- Manage CAS engagements, including bookkeeping, reporting, and compliance.
- Review and sign off on compilation and preparation engagements.
- Oversee preparation of personal property tax, payroll, and sales tax filings.
- Evaluate client accounting systems and internal controls, recommend improvements, and support implementation.
- Continuously assess and enhance CAS processes for efficiency and scalability.
- Assist clients with hiring, training, and supervising internal accounting personnel.
- Maintain strong client relationships and support efforts to expand the client base.
- Develop new CAS business and cross-sell additional firm services.
- Partner with marketing leadership to shape and execute CAS growth strategies.
- Participate in firm management meetings and contribute to decision-making.
- Serve on the firm’s Growth Committee, supporting innovation and expansion.
- Lead and develop the CAS team of three staff members, with additional hires planned.

Requirements:
- Active CPA license (required)
- At least six years of CAS or similar managerial experience, preferably in public accounting
- Proven success in business development and cross-selling services
- Strong leadership, organizational, and communication skills
- Solid understanding of GAAP and its practical application
- Advanced QuickBooks Online/Desktop experience; additional platforms a plus
- Tech-savvy, forward-thinking, and process-improvement oriented

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.