What are the responsibilities and job description for the Client Accounting Services (CAS) Manager/Senior Manager position at PBG Financial Services?
PBG Financial Services, PLLC is looking for Manager or Senior Manager to join our growing Consulting/CAS. We are seeking individuals who are passionate about helping clients understand their financial performance, maintain accurate books, and make informed business decisions. You will serve as a trusted advisor—often functioning as a fractional CFO—for a diverse portfolio of clients in a family-oriented, collaborative public accounting firm environment.
Our firm is committed to developing each team member’s potential and providing opportunities for professional growth. You will be responsible for:
Responsibilities
• Managing a portfolio of CAS/consulting clients, serving as their primary relationship owner
• Overseeing clients’ monthly, quarterly, and annual accounting processes to ensure complete, accurate, and timely financial reporting
• Reviewing and advising on bookkeeping, general ledger accuracy, reconciliations, and financial clean-up
• Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions
• Acting as a fractional CFO by supporting forecasting, budgeting, cash flow management, and financial modeling
• Identifying opportunities for process improvements, automation, and enhanced reporting
• Coordinating with tax and audit teams to ensure integrated, seamless client service
• Leading and mentoring junior CAS/consulting staff
• Managing workflow, deadlines, and client expectations while maintaining high service standards
Qualifications
• Bachelor’s degree in Accounting, Finance, or related field
• CPA, CMA, or similar credential preferred
• 5–10 years of experience in public accounting, outsourced accounting, consulting, or controllership roles
• Strong understanding of GAAP, financial reporting, and general ledger operations
• Experience advising small to mid-sized businesses; fractional CFO experience a plus
• Proficiency in QuickBooks Online
• Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders
• Ability to manage multiple client relationships and prioritize deadlines
• Strong analytical skills, judgment, and attention to detail
Compensation & Benefits
• Competitive salary commensurate with experience
• Discretionary performance-based bonuses
• Comprehensive health insurance (medical, dental, vision)
• 401(k) with firm matching
• Paid time off and paid holidays
• Continuing education, CPA support, and professional development opportunities
• A supportive, team-oriented culture with opportunities for long-term career growth
About Us:
PBG Financial Services, PLLC was established as an independent certified public accounting firm over 50 years ago. Our main office is located in Glenview, Illinois, and our team of professionals serves a diverse client base across industries. Unlike large accounting firms that delegate engagement responsibility to staff who may change from year to year, our partners and team members work directly with the same clients annually, building long-term relationships and providing deep, tailored insights into their day-to-day operations.
We are an Equal Opportunity Employer and welcome candidates interested in joining a firm that values independent thinking, collaboration, and professional growth.
