Client Accounting Services Manager

Description

Rodefer Moss is currently seeking a Client Accounting Services (CAS) Manager to join our team!

The CAS Manager serves as a trusted advisor to business clients while overseeing engagements, mentoring team members, and delivering high-quality accounting and advisory services. This role is ideal for a professional who enjoys combining technical accounting expertise with client relationship management and team leadership.

As a CAS Manager, your responsibilities will include:

• Managing a portfolio of client accounting engagements.
• Reviewing financial statements, reconciliations, and accounting work prepared by team members for accuracy and completeness.
• Serving as the primary point of contact for clients and providing proactive financial guidance.
• Overseeing month-end and year-end closing processes for multiple clients.
• Analyzing financial performance and helping clients understand key trends and business metrics.
• Advising clients on accounting processes, internal controls, and operational efficiencies.
• Supervising, mentoring, and developing CAS Associates and Senior Associates.
• Assisting with onboarding new clients and implementing accounting technologies and workflows.
• Managing payroll, sales tax, and other compliance-related engagements as needed.
• Identifying opportunities to expand services and strengthen client relationships.
• Collaborating with firm leadership to support strategic growth initiatives within the CAS practice. 
• Monitoring engagement budgets, timelines, and deliverables to ensure exceptional client service.

Requirements

Education, experience, and skills we're looking for:

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA license preferred.
• 5  years of accounting, outsourced accounting, or client accounting services experience.
• Prior experience supervising or mentoring team members.
• Strong understanding of GAAP, financial reporting, and accounting operations.
• Experience with QuickBooks Online and cloud-based accounting technologies.
• Ability to manage multiple client engagements and competing priorities.
• Excellent project management, communication, and organizational skills.
• Strong analytical and problem-solving abilities.
• Demonstrated ability to build and maintain trusted client relationships.
• Proficiency in Microsoft Office Suite, particularly Excel.

At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!

Notice to Third-Party Agencies

Rodefer Moss does not accept unsolicited resumes from recruiters or agencies. Any staffing agency, person, or entity that submits an unsolicited resume to this site, or to one of our employees, does so with the understanding that the applicant's resume will become the property of Rodefer Moss. Rodefer Moss will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing agency, person, or entity.