Role Description
The Client Accounting Services Manager will oversee the delivery of outsourced accounting and advisory services for a portfolio of clients. This role involves managing client relationships, supervising staff, and ensuring high-quality financial reporting while leveraging modern cloud-based accounting tools.
You will work directly with business owners and leadership teams to help them improve financial visibility, streamline processes, and make better decisions.
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Manage a portfolio of CAS clients and serve as the primary point of contact
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Oversee monthly close, financial reporting, and accounting operations for multiple clients
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Review work prepared by staff and senior accountants for accuracy and completeness
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Provide advisory support, including financial analysis, budgeting, and process improvements
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Implement and maintain cloud-based accounting systems and best practices
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Lead, mentor, and develop a team within the CAS practice
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Collaborate with tax and assurance teams when appropriate to support client needs
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Ensure deadlines, service quality, and client expectations are consistently met
Qualifications
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Bachelorβs degree in Accounting or related field
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CPA license preferred but not required
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6+ years of accounting experience, including experience in a public accounting firm
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Experience in Client Accounting Services / outsourced accounting / advisory services
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Strong knowledge of GAAP and financial reporting
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Experience with cloud accounting platforms such as QuickBooks Online, Sage Intacct, or similar
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Proven ability to manage multiple client relationships and deadlines
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Strong communication and leadership skills
Benefits
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Fully Remote Role: Work from anywhere in the U.S. with a firm that has built a strong remote infrastructure and culture.
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Top 100 Firm Platform: Access the resources, technology, and client base of a nationally recognized accounting firm without the bureaucracy of a large national firm.
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Growing Advisory Practice: Be part of a rapidly expanding CAS group where your ideas and leadership will help shape the practice.
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Leadership Opportunity: Manage and mentor a team while working closely with firm leadership and clients.
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Modern Technology Stack: Work with cloud-based accounting platforms and automation tools that improve efficiency and client service.
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Career Growth: Clear path for advancement as the CAS practice continues to scale.
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Competitive Compensation and Benefits: Includes strong base salary, bonus potential, comprehensive benefits, and work-life balance that public accounting professionals are looking for today.