Client Accounting Services (CAS) Senior Manager

NorthPoint Search Group

$100K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active CPA license required
  • Minimum six years of managerial experience in CAS or similar fields
  • Proven track record in business development and cross-selling
  • Strong leadership and communication skills
  • Solid understanding of GAAP principles
  • Advanced experience with QuickBooks Online and Desktop
  • Tech-savvy with a focus on process improvement

Responsibilities

  • Lead and grow the CAS practice with a focus on service quality
  • Manage bookkeeping, reporting, and compliance for CAS engagements
  • Review and approve compilation and preparation engagements
  • Oversee tax filings including personal property, payroll, and sales tax
  • Evaluate and recommend improvements for client accounting systems
  • Enhance and streamline CAS processes for scalability
  • Assist clients in hiring and training internal accounting staff
  • Develop new CAS business opportunities and cross-sell firm services
  • Collaborate with marketing to drive CAS growth strategies
  • Participate in firm management and decision-making processes
  • Serve on the firm’s Growth Committee to support innovations
  • Lead and mentor a CAS team with plans for future growth

Benefits

  • Opportunity for professional growth in a leadership position
  • Engagement in strategic decision-making for the firm
  • Collaborative work with marketing and growth committees
  • Support for process improvement initiatives
  • Potential for team expansion and development opportunities
Full Job Description
Client Accounting Services (CAS) Senior Manager
To Apply Now - email your resume to [email protected]

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.

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