Client Accounting Services (CAS) Senior Manager

NorthPoint Search Group

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active CPA license required
  • Minimum six years of CAS or similar managerial experience in public accounting
  • Demonstrated success in business development and cross-selling services
  • Strong leadership and organizational skills
  • Excellent communication abilities
  • In-depth knowledge of GAAP and its practical application
  • Advanced experience with QuickBooks Online/Desktop, proficiency in additional accounting platforms is a plus

Responsibilities

  • Lead the CAS practice ensuring timely and accurate service delivery
  • Manage CAS engagements, including bookkeeping and compliance
  • Review and approve compilation and preparation engagements
  • Oversee tax filing preparations, including payroll and sales tax
  • Evaluate and improve client accounting systems and internal controls
  • Continuously enhance CAS processes for better efficiency
  • Assist clients in hiring and training internal accounting staff
  • Cultivate strong client relationships and aid client base expansion
  • Develop new CAS business opportunities and promote cross-selling of services
  • Collaborate with marketing to execute growth strategies for CAS
  • Engage in firm management discussions and strategic decision-making
  • Serve on the Growth Committee to drive innovation and business expansion
  • Lead the small CAS team and contribute to its future growth

Benefits

  • Opportunities for professional growth and leadership development
  • Collaborative work environment with a focus on team success
  • Access to innovative tools and technology for enhanced efficiency
  • Participation in strategic firm initiatives and decision-making
  • Support for continuous improvement and process enhancement
Full Job Description
Client Accounting Services (CAS) Senior Manager

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:
Birmingham, AL

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.

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