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
  • Minimum of six years in CAS or a managerial role
  • Experience in business development and cross-selling
  • Strong leadership and organizational skills
  • Proficient in GAAP and relevant applications
  • Advanced experience with QuickBooks Online/Desktop
  • Tech-savvy with a focus on process improvement

Responsibilities

  • Lead the CAS practice to ensure timely and high-quality service
  • Manage CAS engagements including bookkeeping and compliance tasks
  • Review and approve compilation and preparation engagements
  • Oversee preparation of personal property tax and payroll filings
  • Assess and recommend improvements for client accounting systems
  • Enhance CAS processes for efficiency and scalability
  • Assist clients in hiring and training internal accounting staff
  • Maintain and develop client relationships to expand the client base
  • Collaborate on and execute CAS growth strategies with marketing
  • Participate in firm management meetings and decision-making
  • Serve on the firm's Growth Committee to support innovation
  • Lead and develop a team of three, with plans for future hires

Benefits

  • Immediate availability for the right candidate
  • Ability to play a strategic leadership role
  • Opportunity to lead a growing CAS practice
  • Involvement in the firm's Growth Committee
  • Access to a supportive and innovative firm culture
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:
Chattanooga, TN

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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