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 is required.
  • Minimum of six years in CAS or comparable managerial role, ideally in public accounting.
  • Demonstrated success in business development and cross-selling services.
  • Strong leadership, organizational, and communication skills essential.
  • Solid grasp of GAAP and its practical applications.
  • Advanced experience with QuickBooks Online/Desktop and familiarity with other platforms is a plus.
  • Tech-savvy and focused on process improvement.

Responsibilities

  • Lead the CAS practice to ensure high-quality service aligns with client needs.
  • Manage CAS engagements, covering bookkeeping, reporting, and compliance activities.
  • Review, sign off on compilation, and oversee preparation engagements for accuracy.
  • Oversee the preparation of personal property tax, payroll, and sales tax filings.
  • Evaluate and recommend improvements for client accounting systems and internal controls.
  • Continuously enhance CAS processes for better efficiency and scalability.
  • Assist clients in hiring, training, and supervising their accounting staff.
  • Foster strong client relationships and promote client base expansion.
  • Develop new CAS business and cross-sell additional services offered by the firm.
  • Collaborate with marketing to execute growth strategies for CAS.
  • Participate in firm management decision-making and contribute to strategic discussions.
  • Serve on the Growth Committee to support firm innovation and expansion efforts.
  • Lead and develop a CAS team, planning for future hires.

Benefits

  • Leadership role with opportunity to shape strategic growth of CAS practice.
  • Immediate availability for experienced candidates seeking to make an impact.
  • Participation in innovative growth initiatives and strategic decision-making.
  • Potential for future team expansion and professional growth opportunities.
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:
Columbus, OH

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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