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 of six years in CAS or similar managerial experience
  • Experience in public accounting preferred
  • Demonstrated success in business development
  • Strong leadership and communication skills
  • Deep understanding of GAAP and its practical application
  • Advanced proficiency in QuickBooks Online/Desktop; familiarity with other platforms a plus

Responsibilities

  • Lead the CAS practice to ensure quality, timely service
  • Manage CAS engagements including bookkeeping and compliance
  • Review and approve compilation and preparation engagements
  • Oversee preparation and filing of various taxes
  • Evaluate and improve client accounting systems and controls
  • Enhance CAS processes for efficiency and scalability
  • Assist clients in hiring and supervising accounting staff
  • Develop new CAS business and promote additional firm services
  • Collaborate with marketing on CAS growth strategies
  • Contribute to firm decision-making in management meetings
  • Serve on the Growth Committee for innovation
  • Lead and develop a small CAS team

Benefits

  • Immediate availability for the right candidate
  • Engagement in strategic leadership responsibilities
  • Opportunity to shape CAS growth strategies
  • Collaboration with a firm focused on innovation and expansion
  • Supportive environment for professional development
  • Potential for further team expansion and leadership 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:
Nashville, 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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