Job Type
Full-time
Description
The CAS Manager serves as a trusted advisor to business clients while overseeing engagements, mentoring team members, and delivering high-quality accounting and advisory services. This role is ideal for a professional who enjoys combining technical accounting expertise with client relationship management and team leadership.
As a CAS Manager, your responsibilities will include:- Managing a portfolio of client accounting engagements.
- Reviewing financial statements, reconciliations, and accounting work prepared by team members for accuracy and completeness.
- Serving as the primary point of contact for clients and providing proactive financial guidance.
- Overseeing month-end and year-end closing processes for multiple clients.
- Analyzing financial performance and helping clients understand key trends and business metrics.
- Advising clients on accounting processes, internal controls, and operational efficiencies.
- Supervising, mentoring, and developing CAS Associates and Senior Associates.
- Assisting with onboarding new clients and implementing accounting technologies and workflows.
- Managing payroll, sales tax, and other compliance-related engagements as needed.
- Identifying opportunities to expand services and strengthen client relationships.
- Collaborating with firm leadership to support strategic growth initiatives within the CAS practice.
- Monitoring engagement budgets, timelines, and deliverables to ensure exceptional client service.
Requirements
Education, experience, and skills we're looking for:- Bachelor's degree in Accounting, Finance, or related field required.
- CPA license preferred.
- 5+ years of accounting, outsourced accounting, or client accounting services experience.
- Prior experience supervising or mentoring team members.
- Strong understanding of GAAP, financial reporting, and accounting operations.
- Experience with QuickBooks Online and cloud-based accounting technologies.
- Ability to manage multiple client engagements and competing priorities.
- Excellent project management, communication, and organizational skills.
- Strong analytical and problem-solving abilities.
- Demonstrated ability to build and maintain trusted client relationships.
- Proficiency in Microsoft Office Suite, particularly Excel.
At Rodefer Moss, the opportunity to grow is in your hands. Our salary and benefits package is extremely competitive. Our team members enjoy a reasonable work week, a paperless work environment, continuing education programs designed to develop you as a professional, bonus and incentive programs, and much more. If you are looking for a supportive, flexible, team-oriented organization where you can thrive and advance at your own pace, look no further!
