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Client Accounting Services (CAS) Manager

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Client Accounting Services (CAS) Manager

Career Legal

Client Accounting Services (CAS) Manager

Skills

Process ImprovementCompliance

10 days ago

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Important information


Contract type:

Permanent

Salary:

$120,000 – $190,000 / year

Location:

Madison, WI, USA

Work mode:

Remote

Published on:

14 October 2026

What they need


We are partnering with an established public accounting firm seeking a Client Accounting Services (CAS) Department Manager to lead and expand its CAS practice.

This is a senior leadership opportunity for an experienced accounting professional with an entrepreneurial mindset and a proven track record of building, scaling, or transforming a CAS or outsourced accounting practice.

The successful candidate will play a key role in evolving traditional bookkeeping services into a strategic, client advisory-focused offering. Working closely with firm leadership, you will shape the department's strategy, develop scalable processes, lead a high-performing team, and drive long-term growth.

Key Responsibilities

  • Lead the overall strategy, structure, and growth of the Client Accounting Services practice.
  • Oversee client advisory engagements and act as a trusted advisor to key clients.
  • Develop and implement scalable workflows, service standards, and best practices across the department.
  • Lead, mentor, and develop CAS managers, supervisors, and team members.
  • Partner with firm leadership to develop pricing strategies, expand service offerings, and identify growth opportunities.
  • Drive the transition from traditional bookkeeping services to a more strategic, advisory-focused CAS model.
  • Establish efficient processes and scalable service delivery models to support continued growth.
  • Ensure high standards of client service, accounting accuracy, compliance, and operational efficiency.
  • Identify opportunities for innovation, process improvement, and technology adoption.
  • Manage multiple client engagements while ensuring resources and service delivery align with business objectives.

Requirements

  • 10+ years of experience in accounting and Client Accounting Services (CAS).
  • 5+ years of experience in a leadership or senior management role within CAS or outsourced accounting.
  • Proven experience building, scaling, or transforming a CAS, bookkeeping, or outsourced accounting practice.
  • Strong knowledge of accounting standards, payroll, and outsourced accounting services.
  • Demonstrated experience leading teams and managing multiple client engagements.
  • Experience developing processes, service models, and operational strategies to support business growth.
  • Strong client advisory, relationship management, and communication skills.
  • Strategic and entrepreneurial mindset, with the ability to drive change and innovation.
  • CPA certification or a similar professional qualification preferred.

What's on Offer?

  • The opportunity to build and scale a CAS practice with support from firm leadership.
  • A senior leadership position with significant visibility and influence.
  • An entrepreneurial environment that encourages innovation and growth.
  • The ability to shape service offerings, processes, and team structure.
  • Flexible working arrangements, including onsite, hybrid, or fully remote options depending on experience.
  • Opportunities for long-term career progression and increased leadership responsibility.
  • The chance to make a meaningful impact on the firm's strategic direction and future growth.

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