Client Accounting & Advisory Services (CAAS) Manager

Full-time candidates with 10+ years of experience for an available Client Accounting & Advisory Services (CAAS) Manager position.

This position will require close alignment with firm leadership as we continue to grow and

establish this key service area. The ideal candidate will have extensive experience in

accounting, a passion for client service, and the leadership skills to drive growth and

innovation.

As the head of the CAAS team, your role will involve strategic planning, client relationship

management, team leadership, and business development. You will be responsible for

building, managing, and expanding the accounting and advisory services that we offer our

clients. It will be your responsibility to oversee the team, ensuring that it operates efficiently

and profitably, and provides exceptional client service.

If you are a results-driven accounting professional with a passion for client service and a

desire to lead a growing practice, we encourage you to apply for this exciting leadership

role at Client. Join us in delivering exceptional CAAS services and driving our firmâ s success.

Responsibilities Include:

Oversees the daily operations of the Client Accounting & Advisory Services practice

Develops and implements strategies to improve efficiency and profitability

Monitors performance metrics and manages practice financials

Builds and maintains strong relationships with clients

Ensures that clients receive high-quality accounting and financial services

Identifies opportunities to expand services to existing clients

Leads, mentors, and manages a team of accounting professionals

Provides training and development opportunities for team members

Fosters a collaborative and positive work environment

Identifies and pursues new business opportunities

Develops proposals and presentations for prospective clients

Collaborates with the marketing team to enhance practice visibility

Ensures compliance with accounting standards, regulations, and firm policies

Maintains high standards of quality in all client deliverables

Preferred Qualifications Include:

Bachelorâ s degree in accounting, finance, or a related field required. Masterâ s degree

preferred

10+ years of experience in accounting or financial services, including leadership roles.

Experience in CAAS field preferred

Strong knowledge of accounting principles and financial reporting standards

Proven track record in managing teams and leading accounting practices.

Excellent client relationship management skills

Strong business development and sales acumen

Exceptional communication and interpersonal skills

Proficient in accounting software and technology

CPA certification preferred

Experience with process improvement and change management preferred

Familiarity with QuickBooks Online and other cloud-based accounting solutions

Preferred