Client Advisory Services (CAS) Accounting Manager
Lead. Mentor. Innovate. Make an Impact.
At Duffy Kruspodin, we're looking for an experienced and motivated Client Advisory Services (CAS) Accounting Manager to join our growing team. This is an exciting opportunity for a collaborative leader who enjoys building strong client relationships, developing high-performing teams, and helping shape the future of our CAS practice.
As a CAS Accounting Manager, you'll serve as a trusted advisor to clients while overseeing complex accounting engagements, mentoring staff, and driving operational excellence. You'll play a key role in enhancing firm processes, developing talent, supporting business growth, and contributing to strategic firm initiatives.
What You'll Do
- Oversee and review complex bookkeeping, accounting, and financial statement engagements.
- Manage client relationships and serve as a trusted accounting advisor.
- Review and analyze: Form 1099 filings, Payroll tax returns, Sales tax returns, Business property statements, and Business licenses
- Provide representation and support during tax audits.
- Conduct technical accounting research and develop solutions for client issues and business challenges.
- Collaborate cross-functionally with the Tax team to support client needs.
- Review financial statements prepared under GAAP, income tax basis, and other special-purpose frameworks.
- Perform general ledger analysis, book-to-tax reconciliations, and accounting procedure reviews.
- Lead, mentor, and develop Supervisors, Seniors, Staff, and Interns.
- Conduct performance evaluations and provide meaningful coaching and feedback.
- Manage workflow distribution, scheduling, and resource allocation to maximize efficiency and service quality.
- Analyze staff utilization and charge-hour performance.
- Assist with engagement management, WIP analysis, and billing recommendations.
- Identify and implement process improvements that enhance efficiency and client experience.
- Participate in management meetings and contribute to firm-wide strategic initiatives.
- Lead client service meetings and strengthen long-term client relationships. Along with supporting business development efforts through networking, community involvement, and marketing initiatives.
- Contribute to the continued growth of the CAS practice and the firm as a whole.
What We're Looking For
- Bachelor's degree in Accounting or related field.
- Active CPA or EA license preferred.
- Demonstrated experience managing accounting engagements and client relationships.
- Previous experience leading and developing accounting professionals.
- Strong understanding of Financial statement preparation and review, GAAP and special-purpose financial reporting frameworks, General ledger analysis, Accounting procedures and internal processes, Book-to-tax reconciliations, Basic tax concepts and compliance requirements
- Experience with accounting and tax software, including: QuickBooks, CFS, Axcess Tax, CCH Engagement, CCH Workstream, Adobe Acrobat, T-Value
- Proficiency in Microsoft Office Suite.
- Exceptional communication and relationship-building skills.
- Strong project management and organizational abilities.
- Ability to mentor, train, and inspire team members.
- Strategic mindset with a focus on continuous improvement.
- Commitment to delivering outstanding client service.
Duffy Kruspodin is an Equal Opportunity Employer and values diversity, inclusion, and belonging in the workplace.