CAS Practice Lead: Build & Scale Client Advisory

MBE CPAs; Town of Tomah (WI); Hybrid; USD 120,000 - 190,000; Full time

Job summary

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice. This senior role focuses on transforming traditional bookkeeping into a true client advisory CAS model and building scalable processes with firm leadership support.

The role offers hybrid or remote work possibilities depending on experience, with a vision to grow the practice, drive long-term growth, and deliver high-quality advisory services to key clients.

Qualifications

• 10+ years of accounting and Client Accounting Services experience.
• 5+ years in a leadership or senior management role within CAS or outsourced accounting.
• Proven experience building, scaling, or transforming a CAS or bookkeeping practice.
• Strong knowledge of accounting standards, payroll, and outsourced accounting services.
• Experience leading teams and managing multiple client engagements.

Responsibilities

• Lead the strategy, structure, and growth of the CAS practice.
• Oversee client advisory engagements and serve as a trusted advisor to key clients.
• Build scalable workflows, service standards, and best practices across the CAS department.
• Lead, mentor, and develop CAS managers, supervisors, and team members.
• Partner with firm leadership on pricing, service offerings, and growth initiatives.
• Ensure high-quality service delivery, compliance, and operational efficiency.

Skills

Strategic leadership

Client advisory

Process design

Change management

CPA certification

Education

CPA or equivalent certification

Job description

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice. This senior role focuses on transforming traditional bookkeeping into a true client advisory CAS model and building scalable processes with firm leadership support.

The role offers hybrid or remote work possibilities depending on experience, with a vision to grow the practice, drive long-term growth, and deliver high-quality advisory services to key clients.