CAS Practice Leader — Build & Scale Client Advisory

MBE CPAs; Sturgeon Bay (WI); Hybrid; USD 120,000 - 180,000; Full time

Job summary

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice across multiple offices. This senior role focuses on evolving traditional bookkeeping into a true client advisory-focused CAS model, building scalable processes, and driving long-term growth.

The successful candidate will build the practice from the ground up, mentor CAS leaders, and partner with firm leadership on pricing and service offerings.

Qualifications

• 10+ years of experience in accounting and Client Accounting Services.
• 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

Leadership

Client advisory

Scaling processes

Change management

Education

CPA certification

Job description

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice across multiple offices. This senior role focuses on evolving traditional bookkeeping into a true client advisory-focused CAS model, building scalable processes, and driving long-term growth.

The successful candidate will build the practice from the ground up, mentor CAS leaders, and partner with firm leadership on pricing and service offerings.