CAS Practice Leader: Build & Scale Client Advisory Services

MBE CPAs; Wisconsin Dells (WI); Hybrid; USD 110,000 - 190,000; Full time

Job summary

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice across Wisconsin. This senior role partners with firm leadership to transform traditional bookkeeping into a true client advisory-focused CAS model.

This is a unique opportunity to build scalable processes, mentor CAS managers, and drive growth across multiple offices, with hybrid or remote work possibilities based on experience.

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

Relationship management

Process scalability

Change leadership

CPA certification

Job description

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice across Wisconsin. This senior role partners with firm leadership to transform traditional bookkeeping into a true client advisory-focused CAS model.

This is a unique opportunity to build scalable processes, mentor CAS managers, and drive growth across multiple offices, with hybrid or remote work possibilities based on experience.