CAS Senior Manager (Hybrid)

Ascend; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Flexible hours

Remote or hybrid options

Job summary

LMC, headquartered in New York City, is seeking a CAS Senior Manager to lead client accounting and advisory services for a portfolio of regional firms. You will oversee general accounting, complex financial statements, cash flow management and auditor coordination, while developing staff and strengthening client relationships.

The role offers flexible hours with remote or hybrid options, and a base salary in a competitive range.

Qualifications

• Bachelor’s Degree with a concentration in Accounting or Finance required.
• CPA preferred.
• 5+ years’ experience in accounting manager or controller role within public accounting.
• 2+ years’ experience managing client relationships.
• Effective verbal and written communication skills.
• Time management and ability to meet deadlines.
• Proven ability to handle confidential information with discretion.
• Available to work additional hours when necessary during tax season.

Responsibilities

• Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
• Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
• Monitor WIP within engagement to ensure that work is being completed within budgeted time period
• Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
• Identify opportunities to cross sell existing clients by partnering with leaders from other service lines

Skills

Client relationship management

Communication skills

Time management

Education

Bachelor’s Degree in Accounting or Finance

CPA preferred

Job description

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About LMC

LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.

LMC is searching for a CAS Senior Manager to join our CFO and Client Account Services Division in our New York City office. Our CFO and CAS team works to develop relationships with business owners to ensure that they have the necessary information to make the right decisions for the growth and profitability of their organization.

What You’ll Do

• Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
• Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
• Monitor WIP within engagement to ensure that work is being completed within budgeted time period
• Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
• Identify opportunities to cross sell existing clients by partnering with leaders from other service lines

Qualifications

• Bachelor’s Degree with a concentration in Accounting or Finance required
• CPA preferred
• 5+ years’ experience in accounting manager or controller role within public accounting
• 2+ years’ experience managing client relationships
• Effective verbal and written communication skills
• Time management and ability to meet deadlines
• Proven ability to handle confidential information with discretion
• Available to work additional hours when necessary during tax season

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $120,000-150,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.