Client Accounting & Advisory (CAAS) Manager

Purdy Powers & Company; Maine; On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

401(k) and employer profit sharing retirement plan

Health and dental insurance

Flexible Spending Account (FSA)

Generous paid time off and holiday schedule

Paid, on-site parking

Job summary

A premier accounting and advisory firm in Portland, Maine, is seeking a Client Accounting & Advisory Manager to lead client engagements, mentor staff, and provide strategic insights. The role requires 5-7 years of accounting experience, strong leadership abilities, and proficiency in QuickBooks. This full-time position offers a competitive salary of $95,000-$105,000 and a comprehensive benefits package, including flexible spending options and generous paid time off.

Qualifications

• 5-7+ years of experience in public or private accounting or tax practice, including supervisory experience.
• Demonstrated expertise in accounting principles and business management practices.
• Proven ability to manage multiple priorities and meet tight deadlines.

Responsibilities

• Review accounting prepared by staff for various businesses.
• Supervise and train CAAS associates.
• Consult with clients on accounting issues.
• Prepare and analyze client financial reports.
• Manage new client onboarding and oversee engagement accuracy.

Skills

Leadership

Analytical skills

Client service

Communication

Attention to detail

Organizational abilities

Education

Bachelor’s degree in Accounting or related field

Tools

QuickBooks (Online and Desktop)

BILL

Job description

Client Accounting & Advisory (CAAS) Manager

Purdy Powers & Company – Portland, Maine

Purdy Powers & Company is a premier accounting, tax, and business advisory firm serving mid-size companies throughout Maine and beyond. Our mission is to help clients reach their full potential by delivering services that drive meaningful results.

We are seeking an experienced, strategic Client Accounting & Advisory Services (CAAS) Manager to join our growing team. This full-time role offers an immediate opportunity to lead client accounting engagements, mentor staff, and collaborate directly with business owners to deliver meaningful financial insights and process improvements. The ideal candidate is a hands-on accounting professional with strong leadership, analytical, and client service skills who thrives in a dynamic, team-oriented environment.

Position Summary

The Client Accounting and Advisory Services Manager will work closely with the Accounting Services team to manage, train and develop staff while also providing accounting and business advisory services to our client base.

Essential Duties and Responsibilities

• Review accounting and bookkeeping prepared by staff for corporations, flow-through entities, and sole proprietor businesses.
• Supervise, train, develop, and assess the performance of CAAS associates to support their professional growth.
• Consult with clients on a variety of accounting and business management issues, performing related research to develop effective solutions.
• Provide training and guidance to clients and staff on QuickBooks, BILL, payroll systems, and related accounting software.
• Prepare and analyze client financial reports, including budgets, forecasts, cash flow projections, and profitability models.
• Proactively engage with client management teams to recommend improvements in business processes and procedures.
• Participate in advanced continuing professional education (CPE) to enhance technical expertise and support staff development.
• Develop, document, and maintain CAAS department policies, procedures, and best practices.
• Manage new client onboarding and oversee ongoing client accounting engagements to ensure accuracy and timely delivery of financial information.
• Oversee compliance functions such as annual 1099 reporting, sales tax filings, and quarterly payroll tax submissions.
• Assign projects to staff and monitor workload and progress through the firm’s project tracking systems.
• Advise clients on the firm’s full range of accounting, bookkeeping, and business advisory services.
• Support business development efforts by participating in client calls, preparing fee quotes and proposals, conducting presentations, and managing engagement documentation.
• Build and strengthen client and referral relationships to generate new business opportunities for the firm.
• Assist with billing processes and maintain positive, professional client relationships
• Contribute to additional projects and responsibilities as needed to support team and firm objectives.

Knowledge, Skills, and Abilities

Education

• Bachelor’s degree in Accounting or related field

Experience

• 5-7+ years of experience in public or private accounting or tax practice, including supervisory experience as a manager, controller, or assistant controller
• Demonstrated expertise in accounting principles and business management practices
• Strong analytical, writing, and organizational abilities with attention to detail and accuracy
• Excellent communication skills with the ability to collaborate effectively across all levels of staff, departments, and client relationships
• Highly proficient with QuickBooks (Online and Desktop), BILL, and other payment or project management systems; adaptable to new technologies
• Proven ability to manage multiple priorities, meet tight deadlines, and perform effectively in a fast-paced, high-energy environment
• Strong leadership and people management skills, fostering teamwork and a positive, solutions-oriented attitude

License/Certification

• CPA or CMA preferred, not required

Purdy Powers & Company offers a competitive compensation package and a comprehensive suite of benefits, including:

• Base pay range: $95,000.00/yr - $105,000.00/yr
• 401(k) and employer profit sharing retirement plan
• Health and dental insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options
• Life, short-term, and long-term disability insurance
• Generous paid time off and holiday schedule
• Fridays off in the summer
• Paid, on-site parking

Note: The Equal Employment Opportunity Statement originally present has been reformulated to comply with formatting guidelines. Purdy Powers & Company is an equal opportunity employer and welcomes applications from all candidates who meet the minimum requirements for the position.

Equal Employment Opportunity

Purdy Powers & Company is an equal opportunity employer and welcomes applications from all candidates who meet the minimum requirements for the position.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Industries

• Accounting

This refined description focuses on the CAAS Manager role with clear responsibilities and qualifications while removing unrelated postings and clutter.