Client Accounting Advisory Services (CAAS) Manager

Baker Newman Noyes; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible paid time off program

6-week paid parental leave

401(k) Plan with company match

Health and Dental Insurance

Job summary

A leading advisory firm in Boston is seeking a Client Accounting Advisory Services (CAAS) Manager to deliver strategic financial solutions. You will manage client relationships and lead a team, ensuring high-quality service delivery. Ideal candidates have a Bachelor's degree in accounting and substantial Public Accounting experience. This role offers a hybrid work schedule with excellent benefits including flexible paid time off and various insurance options.

Qualifications

• Seven or more years of Public Accounting experience.
• Three or more years of relative work experience as Controller or equivalent.
• Technical knowledge of relevant accounting software.

Responsibilities

• Deliver strategic financial guidance and customized accounting solutions.
• Lead and support Staff and Seniors, fostering knowledge sharing.
• Identify and capitalize on new business opportunities.

Skills

Client partnership cultivation

GAAP compliance

Reconciliation skills

ERP systems adaptability

Challenge resolution

Team leadership and training

Business opportunity identification

Education

Bachelor’s degree in accounting

Tools

QuickBooks

Sage

NetSuite

Microsoft Excel

Job description

Client Accounting Advisory Services (CAAS) Manager

Join to apply for the Client Accounting Advisory Services (CAAS) Manager role at Baker Newman Noyes

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About The Position
If you're looking for a rewarding opportunity in a professional atmosphere with incredible talent and exciting potential, then Baker Newman Noyes is the place for you. As a Client Accounting Advisory Services (CAAS) Manager you will deliver strategic financial guidance and customized accounting solutions to a diverse portfolio of clients. This role combines technical accounting expertise with leadership and business insight, ensuring high quality service delivery, client satisfaction, and operational excellence. You will play a key role in managing client relationships, identifying growth opportunities, and driving continuous improvement in financial processes and reporting.

Competencies and Position Requirements

• Cultivates and maintains strong client partnerships by gaining a deep understanding of their business, actively listening to their needs, and delivering high quality service
• Completes daily accounting functions, including accounts payable, accounts receivable, payroll, general ledger maintenance and financial close process, all in compliance with GAAP or relevant accounting standards
• Completes detailed account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals)
• Adapts quickly to different industries, ERP systems, and client needs while maintaining high standards of performance
• Proactively resolves challenges, mitigates risks, and ensures timely support for team needs
• Leads and supports Staff and Seniors, fostering knowledge sharing and delivering effective training throughout engagements
• Provides seniors and staff with timely, honest and constructive feedback
• Contributes to special projects including internal audits, due diligence, system selection, and various consulting initiatives
• Identifies and capitalizes on new business opportunities by leveraging industry expertise to offer tailored accounting solutions, build client trust, and expand service offerings

Education And Experience

• Bachelor’s degree in accounting
• Seven or more years of Public Accounting experience
• Three or more years of relative work experience as Controller or equivalent in a Client Accounting & Advisory Department (CAAS)
• Technical knowledge of accounting software (e.g., QuickBooks, Sage, NetSuite, Bill, Ramp, Expensify, Karbon) and other applicable software (e.g., Microsoft Excel, Word, Outlook, etc.)

Work Environment

• Occasional regional client visits
• Ability to work a flexible schedule based on business needs
• Hybrid work schedule
• Supportive and collaborative culture

Benefits

• A flexible paid time off program, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan
• Business-casual office environment

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.