Client Accounting & Advisory Services (CAAS) Manager
Acgdept
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Benefits offered by this job
Job summary
Qualifications
- Minimum 6 years of experience in public accounting or related professional services.
- At least 3 years of supervisory experience with demonstrated leadership success.
- Proven ability to manage all aspects of complex client engagements.
Responsibilities
- Serve as clients’ trusted advisor on accounting and advisory services.
- Lead staff teams on critical deliverables including financial statements.
- Manage and retain multiple client relationships and engagements.
Skills
Education
Tools
Job description
Florida
Full Time
ACGDEPT stands as a premier professional services advisor to businesses and organizations across the United States. With deep industry expertise spanning accounting, tax, advisory, benefits and insurance, we deliver innovative insights and practical solutions that help clients anticipate market changes and accelerate sustainable growth.
Our accounting services team specializes in delivering comprehensive professional services to businesses and organizations across diverse industries throughout the United States. As a Manager, you’ll have hands‑on opportunities to serve as a trusted advisor to clients while leading high‑performing teams through complex engagements and strategic initiatives.
This role offers immediate impact within our established practice, where every team member’s expertise is valued and career advancement opportunities are abundant. We’re seeking passionate professionals who are committed to delivering exceptional client value and technical excellence while building lasting relationships that drive business growth.
- Serve as clients’ trusted advisor by demonstrating deep knowledge of industry trends, proactively identifying client issues and conflicts, and communicating strategic solution options to both clients and internal teams
- Manage and retain multiple client relationships, engagements, and special projects with a focus on delivering exceptional value
- Develop comprehensive understanding of each client’s organization, procedures, and internal policies to provide tailored guidance
- Participate in new client development initiatives in partnership with upper management, including client meetings, presentations, proposal development, and cross‑service opportunity identification
- Lead staff teams on critical deliverables including financial statements, tax returns, and work papers while ensuring adherence to quality control standards
- Conduct thorough technical and strategic reviews as a member of the final engagement review team
- Develop comprehensive engagement budgets and ensure on‑time delivery within budget parameters
- Manage billing and realization processes for assigned clients, providing clear explanations for any variances
- Consistently meet individual charge hour goals and productivity targets
- Demonstrate advanced technical proficiency in handling all client responsibilities, including knowledge of industry trends, alternatives, and best practices
- Supervise, train, and mentor staff members through effective listening and communication
- Foster a collaborative team environment that supports management decisions and builds positive workplace culture
- Participate in practice development activities that generate new business opportunities and cross‑service initiatives
- Actively contribute to firm growth through client relationship expansion and new business development
- Meet individual cross‑service targets and contribute to overall practice profitability
- Engage in industry networking and thought leadership activities as assigned
Education & Certification
- Bachelor’s degree in Accounting, Finance, or related field
- Active CPA license or equivalent professional certification
- Master’s degree in Accounting, Taxation, or related field preferred
Experience & Skills
- Minimum 6 years of experience in public accounting or related professional services
- At least 3 years of supervisory experience with demonstrated leadership success
- Proven ability to manage all aspects of complex client engagements
- Strong verbal and written communication skills across all organizational levels, both internally and externally
Technical & Travel Requirements
- Proficiency with applicable technology platforms and accounting software
- Ability to travel based on client and business needs
- Demonstrated commitment to professional development and continuing education
Advanced Education
- Master’s degree in Accounting, Taxation, or related field strongly preferred
- Additional professional certifications relevant to public accounting or specialized industries
Technical & Leadership Skills
- Comprehensive knowledge of current accounting standards and regulatory requirements
- Exceptional analytical and presentation capabilities with confident professional presence
- Strong project management and organizational skills with high attention to detail
- Proven ability to excel in fast‑paced, client‑focused environments
Personal Attributes
- Results‑driven mindset with commitment to quality and client satisfaction
- Team player with outstanding verbal and written communication abilities
- Self‑starter with proactive approach and continuous improvement orientation
- Strong business development acumen and relationship‑building skills
Professional Excellence
- Work with diverse clients across multiple industries and service lines
- Opportunity to lead complex engagements and build lasting client relationships
- Direct involvement in business development and practice growth initiatives
- Clear advancement paths within our established practice
- Mentorship from experienced professionals and industry leaders
- Support for continuing education and professional certification maintenance
Dynamic Environment
- Collaborative culture that values technical excellence and client service
- Opportunity to contribute to firm growth and strategic initiatives
- Flexible work arrangements to support professional and personal goals
- Competitive compensation reflecting market leadership
- Full benefits package with professional development support
- Recognition programs that celebrate individual and team achievements
If you are interested in this position, please click the “Apply Now” button below to submit your information.
The qualifications outlined above reflect the necessary knowledge, skills, and abilities required for this role. The successful candidate must be authorized to work on a full‑time basis for any employer in the United States. Local Outsourced Accounting Department is an Equal Opportunity Employer. We consider applicants for all positions regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic as defined by applicable law.
At Local Outsourced Accounting Department, we recognize the importance of your personal information and are committed to safeguarding your data to maintain your trust. We believe in your right to privacy, and we encourage you to review our privacy policy regarding the collection, use, and storage of your personal data. To learn more about our privacy practices, please visit our privacy policy page.
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