Client Accounting Services (CAS) Department Leader

W3Global; Baraboo (WI); Hybrid; USD 120,000 - 180,000; Full time

Job summary

W3Global is seeking a seasoned Client Accounting Services (CAS) Department Manager in Baraboo, WI. The role leads the CAS practice, scaling service offerings and advising major clients. Expect on-site, hybrid, or remote arrangements based on experience while guiding a high-performing team.

The ideal candidate brings 10+ years in accounting/CAS with 5+ years in leadership, and a proven track record in building scalable CAS models, improving efficiency, and driving growth. CPA preferred.

Qualifications

• 10+ years of experience in accounting and Client Accounting Services (CAS).
• 5+ years in a leadership or senior management role within CAS or outsourced accounting.
• Proven success in building, scaling, or transforming a CAS or outsourced accounting practice.
• Strong knowledge of accounting standards, payroll, bookkeeping, and outsourced accounting services.
• Experience leading teams and managing multiple client engagements.
• Ability to develop scalable processes, service delivery models, and operational standards.
• Strategic planning, problem-solving, and decision-making skills.
• Excellent client relationship management and advisory capabilities.

Responsibilities

• Lead strategy, structure, development, and growth of the CAS practice.
• Oversee client accounting and advisory engagements as trusted advisor to key clients.
• Develop scalable workflows, service standards, and best practices across the department.
• Mentor and develop CAS managers, supervisors, and staff.
• Collaborate on pricing strategies, service offerings, and growth initiatives.
• Ensure high-quality service delivery and compliance with standards.
• Identify opportunities to expand advisory services and client relationships.
• Transform bookkeeping into a comprehensive client advisory model.
• Establish processes and metrics for scalable growth.
• Drive innovation, process improvements, and organizational change.
• Manage multiple client engagements while maintaining quality and satisfaction.

Skills

Strategic leadership

CAS management

Client advisory

Outsourced accounting

Team leadership

Pricing strategy

Process improvement

Financial reporting

Education

CPA license

Job description

Client Accounting Services (CAS) Department Manager

• Location: Baraboo, WI (Other office locations may be considered)
• Job Type: Full-Time
• Work Arrangement: On-Site, Hybrid, or Remote, depending on experience
• Experience: 10+ years in accounting and Client Accounting Services

About Our Client

Our Client is an established accounting, tax, and advisory firm providing financial and business advisory services to clients across multiple industries. The firm is focused on expanding its Client Accounting Services (CAS) practice and evolving traditional bookkeeping services into a comprehensive, advisory-focused model.

Position Overview

Our Client is seeking an experienced Client Accounting Services (CAS) Department Manager to lead, develop, and scale its CAS practice. This senior leadership position is responsible for establishing scalable processes, developing service offerings, managing client advisory engagements, and building a high-performing team. The successful candidate will partner with firm leadership to drive strategic growth, improve operational efficiency, and deliver high-quality accounting and advisory services.

Key Responsibilities

• Lead the strategy, structure, development, and growth of the CAS practice.
• Oversee client accounting and advisory engagements and serve as a trusted advisor to key clients.
• Develop scalable workflows, service standards, policies, and best practices across the department.
• Lead, mentor, and develop CAS managers, supervisors, and accounting team members.
• Collaborate with firm leadership on pricing strategies, service offerings, and business growth initiatives.
• Ensure high-quality service delivery, compliance with accounting standards, and operational efficiency.
• Identify opportunities to expand advisory services and improve existing client relationships.
• Transform traditional bookkeeping services into a comprehensive client advisory model.
• Establish processes and performance measures to support consistent service delivery and scalable growth.
• Drive innovation, process improvements, and organizational change within the department.
• Manage multiple client engagements while maintaining service quality and client satisfaction.
• Support the long-term strategic direction and growth of the firm’s accounting services.

Required Qualifications

• At least 10 years of experience in accounting and Client Accounting Services.
• At least 5 years of experience in a leadership or senior management role within CAS or outsourced accounting.
• Proven experience building, scaling, or transforming a CAS, bookkeeping, or outsourced accounting practice.
• Strong knowledge of accounting standards, payroll, bookkeeping, and outsourced accounting services.
• Demonstrated experience leading teams and managing multiple client engagements.
• Ability to develop scalable processes, service delivery models, and operational standards.
• Strong strategic planning, problem-solving, and decision-making skills.
• Excellent client relationship management and advisory capabilities.
• Ability to collaborate with senior leadership and drive business growth.

Preferred Qualifications

• CPA license or a similar professional accounting certification.
• Experience developing and implementing client advisory service offerings.
• Experience with accounting technology, workflow automation, and process improvement.
• Entrepreneurial mindset with a track record of driving organizational growth and innovation.

Key Skills

• Strategic Leadership and Business Development
• Client Accounting Services (CAS) Management
• Client Advisory and Relationship Management
• Outsourced Accounting
• Practice Development and Scaling
• Team Leadership and Mentorship
• Accounting Operations and Process Improvement
• Pricing Strategy and Service Development
• Change Management and Innovation
• Financial Reporting, Payroll, and Accounting Compliance

Work Arrangement and Travel

• Full-time position.
• On-site, hybrid, or remote work arrangements may be available depending on experience.
• Periodic business travel is required, approximately 6-8 times per year.

Compensation and Career Opportunities

Compensation details are not specified in the available job description.

• Opportunity to build and lead a CAS practice with support from firm leadership.
• High-impact leadership role with visibility across the organization.
• Collaborative and entrepreneurial work environment.
• Opportunity to shape service offerings, processes, and team structure.
• Long-term career growth and advancement opportunities.

Ideal Candidate Profile

The ideal candidate is a senior accounting and CAS leader with substantial experience developing accounting service practices, leading teams, and advising clients. This individual combines strategic thinking with operational expertise and has a proven ability to build scalable service models, strengthen client relationships, and drive sustainable business growth.