Client Accounting Services (CAS) Manager

Career Legal; Madison (WI); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work arrangements

Career progression opportunities

Job summary

Public Accounting Firm is seeking a CAS Department Manager to lead a growing outsourcing and advisory practice in the United States. The role focuses on transforming traditional bookkeeping into strategic client advisory services, shaping departmental strategy with firm leadership, and driving scalable processes for sustained growth.

The candidate will manage a high-performing team, partner with leadership on pricing and service expansion, and promote innovation and efficient service delivery

Qualifications

• 10+ years of accounting and CAS experience.
• 5+ years in leadership or senior management within CAS or outsourced accounting.
• Experience building, scaling, or transforming a CAS or outsourced accounting practice.

Responsibilities

• Lead strategy, structure, and growth of the Client Accounting Services practice.
• Oversee client advisory engagements and act as trusted advisor to key clients.
• Develop scalable workflows, service standards, and best practices across the department.
• Lead and develop CAS managers, supervisors, and team members.

Skills

Leadership

Client advisory

Strategic planning

Process improvement

Education

CPA certification preferred

Job description

We are partnering with an established public accounting firm seeking a Client Accounting Services (CAS) Department Manager to lead and expand its CAS practice.

This is a senior leadership opportunity for an experienced accounting professional with an entrepreneurial mindset and a proven track record of building, scaling, or transforming a CAS or outsourced accounting practice.

The successful candidate will play a key role in evolving traditional bookkeeping services into a strategic, client advisory-focused offering. Working closely with firm leadership, you will shape the department's strategy, develop scalable processes, lead a high-performing team, and drive long-term growth.

Key Responsibilities

• Lead the overall strategy, structure, and growth of the Client Accounting Services practice.
• Oversee client advisory engagements and act as a trusted advisor to key clients.
• Develop and implement scalable workflows, service standards, and best practices across the department.
• Lead, mentor, and develop CAS managers, supervisors, and team members.
• Partner with firm leadership to develop pricing strategies, expand service offerings, and identify growth opportunities.
• Drive the transition from traditional bookkeeping services to a more strategic, advisory-focused CAS model.
• Establish efficient processes and scalable service delivery models to support continued growth.
• Ensure high standards of client service, accounting accuracy, compliance, and operational efficiency.
• Identify opportunities for innovation, process improvement, and technology adoption.
• Manage multiple client engagements while ensuring resources and service delivery align with business objectives.

Requirements

• 10+ years of experience in accounting and Client Accounting Services (CAS).
• 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, and outsourced accounting services.
• Demonstrated experience leading teams and managing multiple client engagements.
• Experience developing processes, service models, and operational strategies to support business growth.
• Strong client advisory, relationship management, and communication skills.
• Strategic and entrepreneurial mindset, with the ability to drive change and innovation.
• CPA certification or a similar professional qualification preferred.

What's on Offer?

• The opportunity to build and scale a CAS practice with support from firm leadership.
• A senior leadership position with significant visibility and influence.
• An entrepreneurial environment that encourages innovation and growth.
• The ability to shape service offerings, processes, and team structure.
• Flexible working arrangements, including onsite, hybrid, or fully remote options depending on experience.
• Opportunities for long-term career progression and increased leadership responsibility.
• The chance to make a meaningful impact on the firm's strategic direction and future growth.