Client Accounting Services (CAS) Senior Manager

Confidential Employer; Birmingham (AL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Leadership-level benefits

Job summary

Confidential Employer in Birmingham, AL seeks an experienced Client Accounting Services (CAS) Senior Manager to lead and grow the CAS practice, ensuring exceptional delivery, strategic growth, and alignment with firm objectives.

You will manage CAS engagements, supervise a three-person team, review compilations and prep work, and oversee payroll, property tax, sales tax filings, and internal controls improvements.

Qualifications

• Active CPA license required.
• At least six years in CAS or similar managerial role.
• Proven success in business development and cross-selling.
• Strong leadership, organizational and communication skills.
• Solid understanding of GAAP and its practical use.

Responsibilities

• Lead CAS practice to deliver high-quality service and growth.
• Manage CAS engagements including bookkeeping and reporting.
• Review and sign off on compilation and prep engagements.
• Oversee payroll, personal property tax, and sales tax filings.
• Evaluate client accounting systems and internal controls.
• Improve CAS processes for efficiency and scalability.
• Hire, train, and supervise internal accounting staff.
• Maintain strong client relationships and expand base.
• Develop new CAS business and cross-sell services.
• Partner with marketing to shape CAS growth strategies.
• Participate in firm leadership meetings and growth initiatives.
• Lead the CAS team of three; plan for additional hires.

Skills

Leadership

Team management

Strategic planning

GAAP knowledge

Communication

Relationship management

Education

CPA license (Active)

Tools

QuickBooks Online

QuickBooks Desktop

Job description

Client Accounting Services (CAS) Senior Manager

Who

A seasoned accounting leader with an active CPA and at least six years of CAS or similar managerial experience.

What

Oversee and grow the CAS practice by leading service delivery, managing teams, improving processes, and supporting business development in a confidential firm.

When

This role is available immediately for an experienced professional ready to take on strategic leadership responsibilities.

Where

Birmingham, AL

Why

The firm seeks a forward-thinking leader to elevate client service, strengthen internal processes, and expand CAS offerings.

Office Environment

A collaborative, growth-focused setting where leadership, innovation, and team development are strongly encouraged.

Salary

Competitive compensation commensurate with experience, including salary and leadership-level benefits.

Job Description

We are seeking an experienced Client Accounting Services (CAS) Senior Manager to lead and expand our CAS practice. This leadership role oversees all aspects of client accounting services with a focus on exceptional delivery, strategic growth, and alignment with broader firm objectives.

Responsibilities

• Lead the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards.
• Manage CAS engagements, including bookkeeping, reporting, and compliance.
• Review and sign off on compilation and preparation engagements.
• Oversee preparation of personal property tax, payroll, and sales tax filings.
• Evaluate client accounting systems and internal controls, recommend improvements, and support implementation.
• Continuously assess and enhance CAS processes for efficiency and scalability.
• Assist clients with hiring, training, and supervising internal accounting personnel.
• Maintain strong client relationships and support efforts to expand the client base.
• Develop new CAS business and cross-sell additional firm services.
• Partner with marketing leadership to shape and execute CAS growth strategies.
• Participate in firm management meetings and contribute to decision-making.
• Serve on the firm’s Growth Committee, supporting innovation and expansion.
• Lead and develop the CAS team of three staff members, with additional hires planned.

Requirements

• Active CPA license (required)
• At least six years of CAS or similar managerial experience, preferably in public accounting
• Proven success in business development and cross-selling services
• Strong leadership, organizational, and communication skills
• Solid understanding of GAAP and its practical application
• Advanced QuickBooks Online/Desktop experience; additional platforms a plus
• Tech-savvy, forward-thinking, and process-improvement oriented