Client Advisory Services (CAS) Accounting Manager

moweryschoenfeldllc; Lincolnshire (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Mowery & Schoenfeld, LLC in Lincolnshire, IL, is seeking a seasoned CAS Manager to lead multiple client engagements within our CAS Advisory team. You will oversee daily accounting and finance functions, review financial statements, and provide actionable insights to help small-to-mid sized businesses improve performance.

The ideal candidate is CPA or CPA-eligible with 5+ years of experience, strong communication and project management skills, and advanced Excel proficiency.

Qualifications

• Bachelor's degree in accounting required; CPA or CPA-eligible preferred.
• 5+ years of experience in accounting/advisory roles.
• CPA or equivalent work experience highly valued.
• Experience with M&A accounting is a plus.
• Demonstrated analytical, organizational, interpersonal and project management skills.
• Advanced proficiency in Microsoft Office, especially Excel and Word.

Responsibilities

• Oversee day-to-day accounting and finance functions for multiple clients in a shared services setup.
• Review monthly financial statements with variance analyses and actual-to-budget reviews.
• Provide actionable financial insights and decision support to client management.
• Identify process improvements and automation opportunities in client operations.
• Understand and leverage the technology stack to improve month-end close efficiencies and add-on capabilities.
• Document repeatable methodologies and develop tools/templates for future projects.
• Lead initial client assessments, implementations, and onboarding.
• Ensure exceptional client service and accountability.
• Support business development through lead generation, proposals, and presentations.
• Utilize technology to automate internal and client processes for efficiency.

Skills

Analytical skills

Organizational skills

Interpersonal skills

Project management

Time management

Written and verbal communication

Microsoft Office proficiency

Education

Bachelor's degree in accounting

CPA or CPA-eligible

Tools

Microsoft Excel

Microsoft Word

Job description

Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Manager to our growing CAS Advisory team.

The CAS Manager will work closely with our diverse client base to implement best practices within the accounting function for a variety of small-to-medium sized businesses. Former auditorswithin public accounting firms are strongly preferred as their experience and client-facing polish align well with this opportunity!

Key Responsibilities

• Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment.

• Review clients’ monthly financial statements including month-over-month variance analysis and / or actual-to-budget analysis.

• Analyze and interpret financial information for client management and provide actionable insight and decision support.

• Continuously identify opportunities to enhance the clients’ operations and make suggestions for procedural improvements.

• Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month-end close efficiencies.

• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.

• Direct initial assessments, implementations, and onboarding of new clients.

• Be accountable for putting processes in place to ensure exceptional client service.

• Perform business development activities including generating leads in the marketplace, expanding opportunities for existing clients, and preparing presentations and proposals for prospects.

• Leverage technology to automate internal and client processes to improve efficiency.

Our ideal candidate is a certified public accountant (CPA) or is CPA eligible, with at least 5 years of experience. In addition, the role requires:

• Bachelor's degree in accounting required, advanced degree a plus

• CPA or equivalent work experience

• Experience with M&A accounting is preferred

• Demonstrated analytical, organizational, interpersonal, project management, time management, written and verbal communication skills

• Demonstrated ability to provide exceptional client service

• Commitment to continuous learning

• Advanced proficiency in Microsoft Office, particularly Word and Excel

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious

– You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking

– You bring determination and follow-through, especially when it matters most.

Personable

– You build trust naturally—with clients and teammates alike.

Driven

– You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented

– You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships

– not just compliance work

A team of high performers

– not passengers

Clear expectations and accountability

– not ambiguity

Opportunities to grow into leaders

– not static roles

A voice in shaping the firm’s future

– not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.