Client Advisory Services (CAS) Accounting Manager

Mowery & Schoenfeld LLC; Lincolnshire (IL); On-site; USD 110,000 - 165,000; Full time

Job summary

Mowery & Schoenfeld, LLC is seeking a CAS Manager to lead accounting and finance functions for a diverse client base in a shared services setup. The role emphasizes CPA credentials, strong client service, and opportunities to optimize processes and technology integrations.

The ideal candidate has 5+ years of experience, a Bachelor's in accounting, and CPA eligibility; M&A accounting experience is a plus. The firm values growth, integrity, and exceptional client outcomes.

Qualifications

• CPA or CPA-eligible required or CPA preferred.
• Bachelor's degree in accounting required; advanced degree a plus.
• Experience with M&A accounting is preferred.
• 5+ years of experience in CAS advisory or similar role.
• Demonstrated analytical, organizational, interpersonal, project management, time management, written and verbal communication skills.

Responsibilities

• Overall day-to-day management of the accounting and finance functions for multiple clients in a shared services environment.
• Review clients’ monthly financial statements and variance analyses.
• Analyze and interpret financial information to provide actionable insights for client management.
• Identify opportunities to enhance clients’ operations and suggest procedural improvements.
• Understand technology stack and drive month-end close efficiencies through added processes and integrations.
• Document repeatable methodologies with tools and templates for future projects.
• Lead initial assessments, implementations, and onboarding of new clients.
• Ensure exceptional client service through process improvements.
• Support business development by generating leads and preparing proposals.

Skills

Analytical skills

Interpersonal skills

Project management

Time management

Written and verbal communication

Education

Bachelor's degree in accounting

CPA or CPA-eligible

Tools

Microsoft Office (Word)

Microsoft Excel

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.