Client Advisory Services (CAS) Accounting Manager (Post-Close Acquisition Expertise)

Mowery-; Lincolnshire (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Mowery & Schoenfeld, LLC is seeking an experienced CAS Manager specializing in post-acquisition accounting to lead engagements for privately held clients. You will oversee PPA, NWC true-ups, and post-close system design and reporting, while guiding teams and maintaining GAAP compliance.

Success in this role requires deep technical accounting expertise, project management, and a client-service mindset to smoothly transition acquired entities into clients’ financial reporting environments.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• 5–8+ years of experience in accounting, with significant exposure to M&A, post-close integration, purchase price accounting, or transaction advisory.
• Strong knowledge of U.S. GAAP, including ASC 606
• Experience leading accounting software implementations preferred (e.g., NetSuite, QuickBooks Online, Sage Intacct, Xero, Ramp, Bill.com).
• Proven experience, managing multiple client engagements and delivering high-quality work under tight deadlines.
• Excellent analytical, communication, and client-relationship skills.
• Ability to lead teams, provide mentorship, and manage project timelines and budgets.

Responsibilities

• Lead end-to-end post-close accounting processes for privately held clients following mergers and acquisitions.
• Oversee and prepare accounting schedules, opening balance sheet adjustments, and documentation in accordance with GAAP.
• Manage net working capital (NWC) true-up calculations, analyses, and negotiations in collaboration with buyers, sellers, and internal/external stakeholders.
• Provide technical accounting guidance on issues arising during integration, including revenue recognition, leases, inventory, and equity arrangements.
• Lead or support the implementation of accounting and ERP software for newly acquired entities, ensuring accurate data migration and alignment with client reporting needs.
• Design and document accounting workflows, control processes, and reporting structures to support scalable post-close operations.
• Partner with client leadership to identify system gaps and recommend technology solutions that enhance financial reporting efficiency.
• Serve as a primary point of contact for clients, delivering high-quality service and proactive communication throughout engagements.
• Translate complex accounting issues into clear, actionable recommendations for non-accounting stakeholders.
• Lead cross-functional collaboration with valuation professionals, auditors, tax advisors, and internal team members.
• Identify opportunities to expand client relationships and support new service offerings related to financial operations.
• Manage, coach, and develop staff and senior accountants supporting engagement work.
• Review and ensure accuracy of deliverables, analyses, and financial statements.
• Contribute to CAS practice development, including methodology enhancement, best-practice documentation, and training initiatives.

Skills

M&A post-close integration

Purchase price accounting

Private company accounting

GAAP knowledge

Client management

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

NetSuite

QuickBooks Online

Sage Intacct

Xero

Ramp

Bill.com

Job description

As an experienced accounting manager specializing in post-acquisition transitions, are you looking for an opportunity to work with a diverse portfolio of private-company clients?

We are seeking an experienced Client Accounting Services (CAS) Manager with deep expertise in post-close acquisition accounting for privately held companies. This role will lead client engagements involving purchase price accounting (PPA), net working capital (NWC) true-ups, post-acquisition accounting system design and software implementations, and post-close accounting. The ideal candidate brings strong technical accounting knowledge, exceptional project management capabilities, and a client-service mindset to help newly acquired businesses transition seamlessly into their post-transaction financial reporting environment.

Post-Close Acquisition Accounting

• Lead end-to-end post-close accounting processes for privately held clients following mergers and acquisitions.

• Oversee and prepare accounting schedules, opening balance sheet adjustments, and documentation in accordance with GAAP.

• Manage net working capital (NWC) true-up calculations, analyses, and negotiations in collaboration with buyers, sellers, and internal/external stakeholders.

• Provide technical accounting guidance on issues arising during integration, including revenue recognition, leases, inventory, and equity arrangements.

Systems & Software Implementation

• Lead or support the implementation of accounting and ERP software for newly acquired entities, ensuring accurate data migration and alignment with client reporting needs.

• Design and document accounting workflows, control processes, and reporting structures to support scalable post-close operations.

• Partner with client leadership to identify system gaps and recommend technology solutions that enhance financial reporting efficiency.

Client Management & Advisory

• Serve as a primary point of contact for clients, delivering high-quality service and proactive communication throughout engagements.

• Translate complex accounting issues into clear, actionable recommendations for non-accounting stakeholders.

• Lead cross-functional collaboration with valuation professionals, auditors, tax advisors, and internal team members.

• Identify opportunities to expand client relationships and support new service offerings related to financial operations.

Team Leadership & Quality Control

• Manage, coach, and develop staff and senior accountants supporting engagement work.

• Review and ensure accuracy of deliverables, analyses, and financial statements.

• Contribute to CAS practice development, including methodology enhancement, best-practice documentation, and training initiatives.

• Bachelor’s degree in Accounting, Finance, or related field required.

• 5–8+ years of experience in accounting, with significant exposure to M&A, post-close integration, purchase price accounting, or transaction advisory.

• Strong knowledge of U.S. GAAP, including ASC 606

• Experience leading accounting software implementations preferred (e.g., NetSuite, QuickBooks Online, Sage Intacct, Xero, Ramp, Bill.com).

• Proven experience, managing multiple client engagements and delivering high-quality work under tight deadlines.

• Excellent analytical, communication, and client-relationship skills.

• Ability to lead teams, provide mentorship, and manage project timelines and budgets.

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 and advisory 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 tax, and business advisory services.

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.

For more information on our benefits, https://www.msllc.com/careers/our-benefits/