Client Advisory Services (CAS) Manager

Workforce Solutions, LLC; St. Louis (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Ongoing professional development

Access to modern accounting technology

High-impact leadership role

Job summary

Workforce Solutions in St. Louis, MO is seeking a CAS Manager to lead the Client Advisory Services division for a growing CPA firm.

This onsite leadership role focuses on operational excellence, client relationships, and outsourced accounting services. You will supervise staff, design standardized workflows, drive technology adoption, and deliver bookkeeping, financial reporting, payroll, and controller-level support.

Qualifications

• 10+ years of public accounting experience within CAS, outsourced accounting, or a related area.
• Active CPA license (or ability to obtain reciprocity if needed).
• Proven experience leading teams and managing a department or service line.
• Strong background in process improvement, workflow standardization, and operational efficiency.
• Advanced proficiency in QuickBooks Online and QuickBooks Desktop.
• Excellent communication and client relationship management skills.
• Strong analytical, problem-solving, and organizational abilities.

Responsibilities

• Oversee and grow the CAS division, including staff oversight and workflow management.
• Partner with firm leadership on strategic initiatives, growth opportunities, and KPIs.
• Recruit, mentor, and develop team members to build a high-performing practice.
• Design and implement standardized workflows, internal controls, and process improvements.
• Oversee client deliverables including bookkeeping, financial reporting, payroll, and controller-level support.
• Serve as a senior point of contact for complex client needs and escalations.
• Collaborate cross-functionally with financial and advisory teams.
• Drive adoption of new technology, tools, and scalable systems across CAS.

Skills

CPA license

Leadership experience

Process improvement

Communication skills

Analytical skills

Organizational skills

Client relationship management

Tools

QuickBooks Online

QuickBooks Desktop

Sage Intacct

Microsoft Dynamics 365

Job description

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a growing CPA firm in St. Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role.

What's the role?

The CAS Manager is a senior leadership position responsible for overseeing and growing the firm's Client Advisory Services division. This role plays a critical part in driving operational excellence, managing client relationships, and delivering high-quality outsourced accounting services. This includes:

• Leading and managing the CAS division, including staff oversight, workflow management, and overall performance
• Partnering with firm leadership on strategic initiatives, growth opportunities, and division KPIs
• Recruiting, mentoring, and developing team members to build a high-performing practice
• Designing and implementing standardized workflows, internal controls, and process improvements
• Overseeing client deliverables including bookkeeping, financial reporting, payroll processing, and controller-level support
• Serving as a senior point of contact for complex client needs and escalations
• Collaborating cross-functionally with financial and advisory teams to support broader client engagements
• Driving adoption of new technology, tools, and scalable systems across the CAS function

What experience and skills do I need to be successful?

• 10+ years of public accounting experience within CAS, outsourced accounting, or a related area
• Active CPA license (or ability to obtain reciprocity if needed)
• Proven experience leading teams and managing a department or service line
• Strong background in process improvement, workflow standardization, and operational efficiency
• Advanced proficiency in QuickBooks Online and QuickBooks Desktop
• Excellent communication and client relationship management skills
• Strong analytical, problem-solving, and organizational abilities

Preferred

• Experience with Sage Intacct and/or Microsoft Dynamics 365
• Familiarity with cloud-based accounting and practice management tools
• Experience leveraging AI tools (Copilot, Claude, etc.) to improve workflows and efficiency

Great Perks and Benefits

Some major perks this firm offers include the opportunity to shape and grow a key service line, a collaborative team culture, and strong investment in innovation and technology.

• Competitive compensation based on experience
• Comprehensive benefits package
• Ongoing professional development and continuing education support
• Access to modern accounting technology and AI tools
• High-impact leadership role with visibility to firm leadership
• Strong opportunity for long-term career growth and advancement

What will my schedule look like?

This role follows a typical public accounting schedule with increased demand during peak periods and a more balanced workload outside of busy times. The firm values efficiency, teamwork, and sustainable workloads to support long-term success.

So how can I be considered for these opportunities?

The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.

What else are you hiring for?

See all our openings on our website or reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.