Client Advisory Services Lead — Engagement & Growth

Maillie LLP; Limerick (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Job summary

Maillie LLP is seeking a CAS Manager to lead client engagements and deliver high-quality accounting and advisory services to privately held businesses and owners. You will optimize engagement profitability, coordinate with tax, audit, and advisory teams, and drive standardized CAS processes and tech adoption.

You will supervise staff, coach for growth, and build long-term client relationships, while identifying opportunities to broaden services and improve client value.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• CPA or equivalent designation preferred but not required.
• 5+ years of progressive accounting experience, ideally in public accounting or outsourced CAS.
• Prior supervisory or management experience with coaching and staff development.
• Experience with privately held businesses and their owners preferred.
• Proficiency with QuickBooks Online/Desktop and similar platforms.
• Experience with workflow and outsourced accounting technology platforms.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Oversee accounting engagements including GL, AP/AR, payroll, reconciliations, and close processes.
• Review financial statements, journals, and supporting schedules for accuracy.
• Prepare and review client financial statements and management reports.
• Manage multiple engagements ensuring on-time, in-scope, and within-budget delivery.
• Plan engagement workflows, deadlines, staffing, budgets, and realization targets.
• Supervise and develop CAS staff through coaching and feedback.
• Delegate work effectively based on staff experience and client needs.
• Develop client relationships and identify opportunities for advisory services.
• Collaborate with tax, audit, and advisory teams to deliver integrated solutions.

Skills

Analytical

Leadership

Communication

Attention to detail

Education

Bachelor's degree in accounting

CPA or similar designation

Tools

QuickBooks Online

QuickBooks Desktop

Financial Cents

Bill.com

Rightworks Transaction Pro

Job description

Maillie LLP is seeking a CAS Manager to lead client engagements and deliver high-quality accounting and advisory services to privately held businesses and owners. You will optimize engagement profitability, coordinate with tax, audit, and advisory teams, and drive standardized CAS processes and tech adoption.

You will supervise staff, coach for growth, and build long-term client relationships, while identifying opportunities to broaden services and improve client value.