Head of Client Accounting & Advisory Services

MBE CPAs; Dallas (TX); Hybrid; USD 140,000 - 210,000; Full time

Job summary

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice. The role focuses on transforming traditional bookkeeping into a true client advisory CAS model and building scalable processes with a high-performing team.

The ideal candidate has 10+ years in accounting with CAS and 5+ years in leadership, plus CPA certification. Hybrid or remote work options are available based on experience and location.

Qualifications

• 10+ years of experience in accounting and Client Accounting Services.
• 5+ years in a leadership or senior management role within CAS or outsourced accounting.
• Proven experience building, scaling, or transforming a CAS or bookkeeping practice.
• Strong knowledge of accounting standards, payroll, and outsourced accounting services.
• Experience leading teams and managing multiple client engagements.

Responsibilities

• Lead the strategy, structure, and growth of the CAS practice.
• Oversee client advisory engagements and serve as a trusted advisor to key clients.
• Build scalable workflows, service standards, and best practices across the CAS department.
• Lead, mentor, and develop CAS managers, supervisors, and team members.
• Partner with firm leadership on pricing, service offerings, and growth initiatives.
• Ensure high-quality service delivery, compliance, and operational efficiency.

Skills

Strategic leadership

Client advisory

Relationship management

Process improvement

Change management

Team development

Education

CPA or equivalent certification

Job description

MBE CPAs is seeking a Client Accounting Services Department Manager to lead and scale the CAS practice. The role focuses on transforming traditional bookkeeping into a true client advisory CAS model and building scalable processes with a high-performing team.

The ideal candidate has 10+ years in accounting with CAS and 5+ years in leadership, plus CPA certification. Hybrid or remote work options are available based on experience and location.