Senior Accounting Manager | Lead CAS Team & Client Delivery

Capstone; Bend (OR); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Company-Paid health, dental, vision

Flexible schedule

Life Insurance

Generous PTO

Relocation assistance

Job summary

Capstone is a growing full-service accounting, tax and advisory firm seeking a Senior Accounting Manager to lead client accounting delivery, team development, and process optimization across the CAS practice. You will drive efficiency, ensure compliance, and elevate service quality while managing client relationships.

You will oversee monthly closures, performance evaluations, onboarding of new CAS clients, and ongoing staff training, with a focus on delivering exceptional client experiences and

Qualifications

• 5+ years of accounting and bookkeeping experience in US small businesses (under $20M revenue).
• Minimum 3 years of leadership experience.
• Minimum 2 years of project management with client expectations and staffing assignments.

Responsibilities

• Oversee monthly client accounting closures for accuracy and timeliness.
• Directly manage internal accounting and bookkeeping team, including workload and timelines.
• Conduct performance evaluations and measure staff efficiency and accuracy.
• Review and approve client financial statements before delivery, ensuring quality control.
• Lead onboarding of new CAS clients, including integrations and migrations.
• Implement software changes or improved workflows as needed.
• Maintain proactive client relationships and professional interactions to build trust.
• Lead staff training and ongoing education for accounting personnel.
• Document processes for standard operating procedures.
• Familiarity with QuickBooks Desktop, Xero, and QuickBooks Online.

Skills

Leadership

Team management

Project management

Client relationships

Process improvement

Tools

QuickBooks Online

QuickBooks Desktop

Xero

Microsoft Teams

SharePoint

Outlook

Job description

Capstone is a growing full-service accounting, tax and advisory firm seeking a Senior Accounting Manager to lead client accounting delivery, team development, and process optimization across the CAS practice. You will drive efficiency, ensure compliance, and elevate service quality while managing client relationships.

You will oversee monthly closures, performance evaluations, onboarding of new CAS clients, and ongoing staff training, with a focus on delivering exceptional client experiences and