Client Advisory Services (CAS) Manager

Client Advisory Services (CAS) Manager
Pittsburgh, PA
$80,000- $120,000

We are seeking an experienced Client Advisory Services (CAS) Manager to lead a growing team that provides outsourced accounting, bookkeeping, payroll, and financial reporting services to a diverse client base. This leadership role is responsible for managing client relationships, overseeing accounting engagements, mentoring staff, and driving operational excellence while delivering exceptional client service.

The ideal candidate is a collaborative leader with strong technical accounting knowledge, excellent communication skills, and a passion for helping clients improve their financial operations.

OVERVIEW OF THE CAS MANAGER ROLE:

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• Serve as the primary point of contact for a portfolio of accounting and advisory clients.
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• Ensure timely, accurate, and high-quality delivery of bookkeeping, payroll, and financial reporting services.
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• Build and maintain strong client relationships through proactive communication and exceptional service.
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• Provide accounting guidance and recommendations to support clients' financial goals.
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• Oversee monthly, quarterly, and annual accounting engagements.
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• Review and prepare financial statements using both cash and accrual basis accounting.
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• Monitor general ledger activity and account reconciliations to ensure accuracy.
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• Assist clients with complex accounting questions and financial reporting needs.
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• Ensure compliance with accounting standards and internal quality expectations.
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• Lead, mentor, and develop a team of accounting professionals.
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• Review work completed by staff and provide coaching and constructive feedback.
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• Delegate assignments while managing workload, priorities, and deadlines.
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• Foster a collaborative, positive, and high-performing team environment.
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• Support the continued growth of the Client Advisory Services practice.
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• Identify opportunities to improve internal processes and increase efficiency.
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• Participate in business development activities and networking opportunities as appropriate.
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• Promote best practices and continuous improvement across client engagements.
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PREFERRED QUALIFICATIONS FOR THE CAS MANAGER:

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• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
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• 7+ years of progressive accounting, bookkeeping, or financial reporting experience.
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• 3+ years of leadership experience managing client relationships and supervising accounting staff.
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• Experience with payroll processing and payroll tax reporting.
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• Strong knowledge of general ledger accounting and financial statement preparation.
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• CPA or CMA designation is strongly preferred.
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• Experience with QuickBooks or similar accounting software.
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• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
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• Excellent analytical, organizational, and problem-solving skills.
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• Strong verbal and written communication abilities.
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• Ability to manage multiple priorities while maintaining exceptional attention to detail.
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