Client Accounting Services (CAS) Manager jobs in United States
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Staff Financial Group · 2 hours ago

Client Accounting Services (CAS) Manager

Staff Financial Group is a growing CPA firm seeking a detail-oriented and client-focused Client Accounting Services Manager. The CAS Manager will oversee day-to-day accounting services for a portfolio of small to mid-sized business clients, ensuring accurate financial reporting, compliance, and exceptional client service.

B2BFinancial ServicesHuman ResourcesInsurance
Hiring Manager
Gus Cawley, CPA
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Responsibilities

Manage client accounting services, including transactional processing, general ledger maintenance, bank reconciliations, and financial reporting
Supervise and train staff accountants on write-up procedures and best practices
Serve as primary point of contact for client inquiries and relationship management
Ensure compliance with tax and accounting standards
Identify workflow efficiencies and recommend process improvements
Collaborate with tax and audit teams for year-end reporting and planning

Qualification

Accounting experienceClient relationship managementQuickBooks proficiencyXero proficiencyCPA certificationAnalytical skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting or Finance (CPA preferred)
5+ years of accounting experience, preferably in a public accounting or client services setting
Prior experience managing staff and client relationships
Proficiency with QuickBooks, Xero, or other small business accounting platforms
Strong communication, organizational, and analytical skills

Preferred

CPA preferred

Company

Staff Financial Group

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Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.

Funding

Current Stage
Early Stage

Leadership Team

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Andree Frost
Client Partner/Managing Director Recruiting
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Michael Lanzillotti
Client Partner
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Company data provided by crunchbase