Accounting Manager – Client Accounting & Advisory Services (CAAS)

Your tasks

• Lead client accounting and advisory engagements from planning through completion
• Serve as a trusted advisor to business owners and executive leadership teams
• Oversee month-end close, account reconciliations, financial reporting, and financial statement preparation
• Support budgeting, forecasting, cash flow planning, and KPI development
• Analyze financial results and translate data into actionable business recommendations
• Identify opportunities to improve accounting processes, reporting, automation, and technology
• Manage multiple client relationships, priorities, deadlines, and engagement budgets
• Coach, mentor, and develop accounting professionals
• Maintain high standards for client service and work quality
• Support client relationship growth and business development initiatives

Requirements

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, or a related field
• 8+ years of progressive accounting, advisory, consulting, or outsourced accounting experience
• Experience managing client relationships and leading accounting engagements
• Strong understanding of financial reporting and month-end close
• Experience with budgeting, forecasting, cash flow analysis, and management reporting
• Strong leadership, communication, and project management skills
• Ability to communicate financial information effectively to business owners and executives
• CPA preferred

What Will Set You Apart

• Experience within Client Accounting Services (CAS), Client Accounting & Advisory Services (CAAS), outsourced accounting, or a similar professional services environment
• Experience providing fractional Controller or CFO-level support
• Strong business acumen and an advisory mindset
• Experience leveraging cloud-based accounting systems, reporting tools, and automation
• Demonstrated success mentoring and developing accounting professionals
• Ability to identify opportunities to improve client operations and financial performance