Our Client Accounting Services (CAS) department provides comprehensive back-office accounting support for businesses and high-net-worth individuals. We specialize in the preparation of financial statements, including balance sheets, profit & loss statements, and cash flow reports.
Our CAS offerings include (but are not limited to):· Accounting software training
· Bookkeeping
· Controller services
· Cash flow projections
· Financial document preparation
· Data analytics
· Electronic bill processing & payments
· Financial reporting
· Outsourced CFO services
· Accounts payable and receivable management
Position Summary: CAS Accounting ManagerThe CAS Accountant plays a key leadership role in delivering high-quality accounting services to our clients. This solution-oriented professional will oversee client engagements, review work prepared by team members, meet directly with clients, assist in annual evaluations, and perform other management duties as assigned.
Key Responsibilities:· Lead and manage multiple client engagements
· Review of financial statements and accounting work
· Provide strategic guidance and actionable insights to clients
· Support and mentor team members
· Ensure timely and accurate delivery of services
· Collaborate with internal departments to enhance client experience
Ideal Candidate Attributes:· Strong, supportive communicator
· Ability to manage multiple projects in a fast-paced environment
· Proficiency in accounting software and systems
· Deep understanding of general ledger accounting and financial statement preparation
Qualifications:· Bachelor’s degree in accounting (required)
· Minimum 3 years of accounting experience, preferably with multiple clients
· Strong knowledge of GAAP
· Advanced Excel skills (Word & PowerPoint preferred)
· Experience with QuickBooks Online/Desktop; Great Plains/MS Dynamics a plus
· Familiarity with Bill.com or similar platforms
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