Client Accounting Services Manager
Client Accounting Services (CAS) Manager Position Overview
The Client Accounting Services (CAS) Manager will lead delivery of outsourced accounting services for a portfolio of clients, ensuring accurate, timely financial reporting and excellent client relationships. This role combines technical accounting expertise with team leadership to oversee month-end close, financial statement preparation, process improvement, and the implementation of accounting technology. The CAS Manager will act as a trusted advisor to clients and internal teams, driving efficiency, compliance, and high-quality service.
Key Responsibilities
- Lead and manage a team of CAS accountants and bookkeepers, providing coaching, performance feedback, and career development.
- Oversee month-end and quarter-end close processes for multiple clients, review journal entries, reconciliations, and financial statements for accuracy and GAAP compliance.
- Prepare, review, and deliver client-ready financial reports, dashboards, and analysis that support client decision-making.
- Serve as the primary client contact for accounting-related matters, build strong relationships, and translate technical accounting issues into clear recommendations.
- Coordinate with tax, audit, and advisory teams to ensure seamless delivery across services and support external reporting and compliance needs.
- Design and implement standardized workflows, internal controls, and KPIs to improve efficiency, quality, and scalability of CAS engagements.
- Drive adoption of accounting systems and automation tools to streamline processes and reduce manual effort.
- Identify client opportunities for process improvement, cost optimization, and value-added advisory services; prepare proposals and estimates as needed.
- Manage project timelines, resource allocation, and billing to meet service-level agreements and profitability targets.
- Stay current on accounting standards, regulatory changes, and best practices, and ensure the team applies these consistently across client engagements.
Qualifications
- Bachelors degree in Accounting, Finance, or related field; advanced degree a plus.
- Certified Public Accountant (CPA) credential preferred; active CPA or working toward certification is strongly valued.
- 5+ years of progressive accounting experience with substantial exposure to Client Accounting Services, outsourced accounting, or public accounting.
- Proven experience managing teams and client relationships in a professional services environment.
- Strong technical accounting knowledge, including GAAP, account reconciliations, journal entries, and financial statement preparation.
- Excellent written and verbal communication skills; ability to present financial information clearly to clients and stakeholders.
- Demonstrated problem-solving skills, attention to detail, and commitment to delivering high-quality service.
- Experience implementing process improvements, internal controls, and scalable workflows.
- Ability to manage multiple client engagements, prioritize tasks, and meet deadlines in a fast-paced environment.
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Jamar Sloley - Executive Recruiter
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.
This job was first posted by CyberCoders on 06/24/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.
Copyright 2026 Everforth, Inc. All rights reserved.
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