CAS Manager

The Client Accounting & Advisory Services Manager will lead and oversee complex client accounting engagements, ensuring excellence in day-to-day accounting operations, while maintaining the highest standards of accuracy and compliance. This role drives advanced financial analysis and strategic advisory services, partners with clients as a trusted business advisor, and proactively identifies opportunities to improve financial performance and operational efficiency.

Requirements

• Directly supervise, train, and mentor a team of 3–5 staff members to ensure performance, development, and accountability
• Ensure accurate and timely reporting of all monthly client financial information
• Oversee and review monthly transactional accounting, including accounts payable, accounts receivable, and bank and credit card reconciliations in QuickBooks Online (QBO)
• Oversee payroll processing, including quarterly and annual payroll tax reporting, and ensure timely completion of state and city excise tax filings
• Maintain and optimize each client’s technology stack, recommending and implementing tools to improve efficiency, effectiveness, and overall service value

Benefits

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible schedule, including 4-day work weeks @ 36 weekly hours during off season (April 16 - Dec 31)
• Parental leave
• Employee Assistance Program
• Commitment to professional development