Client Accounting Services Department Manager
On-siteWisconsin Dells, Wisconsin, United States
Job Summary
Lead the strategy, structure, and growth of the Client Accounting Services (CAS) practice, evolving the firm from traditional bookkeeping into a client advisory-focused model. Oversee client advisory engagements as a trusted advisor while building scalable workflows, service standards, and best practices across the department. Lead, mentor, and develop CAS managers, supervisors, and team members; partner with firm leadership on pricing, service offerings, and growth initiatives. Ensure high-quality service delivery, compliance, and operational efficiency. This full-time role requires periodic travel (6–8 times annually) and may be based in one of 19 offices, hybrid, or remote. The firm offers an entrepreneurial culture focused on innovation, long-term growth, and shaping service models.
Required Qualifications
- 10+ years of experience in accounting and Client Accounting Services
- 5+ years in a leadership or senior management role within CAS or outsourced accounting
- Proven experience building, scaling, or transforming a CAS or bookkeeping practice
- Strong knowledge of accounting standards, payroll, and outsourced accounting services
- Experience leading teams and managing multiple client engagements
- Strategic and entrepreneurial leadership mindset
- Strong client advisory and relationship management skills
- Ability to build processes, teams, and scalable service models
- Comfort driving change and innovation within a growing firm
- Periodic travel required (approximately 6–8 times per year)
- Role may be based in one of our offices, hybrid, or remote, depending on experience
Desired Qualifications
- CPA or similar professional certification preferred
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