Client Accounting Services Department Manager
On-siteSturgeon Bay, Wisconsin, United States
Job Summary
Lead the strategy, structure, and growth of the Client Accounting Services practice by overseeing client advisory engagements and serving as a trusted advisor to key clients. Build scalable workflows, service standards, and best practices across the department while leading and mentoring managers, supervisors, and team members. Partner with firm leadership on pricing, service offerings, and growth initiatives to evolve the firm from traditional bookkeeping into a client advisory-focused model. Ensure high-quality service delivery, compliance, and operational efficiency. This full-time role requires periodic travel (6–8 times annually) and may be filled in-office, hybrid, or remote.
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
- 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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