Client Accounting Services Department Manager
On-siteDallas, Texas, 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, build scalable workflows and service standards, and lead, mentor, and develop managers and team members. Partner with firm leadership on pricing, service offerings, and growth initiatives while ensuring high-quality service delivery, compliance, and operational efficiency. This full-time role requires periodic travel of approximately six to eight times per year and may be based in one of 19 office locations or filled remotely depending on experience.
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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