Client Accounting Services Department Manager
On-siteSun Prairie, 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, partnering with firm leadership on pricing, service offerings, and growth initiatives to ensure high-quality service delivery, compliance, and operational efficiency. This full-time role requires periodic travel of 6–8 times annually and may be filled in Sun Prairie, Black Earth, or Sauk City, WI, or 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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