CAAS Manager (Client Accounting and Advisory Services)

Lucas Horsfall•Pasadena, CA

4d•$125,000 - $165,000•Hybrid

About The Position

At Lucas Horsfall, a CAAS Manager is responsible for the client relationship of our mid-to-large-sized entities, advising clients on appropriate financial and visionary strategies. The firm also encourages managers to take ownership of their career, tailoring their career growth, direction, and progression to accommodate shifts and changes in their personal lives. This position will mentor, train, and develop staff and seniors. The CAAS Manager is expected to play an active role in business development efforts. A commitment to identifying and cultivating new client opportunities is a core component of this position and will be reflected in the employee's annual performance scorecard. The role will be achieved in a hybrid environment out of our Pasadena, CA office.

Requirements

5+ years of public accounting experience.
2+ years of experience training and supervising staff.
Must have prior experience working with clients across various industries, including, but not limited to, manufacturing, nonprofit organizations, and SaaS (Software as a Service) companies. The ability to understand and navigate the unique accounting, compliance, and advisory needs of each sector is essential to success in this role.
Proficiency across multiple accounting platforms including QuickBooks Online, Bill.com, NetSuite, and similar tools.
BA/BS degree in accounting or equivalent from an accredited university.
Licensed and currently active CPA.
Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner.

Nice To Haves

Master’s degree in accounting or equivalent.
Prior CAAS background. The ideal candidate will come from an established Accounting and Advisory Services department.
Experience building and growing an offshore team.

Responsibilities

Set the vision for the monthly close process to happen timely, mitigate situations when factors come up to stall or delay, and ensure a monthly close deliverable is achieved by committing to month-end meetings with all clients.
Follow through and take ownership of correspondence with clients, staff, and partners.
Drive departmental growth and contribute meaningfully to high-level decision making across the practice.
Commitment to actively train, develop, and mentor staff and seniors.
Provide advisory and technical expertise in delivery of tax services to clients, purchasing accounting, including M&A transaction support, and comprehensive payroll advisory services, including payroll tax preparation and the research necessary to ensure compliance and accuracy.
Understanding of the internal control environment necessary on a client and advise where weaknesses or strengths are present.
Function as a liaison, leading a client through a financial statement audit to ensure clients are “audit ready” with their year-end close and analysis of key account balances.
Help solidify clients’ visions through budget preparation. Monitor budget versus actual and have active discussions with clients’ regarding variances.