CAS Manager

WNA CPAs • Charleston, WV

1d • Hybrid

About The Position

WNA CPAs is seeking an experienced accounting professional to lead client accounting and advisory services while working closely with clients and firm leadership across a variety of tax, accounting, and consulting engagements. This is more than a traditional accounting manager role. As our firm continues expanding its advisory and client accounting services, we are looking for someone who enjoys helping business owners make better decisions and improve financial visibility, developing staff, and building scalable systems that drive growth. If you enjoy combining accounting expertise, technology, process improvement, and client advisory work, this may be the opportunity you’ve been looking for.

Requirements

• Bachelor’s degree in accounting or related field
• Five or more years of accounting experience
• Strong understanding of financial reporting, accounting systems, and business operations
• Excellent communication, organizational, and analytical skills
• Ability to translate financial information into practical business insights

Nice To Haves

• Experience in public accounting, outsourced accounting, controllership, or similar leadership roles preferred
• Prior supervisory or management experience preferred

Responsibilities

• Serve as a primary advisor for CAS clients
• Meet regularly with business owners and management teams to discuss financial results and operational performance
• Help clients understand key financial metrics, cash flow trends, and business opportunities
• Identify opportunities to improve client outcomes and expand services
• Oversee monthly, quarterly, and annual accounting engagements
• Review financial statements and supporting workpapers
• Ensure timely and accurate completion of month-end and year-end close processes
• Assist clients with budgeting, forecasting, cash flow planning, and financial analysis
• Supervise, mentor, and develop accounting staff
• Review work and provide coaching and technical guidance
• Assist with workload planning and resource allocation
• Help establish best practices and standardized procedures
• Lead initiatives focused on automation, efficiency, and workflow improvement
• Evaluate and implement accounting technology solutions
• Develop scalable processes that support future growth
• Assist clients with accounting system optimization and reporting enhancements
• Participate in CAS proposals and onboarding of new clients
• Identify opportunities for additional advisory and accounting services
• Support the strategic growth of the firm’s CAS practice

Benefits

• Flexible scheduling that supports work-life balance
• Hybrid work environment
• Significant autonomy and ownership over your work, priorities, and client relationships
• Unique hourly compensation model—get paid for the time you work
• Opportunity to help shape and grow a developing advisory practice
• Direct access to firm leadership and decision-makers
• Meaningful client relationships and advisory work
• Clear opportunities for professional growth and advancement
• Accessible path to partnership
• Extremely competitive compensation and benefits package
• Unique hourly compensation model that rewards your time and effort
• Medical, dental, and vision insurance
• 401(k) with employer match
• Generous paid time off and holidays
• Professional development opportunities
• Business development and recruiting bonuses
• Supportive and collaborative culture
• Flexible work arrangements
• Opportunity to help shape the future of the firm’s tax practice

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level