Client Accounting Services (CAS) Department Head / Senior Manager

MBE CPAsVillage of Rib Mountain, WI
7dRemote

About The Position

The Client Accounting Services (CAS) Department Head is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation. This role may be based in any of our 19 office locations or filled as a remote position, depending on experience. We'll interview for this role during the traditional CPA firm "opportunity season" with the plan to launch the role in late April-June.

Requirements

  • 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.

Nice To Haves

  • CPA or similar professional certification preferred.

Responsibilities

  • Lead the strategy, structure, and growth of the CAS practice.
  • Oversee client advisory engagements and serve as a trusted advisor to key clients.
  • Build scalable workflows, service standards, and best practices across the CAS department.
  • Lead, mentor, and develop CAS managers, supervisors, and team members.
  • Partner with firm leadership on pricing, service offerings, and growth initiatives.
  • Ensure high-quality service delivery, compliance, and operational efficiency.

Benefits

  • Build a CAS practice from the ground up with firm leadership support.
  • High-impact leadership role with visibility and influence.
  • Entrepreneurial firm culture that values innovation and growth.
  • Opportunity to shape services, processes, and team structure.
  • Long-term career growth and upward mobility within the firm.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service