Client Accounting Services (CAS) Senior Manager

NorthPoint Search Group•Atlanta, GA

15d

About The Position

We are seeking an experienced Client Accounting Services (CAS) Senior Manager to lead and expand our CAS practice. This leadership role oversees all aspects of client accounting services with a focus on exceptional delivery, strategic growth, and alignment with broader firm objectives.

Requirements

Active CPA license (required)
At least six years of CAS or similar managerial experience, preferably in public accounting
Proven success in business development and cross-selling services
Strong leadership, organizational, and communication skills
Solid understanding of GAAP and its practical application
Advanced QuickBooks Online/Desktop experience; additional platforms a plus
Tech-savvy, forward-thinking, and process-improvement oriented

Responsibilities

Lead the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards.
Manage CAS engagements, including bookkeeping, reporting, and compliance.
Review and sign off on compilation and preparation engagements.
Oversee preparation of personal property tax, payroll, and sales tax filings.
Evaluate client accounting systems and internal controls, recommend improvements, and support implementation.
Continuously assess and enhance CAS processes for efficiency and scalability.
Assist clients with hiring, training, and supervising internal accounting personnel.
Maintain strong client relationships and support efforts to expand the client base.
Develop new CAS business and cross-sell additional firm services.
Partner with marketing leadership to shape and execute CAS growth strategies.
Participate in firm management meetings and contribute to decision-making.
Serve on the firm’s Growth Committee, supporting innovation and expansion.
Lead and develop the CAS team of three staff members, with additional hires planned.