Client Accounting Services (CAS) Department Manager

MBE CPAs•Baraboo, WI

About The Position

The Client Accounting Services (CAS) Department Manager is a senior leadership role responsible for building, leading, and scaling the firm’s CAS practice. The role will help evolve the firm from traditional bookkeeping services to a client advisory-focused CAS model. The manager will establish scalable processes, lead the CAS team, oversee client advisory engagements, and partner with firm leadership to support long-term growth and innovation. The position may be based at one of the firm’s 19 office locations, hybrid, or remote, depending on experience. Periodic travel is required, approximately 6–8 times per year.

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.