Client Advisory Services (CAS) Manager

SR SNODGRASS PC • Wheeling, WV

1d • Onsite

About The Position

S.R. Snodgrass, P.C. is seeking candidates to work with our Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly account reconciliations and preparing financial statements. We’re looking for individuals with strong leadership skills and a commitment to quality and growth of our CAS practice.

Requirements

• Bachelor’s degree in accounting (preferred), finance, economics, business, or related
• Minimum of 7+ years of related bookkeeping, accounting, and/or financial analysis experience
• 3+ years of experience in a client-facing leadership role, including managing a team and developing/growing the CAS business
• Knowledge and experience with payroll processing and related tax fillings
• Proficient in Microsoft Suite and accounting software (i.e. QuickBooks, Accounting CS, Sage)
• Advanced knowledge of general ledger accounting and principles
• Strong attention to detail and ability to think critically
• Excellent verbal and written communication skills
• Highly organized with good time management skills

Nice To Haves

• Active CPA or CMA strongly preferred

Responsibilities

• Manage and oversee all bookkeeping/payroll engagements serving as the primary client contact and ensuring client deliverables and expectations are consistently met
• Supervise, train, and mentor staff, reviewing workpapers and deliverables for both quality and compliance
• Produce monthly, quarterly, or annual financial statements using cash basis or accrual basis accounting
• Provide guidance and support for complex accounting matters
• Maintain and develop new and existing high-quality client relationships with a focus on excellent customer service
• Continually develop and grow the Client Accounting Services (CAS) practice
• Ability to work independently as well as within a team
• Availability to travel to clients and network events when necessary

Benefits

• competitive pay
• half-day Fridays in the summer
• paid vacation time and holidays
• 401(k) plan with company matching
• life insurance
• short- and long-term disability insurance
• a financial wellness program at no cost to employees
• social and philanthropic opportunities for employees

What This Job Offers

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