Client Advisory Services (CAS) Manager

Olsen Thielen & Co., LTD•Roseville, MN

3d•$95,000 - $110,000•Hybrid

About The Position

Join Our Client Advisory Services (CAS) Team as a Manager at Olsen Thielen! Are you an experienced Client Advisory Services professional ready to lead client relationships, coordinate team delivery, and make a meaningful impact? Olsen Thielen & Co., Ltd, a dynamic and progressive firm with over 100 years of history in the Twin Cities (Roseville, MN and Eden Prairie, MN), is seeking a forward-thinking, motivated CAS Manager to help lead our Client Advisory Services team. This role offers an opportunity to advance your career in a culture of integrity, independence, continuous improvement, and professional excellence while owning the full life cycle of assigned client relationships.

Requirements

BA/BS degree in Accounting
7+ years of relevant accounting, client service, or CAS experience preferred
Prior supervisory or team leadership experience strongly preferred
Active CPA license strongly preferred; candidates with significant CAS, accounting, controllership, or client advisory experience may also be considered.
Proficiency in cloud-based accounting systems, including but not limited to QuickBooks online, Bill.com, Sage Intacct, and Microsoft Office Suite.
Experience with Excel advanced functions, Power Query, Power BI, or other reporting/dashboard tools is a plus.
Curiosity and willingness to learn emerging technologies, including responsible use of AI-enabled tools, automation, and analytics to improve client service and team efficiency.
Comfort using technology to analyze financial data, prepare management reports, identify trends, and support client decision-making.
Solid understanding of GAAP principles and bookkeeping practices.
Excellent organization, time-management, and critical thinking skills.
Outstanding interpersonal, leadership, and communication abilities with a client-focused approach and the confidence to manage expectations, resolve issues, and coordinate team delivery.
Detail-oriented, proactive, and adaptable to overtime during busy periods.
Ability to collaborate effectively across a team while independently managing client priorities, budgets, deadlines, and internal resource needs.
Authorized to work in the United States
Willing to travel locally within the Twin Cities metro area.

Nice To Haves

Experience with Excel advanced functions, Power Query, Power BI, or other reporting/dashboard tools is a plus.
Curiosity and willingness to learn emerging technologies, including responsible use of AI-enabled tools, automation, and analytics to improve client service and team efficiency.

Responsibilities

Manage the full life cycle of assigned CAS client relationships, including service delivery, team coordination, deadlines, budgets, and client communication.
Work independently to manage and oversee the work of CAS Accountants and Senior Accountants, ensuring client expectations, quality standards, and service commitments are met.
Maintain strong client relationships, coordinate internal resources, and escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal as appropriate.
Enjoy a flexible work arrangement, with the ability to work remotely, visit client sites as needed, and engage in in-office meetings and training to foster team collaboration and leadership development.
Serve as the primary relationship owner for assigned CAS clients, including routine communication, expectation setting, issue resolution, and proactive client service.
Plan, assign, and oversee client work across the team to meet deadlines, budgets, quality standards, and service commitments.
Oversee and assist with complex journal entries, detailed asset listings, and comprehensive reconciliations to ensure accuracy and reliability.
Oversee and assist with payroll preparation and review processes including compliance forms (e.g., Forms 940, 941, 944) and annual reporting forms (e.g., W-2, W-3, 1099, 1096), demonstrating precision and adherence to regulatory standards.
Review deliverables and monitor workflow by identifying capacity concerns, coordinating staff support, and ensuring records of financial transactions and client reporting are maintained accurately.
Manage the full life cycle of client work from onboarding and recurring service delivery through transition planning, issue resolution, and ongoing relationship management.
Maintain scope and realization awareness by monitoring pricing concerns, budget performance, staffing needs, client transition issues, and internal resource requirements.
Coach and develop Senior Accountants and Accountants while helping build consistency across CAS processes, communication standards, and deliverables.
Escalate strategic, staffing, pricing, or risk matters to the Department Head or Principal in a timely manner, with clear recommendations and relevant context.
Participate in business development activities including proposal support, client expansion discussions, onboarding activities, and relationship-building efforts as appropriate.
Promote secure and professional practices by protecting confidential client information and ensuring appropriate use of accounting, payroll, workflow, and document-sharing systems.