Client Advisory Services (CAS) Manager - St. Louis Area
About The Position
Workforce Solutions is partnering with a growing CPA firm in St. Louis, Missouri, to find a Client Advisory Services (CAS) Manager. This is an onsite leadership role responsible for overseeing and growing the firm's CAS division. The CAS Manager will drive operational excellence, manage client relationships, and deliver high-quality outsourced accounting services. This critical role involves leading the CAS division, partnering with firm leadership on strategic initiatives, recruiting and developing team members, designing and implementing standardized workflows, overseeing client deliverables (bookkeeping, financial reporting, payroll, controller support), serving as a senior client contact, collaborating with other teams, and driving the adoption of new technology.
Requirements
- 10+ years of public accounting experience within CAS, outsourced accounting, or a related area
- Active CPA license (or ability to obtain reciprocity if needed)
- Proven experience leading teams and managing a department or service line
- Strong background in process improvement, workflow standardization, and operational efficiency
- Advanced proficiency in QuickBooks Online and QuickBooks Desktop
- Excellent communication and client relationship management skills
- Strong analytical, problem-solving, and organizational abilities
Nice To Haves
- Experience with Sage Intacct and/or Microsoft Dynamics 365
- Familiarity with cloud-based accounting and practice management tools
- Experience leveraging AI tools (Copilot, Claude, etc.) to improve workflows and efficiency
Responsibilities
- Leading and managing the CAS division, including staff oversight, workflow management, and overall performance
- Partnering with firm leadership on strategic initiatives, growth opportunities, and division KPIs
- Recruiting, mentoring, and developing team members to build a high-performing practice
- Designing and implementing standardized workflows, internal controls, and process improvements
- Overseeing client deliverables including bookkeeping, financial reporting, payroll processing, and controller-level support
- Serving as a senior point of contact for complex client needs and escalations
- Collaborating cross-functionally with financial and advisory teams to support broader client engagements
- Driving adoption of new technology, tools, and scalable systems across the CAS function
Benefits
- Opportunity to shape and grow a key service line
- Collaborative team culture
- Strong investment in innovation and technology
- Competitive compensation based on experience
- Comprehensive benefits package
- Ongoing professional development and continuing education support
- Access to modern accounting technology and AI tools
- High-impact leadership role with visibility to firm leadership
- Strong opportunity for long-term career growth and advancement
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
