Client Advisory Services (CAS) Manager
About The Position
Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a growing CPA firm in St. Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role. The CAS Manager is a senior leadership position responsible for overseeing and growing the firm's Client Advisory Services division. This role plays a critical part in driving operational excellence, managing client relationships, and delivering high-quality outsourced accounting services.
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
- Competitive compensation based on experience
- Comprehensive benefits package
- Ongoing professional development and continuing education support
- Access to modern accounting technology and AI tools
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What This Job Offers
Job Type
Full-time
Career Level
Senior
