Client Advisory Services Manager
About The Position
A high-growth professional services firm is seeking a Client Accounting Services (CAS) Manager to lead post-close acquisition accounting engagements for private equity–backed and founder-led businesses. This is a unique chance to shape and grow a rapidly expanding advisory offering focused on helping newly acquired companies transition into scalable, compliant, and tech-enabled financial operations post-deal. In this highly visible role, you’ll drive technical accounting, systems implementation, and advisory engagements—directly supporting CFOs, controllers, and deal teams during one of the most critical phases of a company’s lifecycle.
Requirements
- 5–8+ years of accounting experience, ideally with M&A or post-close integration exposure
- Deep understanding of U.S. GAAP, including ASC 606 and acquisition accounting principles
- Experience leading or supporting ERP/accounting system implementations (NetSuite, QBO, Intacct, etc.)
- Demonstrated ability to manage multiple client engagements in fast-paced settings
- Excellent communicator who can simplify complex accounting issues for non-technical audiences
- Proven leadership skills with a passion for team development and coaching
- Bachelor’s degree in Accounting or Finance required; CPA preferred
Responsibilities
- Lead post-close accounting for newly acquired businesses, including purchase price allocation (PPA) and opening balance sheet adjustments
- Manage net working capital (NWC) true-up calculations and support buyer-seller negotiations
- Provide technical accounting guidance across GAAP issues including revenue recognition, leases, inventory, and equity treatment
- Oversee or support ERP and accounting software implementations (e.g., NetSuite, Intacct, QuickBooks)
- Design workflows, controls, and reporting structures to support scalable post-close operations
- Act as a trusted advisor to clients, translating complex financial issues into actionable strategies
- Collaborate cross-functionally with tax, valuation, audit, and internal teams to ensure seamless client experience
- Coach and mentor team members; review engagement deliverables for quality and accuracy
- Contribute to building CAS methodologies, templates, and practice development initiatives
Benefits
- Competitive compensation
- flexibility
- opportunity for advancement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
