Client Advisory Services (CAS) Manager
Workforce Solutions • St. Louis, MO20d • Onsite
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Client Advisory Services (CAS) Manager - St. Louis Area
Workforce Solutions•St. Louis, MO
•Onsite
About The Position
A growing CPA firm in St. Louis, Missouri, is seeking a Client Advisory Services (CAS) Manager for an onsite leadership role. This senior leadership position is responsible for overseeing and growing the firm's CAS division, driving operational excellence, managing client relationships, and delivering high-quality outsourced accounting services. The manager oversees staff, workflows, and division performance; partners with firm leadership on strategy, growth opportunities, and KPIs; and recruits, mentors, and develops team members. The role also establishes standardized workflows, internal controls, and process improvements, and oversees client services such as bookkeeping, financial reporting, payroll processing, and controller-level support. The CAS Manager serves as a senior contact for complex client needs and escalations, collaborates with financial and advisory teams on broader engagements, and drives adoption of technology, tools, and scalable systems across the CAS function. The schedule follows a typical public accounting pattern, with increased demand during peak periods and a more balanced workload outside busy times. The firm emphasizes efficiency, teamwork, and sustainable workloads.
Requirements
- 5–10 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 such as Copilot or Claude to improve workflows and efficiency.
Responsibilities
- Lead and manage the CAS division, including staff oversight, workflow management, and overall performance.
- Partner with firm leadership on strategic initiatives, growth opportunities, and division KPIs.
- Recruit, mentor, and develop team members.
- Design and implement standardized workflows, internal controls, and process improvements.
- Oversee client deliverables, including bookkeeping, financial reporting, payroll processing, and controller-level support.
- Serve as a senior point of contact for complex client needs and escalations.
- Collaborate with financial and advisory teams to support broader client engagements.
- Drive 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
Senior
Education Level
No Education Listed
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