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Staff Financial Group · 1 day ago

Client Accounting Services (CAS) Senior Manager

Atlanta, GA

Full-time

Onsite

Senior Level

6+ years exp

Staff Financial Group is seeking an experienced Client Accounting Services (CAS) Senior Manager to lead and expand their CAS practice. This leadership role involves overseeing client accounting services, ensuring exceptional delivery, and driving strategic growth aligned with the firm's objectives.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Lead the CAS practice to ensure timely, accurate, and high-quality service aligned with client needs and firm standards

Manage CAS engagements, including bookkeeping, reporting, and compliance

Review and sign off on compilation and preparation engagements

Oversee preparation of personal property tax, payroll, and sales tax filings

Evaluate client accounting systems and internal controls, recommend improvements, and support implementation

Continuously assess and enhance CAS processes for efficiency and scalability

Assist clients with hiring, training, and supervising internal accounting personnel

Maintain strong client relationships and support efforts to expand the client base

Develop new CAS business and cross-sell additional firm services

Partner with marketing leadership to shape and execute CAS growth strategies

Participate in firm management meetings and contribute to decision-making

Serve on the firm’s Growth Committee, supporting innovation and expansion

Lead and develop the CAS team of three staff members, with additional hires planned

Qualification

Active CPA licenseCAS managerial experienceBusiness developmentGAAP knowledgeQuickBooks Online/DesktopProcess improvementTech-savvyLeadership skillsOrganizational skillsCommunication skills