Client Advisory Services (CAS) Manager

Job Description

Job Description

Position Summary

The CAS Manager is responsible for overseeing 5-10 clients and will review all month-end close adjustments and financial statements prepared by the CAS associate or senior associate, if not preparing the adjustments themselves.

They will also assist with the annual financial statement audit and tax return preparation, as needed.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following :

Interact with clients and build relationships to ensure their accounting needs are being met

Oversee and supervise CAS associates and senior associates

Supervise and review all month-end procedures and adjustments

Be responsible for the completion and delivery of all financial statements or compilation reports

Assist with the annual financial statement audit, including preparing or reviewing workpapers, providing audit support, and managing correspondence between the client and auditor, as needed

Assist with the preparation of the annual tax filings, including requesting additional support from the client and assisting the tax department with any questions they may have

Review and analyze client internal controls and make suggestions as needed

Prepare and / or update engagement letters

Prepare invoices based on hours worked to bill to clients

Self-review all workpapers, financial statements, and other documents before submission for further review

Look for opportunities to provide additional services to clients

Plan engagements to achieve overall increased quality goals and reduce time required to perform an engagement

Communicate budget issues and escalate concerns to the director as soon as possible

Recognize potential problem areas in engagements and suggest potential solutions to the director

Actively participate in recruiting, coaching, and developing associates

Demonstrate effective research skills and utilize appropriate research tools

Take ownership and assume responsibility for work assignment

Delegate work and leverage resources whenever possible

Participate in auditing and / or tax presentations and programs presented by the Firm as well as contribute to material on the firm website

Proactively pursue professional development, completion of CPE requirements, and new opportunities for career and professional growth

Participate in firm administrative functions as being on firm committees or the firm service area (professional services, real estate etc.)

Participate and get involved in the community (boards, local groups, etc.)

Assist in administrative tasks to further the department

Assist in acquiring and onboarding new clients

Perform other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

Bachelor's degree in Accounting, Finance, Business or related field preferred

QuickBooks experience required

5+ years progressive accounting experience in public accounting or similar work environment

Strong organization, verbal and written communication skills

Analytical skills with particular attention to detail

Ability to work independently and manage multiple projects and deadlines simultaneously

Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as proficiency with all accounting software necessary (including QuickBooks Online)

Sage and BILL software experience a plus

Non-profit experience a plus

Licensed CPA preferred but not required

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls.

The employee is occasionally required to stand; walk; sit; and reach with hands and arms. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

The noise level in the work environment is usually low to moderate.