Client Accounting Services Manager
Description
Rodefer Moss is currently seeking a Client Accounting Services (CAS) Manager to join our team!
The CAS Manager serves as a trusted advisor to business clients while overseeing engagements, mentoring team members, and delivering high-quality accounting and advisory services. This role is ideal for a professional who enjoys combining technical accounting expertise with client relationship management and team leadership.
As a CAS Manager, your responsibilities will include:
- Managing a portfolio of client accounting engagements.
- Reviewing financial statements, reconciliations, and accounting work prepared by team members for accuracy and completeness.
- Serving as the primary point of contact for clients and providing proactive financial guidance.
- Overseeing month-end and year-end closing processes for multiple clients.
- Analyzing financial performance and helping clients understand key trends and business metrics.
- Advising clients on accounting processes, internal controls, and operational efficiencies.
- Supervising, mentoring, and developing CAS Associates and Senior Associates.
- Assisting with onboarding new clients and implementing accounting technologies and workflows.
- Managing payroll, sales tax, and other compliance-related engagements as needed.
- Identifying opportunities to expand services and strengthen client relationships.
- Collaborating with firm leadership to support strategic growth initiatives within the CAS practice.
- Monitoring engagement budgets, timelines, and deliverables to ensure exceptional client service.