Client Accounting Services (CAS) Manager

Location: Fully Remote (U.S.-Based)

Company: Growing Mid-Size CPA Firm

Focus: Client Accounting & Outsourced CFO Services

About Us

We are a growing, mid-sized CPA firm with a remote-first model and a national client base. Client Accounting Services (CAS) represents more than 60% of our business and continues to experience strong, sustained growth.

Our firm partners with entrepreneurial and growth-oriented companies to provide scalable accounting solutions and strategic CFO advisory services. We combine technical expertise with a modern, technology-driven approach to deliver real-time financial visibility and actionable insight to our clients.

As demand in our CAS practice continues to expand, we are seeking an experienced Client Accounting Services Manager to join our fully remote team.

Position Overview

The CAS Manager will oversee a portfolio of clients, lead a team of accounting professionals, and serve as a trusted advisor to business owners and leadership teams. This role blends technical accounting oversight with forward-looking financial strategy and operational advisory.

The ideal candidate thrives in a remote environment, enjoys client interaction, and brings a proactive, solutions-oriented mindset to financial leadership.

Key Responsibilities

• Manage and review monthly, quarterly, and annual close processes for multiple clients
• Oversee preparation and review of financial statements and management reports
• Provide cash flow forecasting, budgeting, and KPI analysis
• Serve as a strategic advisor to clients, offering financial insight and operational guidance
• Supervise, mentor, and develop CAS team members
• Ensure accuracy, timeliness, and compliance with GAAP standards
• Improve and streamline accounting processes using cloud-based technology tools
• Collaborate with Tax and Audit teams to ensure seamless client service delivery
• Support business development efforts within the CAS practice

Qualifications

• 3+ years of progressive accounting experience, with at least 2+ years in a leadership role
• Public accounting experience strongly preferred
• Experience in Client Accounting Services, outsourced accounting, or fractional CFO services preferred
• Strong understanding of GAAP and financial reporting
• Experience with cloud-based accounting systems (QuickBooks Online, NetSuite, Xero, etc.)
• Advanced Excel skills and financial modeling experience
• Strong communication and client-facing skills
• Proven ability to manage multiple clients and deadlines in a remote environment

What We Offer

• Fully remote work environment (work from anywhere in the U.S.)
• Competitive base salary - Up to $140K DOE
• Performance-based bonuses
• Comprehensive health, dental, and vision benefits
• 401(k) with company match
• Generous PTO and paid holidays
• Technology stipend and home office support
• Clear advancement path within a rapidly growing CAS practice
• Collaborative, entrepreneurial culture with strong leadership support

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/