client accounting services manager

Muslow+Agnew CPAs

About UsMuslow + Agnew Group, LLC is a dynamic and growing CPA firm with offices in Louisiana, Texas, and Alaska. We provide tax, accounting, advisory, and Client Accounting Services (CAS) to clients across a diverse range of industries, including healthcare, real estate, construction, and professional services.As our CAS practice continues to expand, we are seeking an experienced Senior Controller/CAS Manager to lead client engagements, oversee accounting operations, and serve as a trusted financial advisor to our clients. This is an exciting opportunity for a highly skilled accounting professional who enjoys both leadership and client-facing advisory work in a fast-paced public accounting environment.Position OverviewThe Senior Controller/CAS Manager will oversee a portfolio of client accounting engagements, manage day-to-day accounting operations, and provide strategic financial insights that help clients make informed business decisions.This role combines traditional controller-level responsibilities with a forward-thinking advisory approach, including financial reporting, process improvement, budgeting support, and team leadership.Key Responsibilities:Client Advisory &amp; Financial Oversight<ul><li>Serve as the lead advisor for a portfolio of CAS clients across multiple industries</li><li>Review and analyze monthly and quarterly financial statements</li><li>Provide strategic insights on cash flow, profitability, and key performance indicators (KPIs)</li><li>Assist clients with budgeting, forecasting, and financial planning</li><li>Support clients with operational and financial process improvements</li></ul>Accounting Operations<ul><li>Oversee month-end and year-end close processes</li><li>Ensure accuracy of general ledger activity, reconciliations, and financial reporting</li><li>Manage accounts payable, accounts receivable, payroll, and balance sheet reconciliations</li><li>Review staff-prepared workpapers, journal entries, and account analyses</li><li>Maintain compliance with GAAP and internal control best practices</li></ul>Leadership &amp; Team Development<ul><li>Lead, mentor, and review the work of CAS team members</li><li>Assist with hiring, onboarding, training, and performance management</li><li>Collaborate closely with tax and advisory teams on client deliverables</li><li>Help manage workflow capacity across the CAS team</li></ul>Process Improvement &amp; Technology<ul><li>Standardize accounting workflows and best practices across client engagements</li><li>Leverage technology platforms such as QuickBooks Online, BILL, and payroll systems such as Gusto</li><li>Identify automation opportunities and operational efficiencies</li><li>Support implementation and optimization of financial systems and reporting tools</li></ul>Qualifications<ul><li>7+ years of progressive accounting experience</li><li>Prior experience as a Controller, Assistant Controller, Senior Accountant, or CAS Manager</li><li>Strong knowledge of GAAP and financial reporting</li><li>Experience overseeing full-cycle accounting operations</li><li>Prior experience managing multiple clients, entities, or business units preferred</li><li>Public accounting or outsourced accounting/CAS experience strongly preferred</li><li>CPA preferred, but not required</li><li>Strong leadership, communication, and client relationship skills</li><li>Experience with QuickBooks/QBO, BILL, Gusto, Xero, and similar platforms</li><li>Ability to manage multiple priorities in a deadline-driven environment</li></ul>Benefits:<ul><li>Competitive compensation based on experience</li><li>Hybrid/remote work options</li><li>Health and life insurance</li><li>Paid time off and firm holidays</li><li>Retirement plan</li><li>Professional development and continuing education support</li></ul>Why Join Muslow + Agnew Group, LLC:<ul><li>Collaborative and supportive leadership team</li><li>Opportunity to help shape and grow an expanding CAS practice</li><li>Exposure to diverse industries and complex client engagements</li><li>Meaningful leadership role with direct impact on firm growth</li></ul>Pay: $95,000.00 - $150,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Dallas, TX 75244

Senior Controller/Client Accounting Services (CAS) Manager

About UsMuslow + Agnew Group, LLC is a dynamic and growing CPA firm with offices in Louisiana, Texas, and Alaska. We provide tax, accounting, advisory, and Client Accounting Services (CAS) to clients across a diverse range of industries, including healthcare, real estate, construction, and professional services.As our CAS practice continues to expand, we are seeking an experienced Senior Controller/CAS Manager to lead client engagements, oversee accounting operations, and serve as a trusted financial advisor to our clients. This is an exciting opportunity for a highly skilled accounting professional who enjoys both leadership and client-facing advisory work in a fast-paced public accounting environment.Position OverviewThe Senior Controller/CAS Manager will oversee a portfolio of client accounting engagements, manage day-to-day accounting operations, and provide strategic financial insights that help clients make informed business decisions.This role combines traditional controller-level responsibilities with a forward-thinking advisory approach, including financial reporting, process improvement, budgeting support, and team leadership.Key Responsibilities:Client Advisory &amp; Financial Oversight<ul><li>Serve as the lead advisor for a portfolio of CAS clients across multiple industries</li><li>Review and analyze monthly and quarterly financial statements</li><li>Provide strategic insights on cash flow, profitability, and key performance indicators (KPIs)</li><li>Assist clients with budgeting, forecasting, and financial planning</li><li>Support clients with operational and financial process improvements</li></ul>Accounting Operations<ul><li>Oversee month-end and year-end close processes</li><li>Ensure accuracy of general ledger activity, reconciliations, and financial reporting</li><li>Manage accounts payable, accounts receivable, payroll, and balance sheet reconciliations</li><li>Review staff-prepared workpapers, journal entries, and account analyses</li><li>Maintain compliance with GAAP and internal control best practices</li></ul>Leadership &amp; Team Development<ul><li>Lead, mentor, and review the work of CAS team members</li><li>Assist with hiring, onboarding, training, and performance management</li><li>Collaborate closely with tax and advisory teams on client deliverables</li><li>Help manage workflow capacity across the CAS team</li></ul>Process Improvement &amp; Technology<ul><li>Standardize accounting workflows and best practices across client engagements</li><li>Leverage technology platforms such as QuickBooks Online, BILL, and payroll systems such as Gusto</li><li>Identify automation opportunities and operational efficiencies</li><li>Support implementation and optimization of financial systems and reporting tools</li></ul>Qualifications<ul><li>7+ years of progressive accounting experience</li><li>Prior experience as a Controller, Assistant Controller, Senior Accountant, or CAS Manager</li><li>Strong knowledge of GAAP and financial reporting</li><li>Experience overseeing full-cycle accounting operations</li><li>Prior experience managing multiple clients, entities, or business units preferred</li><li>Public accounting or outsourced accounting/CAS experience strongly preferred</li><li>CPA preferred, but not required</li><li>Strong leadership, communication, and client relationship skills</li><li>Experience with QuickBooks Online, BILL, Gusto, Xero, and similar platforms</li><li>Ability to manage multiple priorities in a deadline-driven environment</li></ul>Benefits<ul><li>Competitive compensation based on experience</li><li>Flexible schedule</li><li>Hybrid / remote work options</li><li>Health and life insurance</li><li>Paid time off and firm holidays</li><li>Retirement plan</li><li>Professional development and continuing education support</li></ul>Why Join Muslow + Agnew Group, LLC<ul><li>Collaborative and supportive leadership team</li><li>Opportunity to help shape and grow an expanding CAS practice</li><li>Exposure to diverse industries and complex client engagements</li><li>Meaningful leadership role with direct impact on firm growth</li></ul>Pay: $85,000.00 - $115,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Shreveport, LA 71105

MBE CPAs

<div>What's the Role?
The Client Accounting Services Department Lead is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.
This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.
This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.
We'll interview for this role during the traditional CPA firm &quot;opportunity season&quot; with the plan to launch the role in late April-June.
What Will I Do?<ul><li>
Lead the strategy, structure, and growth of the CAS practice.</li><li>
Oversee client advisory engagements and serve as a trusted advisor to key clients.</li><li>
Build scalable workflows, service standards, and best practices across the CAS department.</li><li>
Lead, mentor, and develop CAS managers, supervisors, and team members.</li><li>
Partner with firm leadership on pricing, service offerings, and growth initiatives.</li><li>
Ensure high-quality service delivery, compliance, and operational efficiency.</li></ul>
What Experience and Skills Do I Need to Be Successful?
Required Qualifications<ul><li>
10+ years of experience in accounting and Client Accounting Services.</li><li>
5+ years in a leadership or senior management role within CAS or outsourced accounting.</li><li>
Proven experience building, scaling, or transforming a CAS or bookkeeping practice.</li><li>
Strong knowledge of accounting standards, payroll, and outsourced accounting services.</li><li>
Experience leading teams and managing multiple client engagements.</li></ul>
Key Skills<ul><li>
Strategic and entrepreneurial leadership mindset.</li><li>
Strong client advisory and relationship management skills.</li><li>
Ability to build processes, teams, and scalable service models.</li><li>
Comfort driving change and innovation within a growing firm.</li><li>
CPA or similar professional certification preferred.</li></ul>
Why Join This Opportunity?<ul><li>
Build a CAS practice from the ground up with firm leadership support.</li><li>
High-impact leadership role with visibility and influence.</li><li>
Entrepreneurial firm culture that values innovation and growth.</li><li>
Opportunity to shape services, processes, and team structure.</li><li>
Long-term career growth and upward mobility within the firm.</li></ul>
Work ScheduleTravel<ul><li>
Full-time position.</li><li>
Periodic travel required (approximately 6&ndash;8 times per year).</li><li>
Role may be based in one of our offices, hybrid, or remote, depending on experience.</li></ul>
How Do I Apply?
Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.
About the Firm
MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.</div>

Client Accounting Services Department Lead

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Senior Controller/Client Accounting Services (CAS) Manager

Senior Controller/Client Accounting Services (CAS) Manager

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead

Client Accounting Services Department Lead