Manager, Client Accounting Services (CAS) – Professional Services Focus

Description

Do you enjoy helping professional service firms turn financial data into actionable insights that drive growth and profitability? Trout CPA is seeking an experienced Client Accounting Services (CAS) Manager to lead outsourced controllership and advisory services for professional service clients.

In this role, you'll serve as a trusted financial partner to business owners and leadership teams, providing strategic guidance that helps firms improve financial performance, enhance operational efficiency, and make informed business decisions.

This is a leadership opportunity for an accounting professional who enjoys rolling up their sleeves while also thinking strategically. You'll oversee accounting operations, financial reporting, budgeting, and advisory services while helping clients navigate growth, profitability, and long-term planning. Equally important, you'll mentor and develop CAS staff, building strong teams and scalable processes that support client success.

If you thrive in a consultative environment, enjoy solving complex business challenges, and want to make a meaningful impact across multiple organizations, this role offers the ideal blend of technical expertise, leadership, and client advisory work.

Key Responsibilities

• Lead and review outsourced controllership and accounting services for professional service clients 
• Oversee month-end and year-end close processes, ensuring timely and accurate financial reporting 
• Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP 
• Support clients with budgeting, forecasting, cash flow management, and profitability analysis 
• Develop financial dashboards, KPIs, and management reporting to support strategic decision-making 
• Analyze revenue trends, utilization rates, project profitability, and operational performance metrics 
• Standardize accounting processes, internal controls, and documentation to improve efficiency and accuracy 
• Serve as the primary financial advisor and point of contact for business owners and leadership teams 
• Collaborate with clients on growth planning, staffing decisions, pricing strategies, and operational improvements 
• Lead, coach, and review CAS staff work to ensure quality, timeliness, and consistency 
• Assist clients with accounting system optimization, workflow improvements, and technology implementation 
• Coordinate with tax, audit, and other advisors to deliver seamless client service

Requirements

• 5+ years of accounting experience, preferably serving professional service organizations 
• Experience as a Controller, Accounting Manager, or CAS Manager in a public accounting or outsourced accounting environment 
• Bachelor's degree in Accounting or related field; CPA preferred 
• Strong knowledge of financial reporting, budgeting, forecasting, and cash flow management 
• Experience analyzing business performance metrics and providing operational insights 
• Strong working knowledge of QuickBooks Online and/or Sage Intacct 
• Experience with accounting technology platforms such as BILL, Expensify, Ramp, Fathom, or similar solutions 
• Ability to communicate complex financial concepts clearly to business owners and non-financial stakeholders 
• Strong organizational and project management skills with the ability to manage multiple clients and deadlines 
• Consultative, client-focused mindset with a passion for helping businesses grow and succeed

Why You’ll Love This Role

• Strategic Business Impact – Help business owners make informed decisions that drive growth, profitability, and long-term success 
• Trusted Advisor Role – Move beyond transactional accounting into meaningful financial leadership and advisory work 
• Leadership Opportunities – Mentor team members while helping shape and grow a dynamic CAS practice 
• Variety & Challenge – Work with diverse professional service firms across industries and growth stages 
• Technology & Innovation – Leverage modern accounting tools and processes to improve efficiency and client outcomes 
• Professional Growth – Expand your leadership, advisory, and business consulting expertise in a collaborative environment