Client Accounting Services (CAS) Manager

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Salary: $130,000 - $150,000 per year A bit about us: We are seeking a dynamic and experienced Client Accounting Services (CAS) Manager to join our finance team.

This is an exciting opportunity for someone with a keen eye for detail, a strong understanding of Quickbooks, and a background in appraisal and brokerage to step into a leadership role.

You will be responsible for managing a portfolio of clients, ensuring their financial management needs are met and exceeded.

This role requires a high degree of professionalism, excellent communication skills, and the ability to work in a fast-paced environment.

Why join us?

Responsibilities: Manage a portfolio of clients, ensuring their financial management needs are met and exceeded.

Oversee the preparation of financial statements, reports, and client presentations.

Utilize Quickbooks to manage and track financial data.

Work closely with clients to appraise their financial situations and provide tailored advice and solutions.

Liaise with brokerage firms to facilitate transactions on behalf of clients.

Ensure compliance with financial regulations and standards.

Develop and implement efficient accounting systems and processes.

Train and mentor junior staff members in client accounting services.

Collaborate with other departments to ensure the accuracy and completeness of financial data.

Handle complex client inquiries and resolve any issues promptly and professionally.

Job Details Qualifications: A bachelor’s degree in Finance, Accounting, or a related field.

A master’s degree or CPA certification is preferred.

A minimum of 5 years of experience in client accounting services, with a focus on financial management.

Proficiency in Quickbooks is required.

Experience in appraisal and brokerage is essential.

Strong knowledge of UKG is a plus.

Exceptional attention to detail and accuracy.

Excellent communication and interpersonal skills, with the ability to build strong client relationships.

Strong leadership and team management skills.

Ability to work in a fast-paced environment and manage multiple tasks simultaneously.

Strong problem-solving skills and the ability to make sound decisions.

Proficiency in Microsoft Office Suite, particularly Excel.

A strong understanding of financial regulations and standards.

The ability to maintain confidentiality and handle sensitive information with discretion.

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