Client Accounting Services (CAS) Manager

About the Organization

Our client is a leading professional services organization specializing in accounting advisory, financial reporting, and client accounting solutions for privately held businesses. The organization partners with companies throughout their growth journey, providing expertise in accounting operations, transaction support, financial transformation, and post-acquisition integration.

With a strong focus on technical accounting excellence, process improvement, and client service, the organization helps businesses navigate complex financial challenges while building scalable accounting infrastructures.

Position Overview

We are seeking an experienced Client Accounting Services (CAS) Manager with strong expertise in post-acquisition accounting, purchase accounting, and financial integration. This role will support privately held companies through post-close accounting activities, including Purchase Price Accounting (PPA), Net Working Capital (NWC) true-ups, ERP implementations, and financial reporting.

The ideal candidate will have strong technical accounting knowledge, experience managing client engagements, and the ability to lead accounting transformation initiatives.

Key Responsibilities

Post-Acquisition Accounting & Integration

• Lead post-close accounting engagements following mergers and acquisitions.

• Prepare opening balance sheet adjustments and purchase accounting schedules in accordance with U.S. GAAP.

• Manage Purchase Price Accounting (PPA) processes and Net Working Capital (NWC) true-ups.

• Support clients through accounting transition and integration activities.

Technical Accounting & Financial Reporting

• Provide accounting guidance on:

  • Revenue recognition (ASC 606)

  • Lease accounting

  • Inventory accounting

  • Equity transactions

• Review financial statements and ensure accuracy and compliance with accounting standards.

• Assist clients with complex accounting matters and reporting requirements.

Systems Implementation & Process Improvement

• Lead accounting software implementations and data migration projects.

• Evaluate existing accounting workflows and recommend process improvements.

• Design reporting structures, accounting procedures, and internal controls.

• Support automation and operational efficiency initiatives.

Client Management & Leadership

• Serve as the primary point of contact for assigned client engagements.

• Build strong client relationships and provide strategic accounting support.

• Review work performed by accounting staff and mentor junior team members.

• Manage multiple projects while maintaining high-quality service delivery.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field.

• 5–8+ years of progressive accounting experience.

• Strong experience with:

  • Post-close accounting

  • M&A integration

  • Purchase Price Accounting (PPA)

  • Net Working Capital (NWC) true-ups

• Advanced knowledge of U.S. GAAP, including ASC 606.

• Experience with accounting platforms such as:

  • NetSuite

  • Sage Intacct

  • QuickBooks Online

  • Xero

  • Ramp

  • Bill.com

  • Similar accounting systems

• Strong client-facing communication and leadership skills.

Ideal Candidate Profile

• Accounting professional with transaction advisory or client accounting services experience.

• Strong understanding of private company accounting operations.

• Comfortable leading complex accounting projects and working directly with clients.

• Experience improving accounting processes and implementing scalable solutions.

Compensation & Benefits

• Full-time opportunity

• Professional growth opportunities within a client-focused accounting advisory environment