Client Advisory Services (Cas) Accounting Manager (Construction & Real Estate)

We are adding a Client Advisory Services (CAS) Manager to our growing Construction & Real Estate advisory niche. This role will work closely with privately held construction companies, real estate owners, developers, property managers, and other businesses to improve accounting processes, reporting, and decision-making. The ideal candidate has meaningful experience in construction and real estate accounting from either public accounting or private industry. This person should be driven, analytical, client-service oriented, and comfortable solving messy accounting and reporting challenges in practical ways. The role offers significant opportunity to grow over time in a team environment that is investing in industry specialization and CAS advisory growth.

Key Responsibilities

• Serve as a primary day-to-day advisor for construction and real estate clients, helping management teams improve accounting processes, reporting, and decision-making.
• Review and oversee monthly financial reporting packages.
• Advise clients on construction accounting matters, including WIP schedules, percentage-of-completion concepts, job cost reporting, over/under billings, and project profitability.
• Advise real estate clients on property accounting matters.
• Help clients develop reporting tools that provide clearer insight into project performance, property performance, working capital, cash flow, and profitability.
• Translate technical accounting issues into clear, practical recommendations for owners and other non-accounting stakeholders.

Engagement Leadership and Client Management

• Manage multiple clients and projects simultaneously.
• Lead client onboarding, initial assessments, month-end close design, workflow development, and implementation of repeatable reporting processes.
• Own engagement timelines, budgets, deliverables, review processes, and client communication.
• Identify accounting process gaps and recommend improvements to increase accuracy, timeliness, and scalability.
• Coordinate with tax, assurance, transaction advisory, and other teams to deliver integrated service to clients.
• Proactively identify opportunities to expand existing client relationships through advisory, reporting, process improvement, and technology-related services.

Systems, Process Improvement, and Technology

• Evaluate clients’ current accounting systems, workflows, reporting tools, and reconciliation processes.
• Support implementation or improvement of accounting software and related applications.
• Build scalable accounting workflows, reconciliations, reporting packages, and supporting documentation.
• Leverage technology and automation to improve client reporting and reduce manual work.
• Assist clients with multi-entity reporting, intercompany activity, and management reporting structures.

Team Leadership and Practice Development

• Manage and develop staff and senior accountants supporting client engagements.
• Review workpapers, reconciliations, financial statements, reporting packages, and client deliverables for accuracy and quality.
• Create and improve templates, checklists, reporting packages, training materials, and best-practice documentation.
• Help build a repeatable service model for the firm’s Construction & Real Estate CAS niche.
• Participate in internal training and knowledge-sharing.
• Support business development activities, including client expansion opportunities, proposal preparation, networking, and industry visibility.