Accounting Manager – Client Accounting Services; CAS – QuickBooks
Listed on 2026-03-12
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Accounting
Accounting Manager, Financial Reporting -
Finance & Banking
Accounting Manager, Financial Reporting
Office Support Services is a growing CPA and advisory firm providing outsourced accounting and bookkeeping services to small and mid-sized businesses. Our firm supports clients with monthly financial reporting, operational accounting support, and financial insight to help business owners better understand and manage their businesses.
Role DescriptionWe are seeking an Accounting Manager – Client Accounting Services (CAS) to oversee client relationships and coordinate the delivery of monthly accounting services.
This role is ideal for an experienced accounting professional who enjoys working directly with business owners while leading a team responsible for maintaining accurate financial records and delivering timely financial reporting.
You will serve as the primary client contact while coordinating a team of reviewers and bookkeepers responsible for the day-to-day accounting work.
Key Responsibilities- Serve as the primary point of contact for client accounting engagements.
- Manage a portfolio of approximately 60 to 80 small business clients.
- Coordinate monthly close and financial reporting processes.
- Review financial statements and communicate results to clients.
- Provide basic financial insights to help clients understand their financial performance.
- Oversee workflow between reviewers and bookkeepers.
- Identify and resolve client accounting issues.
- Monitor client scope and identify out-of-scope work.
- Assist with onboarding new clients and improving internal processes.
You will coordinate a team consisting of:
- Offshore reviewer support
- Bookkeepers responsible for transaction processing and reconciliations
This structure allows the CAS Manager to focus on client relationships and financial oversight rather than bookkeeping production work.
Qualifications- Five or more years of accounting or bookkeeping experience.
- Strong Quick Books Online experience required.
- Experience reviewing financial statements and reconciliations.
- Ability to manage multiple client engagements simultaneously.
- Strong client communication and relationship management skills.
- Prior public accounting or Client Accounting Services experience preferred.
- CPA license is not required
- Salary range: $65,000 to $75,000 depending on experience.
- Performance bonus opportunities.
- Opportunity to grow within a rapidly expanding advisory firm.
Office Support Services provides outsourced accounting, bookkeeping, and advisory services to growing businesses. In addition to Client Accounting Services, the firm also provides advisory services including business valuation, transaction support, and strategic financial consulting. Our goal is to build a modern Client Accounting Services practice that delivers accurate financial reporting and meaningful financial insight to business owners.
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