Client Advisory Services (CAS) Manager

Posted Yesterday
Be an Early Applicant
16066, Cranberry Township, PA, USA
In-Office
Senior level
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Lead and manage client bookkeeping and payroll engagements, supervise and mentor staff, prepare reconciliations and financial statements, support complex accounting matters, grow CAS practice, and maintain client relationships. Role requires regular in-office presence with some client and event travel.
Summary Generated by Built In

S.R. Snodgrass, P.C. is seeking candidates to work with our Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly account reconciliations and preparing financial statements. We’re looking for individuals with strong leadership skills and a commitment to quality and growth of our CAS practice. 


Responsibilities


  • Manage and oversee all bookkeeping/payroll engagements serving as the primary client contact and ensuring client deliverables and expectations are consistently met
  • Supervise, train, and mentor staff, reviewing workpapers and deliverables for both quality and compliance
  • Produce monthly, quarterly, or annual financial statements using cash basis or accrual basis accounting
  • Provide guidance and support for complex accounting matters
  • Maintain and develop new and existing high-quality client relationships with a focus on excellent customer service
  • Continually develop and grow the Client Accounting Services (CAS) practice
  • Ability to work independently as well as within a team 
  • This position is based out of our Cranberry Township, PA office and requires regular in-office work. A hybrid schedule may be considered after training is successfully completed (typically after 90 days)
  • Availability to travel to clients and network events when necessary

Qualifications

  • Bachelor’s degree in accounting (preferred), finance, economics, business, or related
  • Minimum of 7+ years of related bookkeeping, accounting, and/or financial analysis experience
  • 3+ years of experience in a client-facing leadership role, including managing a team and developing/growing the CAS business
  • Knowledge and experience with payroll processing and related tax fillings
  • Active CPA or CMA strongly preferred
  • Proficient in Microsoft Suite and accounting software (i.e. QuickBooks, Accounting CS, Sage)
  • Advanced knowledge of general ledger accounting and principles
  • Strong attention to detail and ability to think critically
  • Excellent verbal and written communication skills
  • Highly organized with good time management skills

We offer a well-rounded package to eligible employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.


Apply now to learn more about S.R. Snodgrass, P.C. and how we help you create and develop your career!


S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.

Skills Required

  • Minimum of 7+ years bookkeeping, accounting, and/or financial analysis experience
  • 3+ years client-facing leadership experience managing a team and developing/growing CAS business
  • Knowledge and experience with payroll processing and related tax filings
  • Active CPA or CMA
  • Proficient in Microsoft Suite and accounting software (QuickBooks, Accounting CS, Sage)
  • Bachelor's degree in accounting, finance, economics, business, or related
  • Advanced knowledge of general ledger accounting and principles
  • Excellent verbal and written communication skills
  • Strong attention to detail and critical thinking ability
  • Highly organized with good time management skills
  • Ability to supervise, train, and mentor staff and review workpapers for quality and compliance
  • Regular in-office work in Cranberry Township, PA (hybrid may be considered after training)
  • Availability to travel to clients and network events when necessary
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
100 Employees

What We Do

S.R. Snodgrass, P.C. is an independent accounting and consulting firm founded in 1946. They provide personalized tax, assurance, technology, risk analysis, and financial advisory services. The firm is highly specialized in serving community banks and nonprofit organizations, emphasizing a personalized approach to customer service and stability.

Similar Jobs

HiBob Logo HiBob

Technical Support

HR Tech • Information Technology • Professional Services • Sales • Software
Remote or Hybrid
United States
1350 Employees
103K-129K Annually

PNC Bank Logo PNC Bank

Business Systems Analyst

Machine Learning • Payments • Security • Software • Financial Services
Hybrid
Pittsburgh, PA, USA
55000 Employees
64K-117K Annually

PNC Bank Logo PNC Bank

Quality Assurance Lead

Machine Learning • Payments • Security • Software • Financial Services
Hybrid
Pittsburgh, PA, USA
55000 Employees
64K-106K Annually

PNC Bank Logo PNC Bank

Quality Assurance Director

Machine Learning • Payments • Security • Software • Financial Services
Hybrid
Pittsburgh, PA, USA
55000 Employees
100K-223K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account