Client Advisory Services (CAS) Manager

Posted Yesterday
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26003, Wheeling, WV, USA
In-Office
Senior level
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Lead and manage bookkeeping and payroll engagements, supervise and mentor staff, produce financial statements, handle reconciliations and complex accounting issues, grow CAS client relationships and practice, and serve as primary client contact while ensuring quality and compliance.
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 Wheeling, WV 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 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 CAS business
  • Knowledge and experience with payroll processing and related tax filings
  • Proficient in Microsoft Suite
  • Proficient in accounting software (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
  • Ability to work independently as well as within a team
  • Availability to travel to clients and network events when necessary
  • Position based in Wheeling, WV and requires regular in-office work (hybrid may be considered after training)
  • Bachelor's degree in accounting (preferred), finance, economics, business, or related
  • Active CPA or CMA
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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.

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