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Client Advisory Services (CAS) Manager

SR SNODGRASS PC
Posted 6 days ago, valid for 16 days
Location

Wheeling, WV 26003, US

Salary

Competitive

Contract type

Full Time

Life Insurance
Disability Insurance
Wellness Program

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Sonic Summary

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  • S.R. Snodgrass, P.C. is seeking a CAS Manager for their Client Advisory group in Wheeling, WV, requiring a minimum of 7 years of bookkeeping, accounting, or financial analysis experience.
  • The role involves managing bookkeeping and payroll engagements, supervising staff, and ensuring high-quality client deliverables.
  • Candidates should have at least 3 years of experience in a client-facing leadership role, with a strong focus on developing and growing the CAS business.
  • An active CPA or CMA is strongly preferred, along with proficiency in accounting software and excellent communication skills.
  • This full-time position offers competitive pay and benefits, with the possibility of a hybrid work schedule after 90 days.

Job DetailsLevel: ManagementJob Location: Wheeling - Wheeling, WV 26003Position Type: Full TimeS.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.




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