Client Accounting & Advisory Services (CAAS) Manager

About ACGDEPT

ACGDEPT stands as a premier professional services advisor to  businesses and organizations across the United States. With deep industry expertise spanning accounting, tax, advisory, benefits and insurance, we deliver innovative insights and practical solutions that help clients anticipate market changes and accelerate sustainable growth.

About the Role

Our accounting services team specializes in delivering comprehensive professional services to businesses and organizations across diverse industries throughout the United States. As a Manager, you’ll have hands-on opportunities to serve as a trusted advisor to clients while leading high-performing teams through complex engagements and strategic initiatives.

This role offers immediate impact within our established practice, where every team member’s expertise is valued and career advancement opportunities are abundant. We’re seeking passionate professionals who are committed to delivering exceptional client value and technical excellence while building lasting relationships that drive business growth.

Key Responsibilities

Client Advisory & Relationship Management

• Serve as clients’ trusted advisor by demonstrating deep knowledge of industry trends, proactively identifying client issues and conflicts, and communicating strategic solution options to both clients and internal teams
• Manage and retain multiple client relationships, engagements, and special projects with a focus on delivering exceptional value
• Develop comprehensive understanding of each client’s organization, procedures, and internal policies to provide tailored guidance
• Participate in new client development initiatives in partnership with upper management, including client meetings, presentations, proposal development, and cross-service opportunity identification

Engagement Management & Quality Control

• Lead staff teams on critical deliverables including financial statements, tax returns, and work papers while ensuring adherence to quality control standards
• Conduct thorough technical and strategic reviews as a member of the final engagement review team
• Develop comprehensive engagement budgets and ensure on-time delivery within budget parameters
• Manage billing and realization processes for assigned clients, providing clear explanations for any variances
• Consistently meet individual charge hour goals and productivity targets

Technical Leadership & Professional Development

• Demonstrate advanced technical proficiency in handling all client responsibilities, including knowledge of industry trends, alternatives, and best practices
• Supervise, train, and mentor staff members through effective listening and communication
• Foster a collaborative team environment that supports management decisions and builds positive workplace culture
• Participate in practice development activities that generate new business opportunities and cross-service initiatives

Business Development & Strategic Growth

• Actively contribute to firm growth through client relationship expansion and new business development
• Meet individual cross-service targets and contribute to overall practice profitability
• Engage in industry networking and thought leadership activities as assigned

Required Qualifications

Education & Certification

• Bachelor’s degree in Accounting, Finance, or related field
• Active CPA license or equivalent professional certification
• Master’s degree in Accounting, Taxation, or related field preferred

Experience & Skills

• Minimum 6 years of experience in public accounting or related professional services
• At least 3 years of supervisory experience with demonstrated leadership success
• Proven ability to manage all aspects of complex client engagements
• Strong verbal and written communication skills across all organizational levels, both internally and externally

Technical & Travel Requirements

• Proficiency with applicable technology platforms and accounting software
• Ability to travel based on client and business needs
• Demonstrated commitment to professional development and continuing education

Preferred Qualifications

Advanced Education

• Master’s degree in Accounting, Taxation, or related field strongly preferred
• Additional professional certifications relevant to public accounting or specialized industries

Technical & Leadership Skills

• Comprehensive knowledge of current accounting standards and regulatory requirements
• Exceptional analytical and presentation capabilities with confident professional presence
• Strong project management and organizational skills with high attention to detail
• Proven ability to excel in fast-paced, client-focused environments

Personal Attributes

• Results-driven mindset with commitment to quality and client satisfaction
• Team player with outstanding verbal and written communication abilities
• Self-starter with proactive approach and continuous improvement orientation
• Strong business development acumen and relationship-building skills

Why Join Our Team?

Professional Excellence

• Work with diverse clients across multiple industries and service lines
• Opportunity to lead complex engagements and build lasting client relationships
• Direct involvement in business development and practice growth initiatives

Career Development

• Clear advancement paths within our established practice
• Mentorship from experienced professionals and industry leaders
• Support for continuing education and professional certification maintenance

Dynamic Environment

• Collaborative culture that values technical excellence and client service
• Opportunity to contribute to firm growth and strategic initiatives
• Flexible work arrangements to support professional and personal goals

Comprehensive Benefits

• Competitive compensation reflecting market leadership
• Full benefits package with professional development support
• Recognition programs that celebrate individual and team achievements