Client Accounting Advisory Services (CAAS) Manager

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Title: Client Accounting Advisory Services (CAAS) Manager

Job Type: Full-time Permanent

Location: Boston MA (Hybrid)

The Challenge:

As a Client Accounting Advisory Services (CAAS) Manager you will deliver strategic financial guidance and customized accounting solutions to a diverse portfolio of clients. This role combines technical accounting expertise with leadership and business insight ensuring high quality service delivery client satisfaction and operational excellence. You will play a key role in managing client relationships identifying growth opportunities and driving continuous improvement in financial processes and reporting

Responsibilities:

Cultivates and maintains strong client partnerships by gaining a deep understanding of their business actively listening to their needs and delivering high quality service
Completes daily accounting functions including accounts payable accounts receivable payroll general ledger maintenance and financial close process all in compliance with GAAP or relevant accounting standards
Completes detailed account reconciliations (i.e. bank & credit card reconciliations prepaids accounts receivable fixed assets accounts payable accruals)
Adapts quickly to different industries ERP systems and client needs while maintaining high standards of performance
Proactively resolves challenges mitigates risks and ensures timely support for team needs
Leads and supports Staff and Seniors fostering knowledge sharing and delivering effective training throughout engagements
Provides seniors and staff with timely honest and constructive feedback
Contributes to special projects including internal audits due diligence system selection and various consulting initiatives
Identifies and capitalizes on new business opportunities by leveraging industry expertise to offer tailored accounting solutions build client trust and expand service offerings

Education and Experience:

Bachelors degree in accounting
Seven or more years of Public Accounting experience
Three or more years of relative work experience as Controller or equivalent in a Client Accounting & Advisory Department (CAAS)
Technical knowledge of accounting software (e.g. QuickBooks Sage NetSuite Bill Ramp Expensify Karbon) and other applicable software (e.g. Microsoft Excel Word Outlook etc.)

Title: Client Accounting Advisory Services (CAAS) Manager Job Type: Full-time Permanent Location: Boston MA (Hybrid) The Challenge: As a Client Accounting Advisory Services (CAAS) Manager you will deliver strategic financial guidance and customized accounting solutions to a diverse portfolio of clie...