Job Description
A well-respected client is seeking a CAS MANAGER due to the growth in their firm. Are you an experienced individual with a knack for numbers and client services? Then look no further, because we have the perfect opportunity for you!
CAS Manager-Hybrid with Remote Eligibility:
✅ Own a portfolio of ~45–80 monthly accounting clients and ~80–100+ tax clients like it’s your own firm.
Core Responsibilities
- Team Leadership
- Supervise, train, and review bookkeepers.
- Track production, workflow, and time efficiency.
- Hold weekly status meetings and address performance gaps early.
- Client Management
- Maintain regular client contact and respond same-day.
- Review monthly financials quickly (within 1 business day).
- Monitor client profitability and discuss fee adjustme...