Accounting Manager - Client Advisory Services (CAS)

Accounting Manager – Client Advisory Services (CAS)The Client Advisory Services (CAS) Accounting Manager will oversee the preparation and maintenance of financial records by ensuring timely and accurate financial reporting, compliance for a diverse client base, and providing guidance for the team.This role can be based out of any of our four offices – Brookfield, Madison, Lake Geneva or Mequon.Supervisory ResponsibilitiesOversee performance and professional development of a team of accounting professionals, including staff and senior accountants.Provide regular coaching, training, and performance evaluations to support and engage team members.Foster an inclusive and high‑performing team environment that aligns with the firm's values.Duties / ResponsibilitiesOversee and review client engagements to ensure accuracy and compliance with accounting and financial reporting standards.Review work prepared by team members to ensure technical accuracy and adherence to firm and professional standards.Manage client relationships and resolve issues.Ensure compliance with local, state, and federal government requirements.Oversee preparation of the firm's activity reports, financial forecasts, and annual budgets.Develop and document the firm's internal accounting procedures.Perform other related duties as necessary or assigned.Required Skills & AbilitiesProven management and supervisory skills.Excellent written and verbal communication skills.Excellent organizational and time‑management skills.QuickBooks certification required.Working knowledge of payroll rules and processing.Proficiency in Microsoft Office Suite or similar software.Education & ExperienceBachelor's degree in Accounting or Business Administration required.Eight years or more of related experience required.Certified Public Accountant or Enrolled Agent preferred.Previous leadership experience.Seniority LevelMid‑Senior levelEmployment TypeFull‑timeJob FunctionManagement and Accounting/Auditing#J-18808-Ljbffr