Frisco, TX · On-site
$90K - $110K/yr
SUMMARY : Our client, a growing and highly collaborative CPA and advisory firm, is seeking a Client Advisory Services (CAS) Manager to join their team. This role is ideal for an accounting ...
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Frisco, TX · On-site
$90K - $110K/yr
SUMMARY : Our client, a growing and highly collaborative CPA and advisory firm, is seeking a Client Advisory Services (CAS) Manager to join their team. This role is ideal for an accounting ...
Description As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on ...
Description As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on ...
As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on accounting strategy.
As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on accounting strategy.
As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on accounting strategy.
As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on accounting strategy.
Description As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on ...
Description As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You'll engage in client financial oversight, prepare for advisory calls, and collaborate on ...
The Manager, Client Advisory Services, will directly impact the client experience by providing a high level of exceptional service, serve in a dynamic team of partners, and work closely with the ...
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The Manager, Client Advisory Services, will directly impact the client experience by providing a high level of exceptional service, serve in a dynamic team of partners, and work closely with the ...
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
Cleveland, OH · On-site
$120K - $130K/yr
Our Client Advisory Services (CAS) team delivers strategic insights and operational support to businesses across various industries, helping them optimize financial performance and achieve long-term ...
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Cleveland, OH · On-site
$120K - $130K/yr
Our Client Advisory Services (CAS) team delivers strategic insights and operational support to businesses across various industries, helping them optimize financial performance and achieve long-term ...
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
Quick apply
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
Summary of Job Duties Condley and Company, LLP is hiring a Manager (5+ years experience) for its Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with clients ...
$120K - $130K/yr
Our Client Advisory Services (CAS) team delivers strategic insights and operational support to businesses across various industries, helping them optimize financial performance and achieve long-term ...
$120K - $130K/yr
Our Client Advisory Services (CAS) team delivers strategic insights and operational support to businesses across various industries, helping them optimize financial performance and achieve long-term ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
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Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
... 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 ...
... 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 ...
$77K - $96K/yr
Experienced Client Advisory Services Accountant Build a career you're proud of-while living somewhere incredible. Overview JCCS Certified Public Accountants is seeking a Senior Accountant to join our ...
$77K - $96K/yr
Experienced Client Advisory Services Accountant Build a career you're proud of-while living somewhere incredible. Overview JCCS Certified Public Accountants is seeking a Senior Accountant to join our ...
Bozeman, MT · On-site
$77K - $96K/yr
Experienced Client Advisory Services Accountant Build a career youre proud ofwhile living somewhere incredible. Overview JCCS Certified Public Accountants is seeking a Senior Accountant to join our ...
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Bozeman, MT · On-site
$77K - $96K/yr
Experienced Client Advisory Services Accountant Build a career youre proud ofwhile living somewhere incredible. Overview JCCS Certified Public Accountants is seeking a Senior Accountant to join our ...
$10.10 - $12.89
3% of jobs
$12.89 - $15.69
12% of jobs
$16.90 is the 25th percentile. Wages below this are outliers.
$15.69 - $18.49
23% of jobs
The median wage is $19.83 / hr.
$18.49 - $21.28
24% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$21.28 - $24.08
15% of jobs
$24.08 - $26.88
10% of jobs
$26.88 - $29.68
6% of jobs
$29.68 - $32.47
2% of jobs
$32.47 - $35.27
2% of jobs
$35.27 - $38.07
1% of jobs
$38.07 - $40.87
1% of jobs
$10
$22
$40
| Aspect | Client Advisory Services | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or CPA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Consulting firms, financial institutions, or independent | Banking, advisory firms, or independent practice |
| Employer & Industry | Financial services, consulting, or wealth management | Financial planning, investment management, wealth advisory |
| Search & Comparison Intent | Understanding advisory roles, client consulting | Personal financial planning, investment advice |
Client Advisory Services and Financial Advisors both work within the financial industry, often holding similar certifications and working in related environments. However, Client Advisory Services typically focus on providing strategic consulting to clients on a broad range of financial matters, while Financial Advisors primarily offer personalized investment and financial planning advice. The roles overlap but differ in scope and client engagement approach.
$90K - $110K/yr
Full-time
Posted 12 days ago
SUMMARY:
Our client, a growing and highly collaborative CPA and advisory firm, is seeking a Client Advisory Services (CAS) Manager to join their team. This role is ideal for an accounting professional who enjoys client interaction, advisory work, process improvement, and leading teams in a fast-paced public accounting environment. The CAS Manager will oversee multiple client engagements, manage recurring accounting workflows, deliver financial insights to clients, and partner closely with internal tax and accounting teams. This position offers the opportunity to work directly with business owners while helping clients improve their accounting operations and financial decision-making.
RESPONSIBILTIES:
- Manage and review monthly, quarterly, and annual accounting engagements for multiple clients
- Lead recurring client meetings and serve as a trusted advisor to business clients
- Oversee client onboarding, assess client needs, and help implement accounting solutions and processes
- Review financial statements and provide analysis and insights to clients
- Collaborate with internal tax and assurance teams to support client needs and strategic initiatives
- Manage project timelines, workflow priorities, and client deliverables
- Monitor WIP, billing, and project profitability while identifying operational efficiencies
- Mentor, coach, and develop accounting staff and senior team members
- Assist clients with accounting system implementations and process improvements
- Ensure compliance with accounting standards, internal policies, and data security procedures
QUALIFICATION:
- Bachelor's degree in Accounting or related field
- 5+ years of accounting experience, preferably within a CPA firm or client accounting services environment
- Prior experience managing multiple client relationships and accounting engagements
- Strong understanding of GAAP and financial statement preparation/review
- Experience supervising or mentoring staff
- CPA or CPA-eligible preferred
- Experience working with outsourced accounting or client advisory services engagements
- Knowledge of payroll processing and sales tax filings
- Experience with accounting software such as QuickBooks, NetSuite, Sage Intacct, Xero, Dynamics GP, SAP, or Acumatica
Candidates coming from CPA firms, outsourced accounting groups, client accounting services teams, or advisory-focused accounting environments are highly encouraged to apply. Backgrounds such as Accounting Manager, CAS Manager, Outsourced Accounting Manager, Controller, or Client Accounting Services Manager are especially relevant.
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Protouch Staffing, based in Plano, Texas, is a leading provider in the healthcare staffing industry. Established over 30 years ago, the company prides itself on delivering quality services in the fields of nursing, allied health, pharmaceuticals, healthcare IT, and more. Committed to building lasting relationships, Protouch Staffing continually exceeds client expectations by providing unparalleled service, superior patient care, and talented healthcare professionals.
Recruiting and staffing services
51 - 200 Employees
Frisco, TX, US
1989
