Manager of Client Accounting Services (CAS)
Location:
Years of experience: 5+ Years
Job Overview
As a Manager of Client Accounting Services (CAS) at Nisivoccia, you will play a crucial role in overseeing and managing the accounting needs of our diverse clientele. You will be responsible for leading a team of accounting professionals, ensuring accuracy, compliance, and efficiency in delivering high-quality accounting services to these clients. This position offers the opportunity to work closely with clients, develop strong relationships, and contribute to the growth and success of our firm.
We are seeking an experienced and dynamic individual to fill this role. This position requires strong leadership skills, experience managing a CAS department, proficiency with online accounting software, and a CPA qualification. The successful candidate will oversee a team responsible for providing comprehensive accounting services to our clients, ensuring accuracy, compliance, and exceptional client satisfaction.
• Supervise a CAS team
• Work with clients in medical practices, dental practices, and not-for-profit organizations, understanding their unique accounting needs, regulatory requirements, and reporting standards.
• Prioritize tasks, meet deadlines, and manage multiple projects.
• Develop and maintain budgets and forecasts for clients, utilizing tools such as Excel, QuickBooks Online, or specialized budgeting software.
Benefits
• Remote position
• Competitive salary
• 37.5-hour work week, 23 days of PTO, 7 holidays
• Potential employer profit sharing contribution to 401k plan
• Full benefit package including medical, dental and vision
• Employer paid Life Insurance and Short/Long term disability
• Bachelor’s degree in Accounting, CPA certification preferred
• 3-5 years managing a CAS department at a CPA firm or working for a cloud based bookkeeping company.
• 5 years’ experience working with QuickBooks Online
• Excellent organization skills with good attention to detail
• Ability to build good working relationships with clients
• Strong knowledge of accounting principles, standards, and regulations
• Proven leadership and management skills, with the ability to inspire, motivate and develop a team.
• Outstanding communication skills
• Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
• Extensive knowledge of QuickBooks online features and functionality, including bank reconciliation, accounts payable, accounting receivable, payroll processing, and financial reporting
• Experience with workflow and scheduling software, including task management, workflow automation, client communication, and team collaboration.
• Strong understanding of Hubdoc and Bill.com, with 3-5 years of experience using these platforms to streamline document management, automate bill processing, and enhance accounts payable workflow.
• Experience with Fathom or similar financial analysis and reporting software with a minimum of 2 years of hands-on experience leveraging Fathom for financial analysis, KPI tracking, and performance reporting.
Culture
The firm maintains a strong culture where employees and clients are treated as family. We offer our people unparalleled support through proactive stewardship. Nisivoccia gives back to our community by participating in our nonprofit client events, volunteering, and sponsorship opportunities. Every member of our team enjoys a strong work life balance and flexible hours. All employees participate in technical and soft skills training and development that include:
• Marketing and Business Development in person and webinar training programs
• State-of-Career lunches with partners and managers
• One-on-One Executive Coaching for future leaders
• Nisivoccia Financial Learning Program (lunch and learns) – presented by Nisivoccia Wealth Advisors
• Quality of Life Committee committed to continuously building a better work experience, boosting employee morale and creating a fun and engaged environment for employees
• Young Professional and Women’s networking events hosted by the firm
• Ability to attend client and networking events as a representative of the firm
• On-going celebrations throughout the year that include family picnics, employee golf outings, luncheons, happy hours, holiday party and a variety of other fun experiences
• Leading edge technology that enables more efficient and productive working arrangements