Position Summary The Manager - CAS functions as a team lead for the accounting staff, manages an assigned portfolio of clients, supports special projects and process improvement. This role reviews the work of the accounting staff, serves as a resource and mentor in team development, and works with all departments, management levels, and client communications. It is a point of escalation for client financial matters and the outside audit/tax firm relationship, alongside the Senior Client Accounting Manager. This role could include direct management of staff.

Key Responsibilities

Leads monthly and year-end close processes across assigned client portfolio, ensuring timely and accurate financial reporting. Reviews financial statements, journal entries, and account reconciliations prepared by the CAS team. Analyzes financial data, identifies trends, and provides actionable insights to management and client leadership. Reviews and approves billable management fees according to contract terms. Contributes to the design and enhancement of internal controls, financial systems, and process improvements across the CAS function. Supports Treasury functions, including budgeting, cash management, and cash forecasting. Functions as senior staff liaison for client audits, tax filings, and other regulatory reporting to ensure compliance and accuracy for audit clients and support as needed for non-audit clients. Promotes collaboration, accountability, and continuous improvement within the accounting team. Collaborates with cross-functional and executive leadership on financial and operational initiatives impacting clients and internal operations. Knowledge, Skills & Qualifications Bachelor's or higher degree in Accounting, Finance, or related field; CPA strongly preferred. 7–10+ years of progressive accounting experience, including full-cycle accounting for multiple clients in a professional services or outsourced accounting environment; prior supervisory or team-lead experience preferred. Strong understanding of GAAP, month-end close, reconciliations, financial statement preparation, and budgeting/variance analysis. Proven ability to manage accounting for multiple clients simultaneously and to lead a team delivering that work. Advanced QuickBooks experience required; knowledge of other accounting systems a plus. Advanced Excel skills (pivot tables, lookups, complex formulas) and proficiency across Microsoft Office (Word, Excel, Outlook, PowerPoint). Excellent organizational skills, attention to detail, and ability to prioritize competing deadlines while collaborating across internal teams. Strong interpersonal and communication skills, able to explain financial concepts to non-finance colleagues and interact effectively with all levels of management and clients. Core Competencies Team leadership and coaching Sound judgment and accountability Strong analytical and problem-solving skills Ability to manage competing priorities across a team and a multi-client portfolio Career Path The next step up from this role is Senior Client Accounting Manager, which adds technical accounting ownership and people-management. Naylor Association Solutions is an equal opportunity employer and is committed to hiring a diverse workforce.