CAS MANAGER / CLIENT ACCOUNTING MANAGER (US CLIENTS)

Position Summary

We are seeking an experienced CAS Manager / Client Accounting Manager to manage a portfolio of US based clients and serve as the primary relationship owner. This role is responsible for ensuring high quality accounting service delivery, leading offshore accounting teams, managing client expectations, and acting as a trusted advisor to business owners and leadership teams. The ideal candidate has a strong accounting background, extensive QuickBooks Online experience, excellent communication skills, and a proven track record managing multiple US clients simultaneously.

Preferred Industry Experience

1. Priority Industries (exp. required in min 2 industries): Real Estate, Construction, Family Office / Wealth Management, Non-Profit Organizations
2. Additional Preferred Industries: Professional Services (Consulting, Legal, Marketing, Engineering, IT Services), Healthcare Practices (Medical, Dental, Behavioural Health, Home Healthcare), E-commerce Businesses (Shopify, Amazon, DTC Brands), SaaS / Technology Companies

Ideal Candidate Background

1. Client Accounting Services (CAS) Practices
2. Outsourced Accounting Firms
3. Virtual CFO Firms
4. Accounting Advisory Firms
5. Managed Accounting Services Organizations

Must Have Requirements

Technical Skills

1. Sage Intacct (MANDATORY)
2. QuickBooks Online (QBO)
3. Bill.com
4. Microsoft Excel

Experience

1. 
   10 years of accounting experience; a minimum of 4 years, particularly in US accounting.
2. 4 years in a client-facing CAS, outsourced accounting, or accounting advisory environment.
3. Experience managing multiple US-based clients simultaneously.
4. Strong understanding of US GAAP.
5. Experience reviewing and managing work performed by offshore accounting teams.
6. Financial statement preparation and review.
7. Month-end close management.
8. Budgeting and forecasting.
9. Financial reporting and analysis.

Client Management

1. Excellent verbal and written English communication skills.
2. Ability to independently lead client meetings.
3. Strong stakeholder management skills.
4. Ability to manage multiple client relationships simultaneously.
5. Strong problem-solving and decision-making abilities.

Strongly Preferred

1. Currently managing or recently managed a portfolio of 5 to 10 US clients.
2. Experience acting as the primary client relationship owner.
3. Experience presenting financial results and recommendations directly to business owners, executives, or leadership teams.

Nice to Have Systems Experience

1. Xero
2. NetSuite
3. Sage Intacct
4. Gusto
5. Stripe
6. ApprovalMax
7. Hubdoc
8. Google Workspace

Location Preference

India based candidate preferred, with Bangalore preferred.

Relevant Previous Titles

1. CAS Manager
2. Senior CAS Manager
3. Client Accounting Manager
4. Senior Client Accounting Manager
5. Outsourced Accounting Manager
6. Accounting Advisory Manager
7. Virtual CFO Manager
8. Client Services Manager (Accounting)
9. Finance Operations Manager
10. Portfolio Accounting Manager