Find & Apply For Customer Service Manager Jobs in Wexford, Pennsylvania

Client Advisory Services (CAS) Manager Pittsburgh, PA $80,000- $120,000 We are seeking an experienced Client Advisory Services (CAS) Manager to lead a growing team that provides outsourced accounting, bookkeeping, payroll, and financial reporting services to a diverse client base. This leadership role is responsible for managing client relationships, overseeing accounting engagements, mentoring staff, and driving operational excellence while delivering exceptional client service. The ideal candidate is a collaborative leader with strong technical accounting knowledge, excellent communication skills, and a passion for helping clients improve their financial operations.

OVERVIEW OF THE CAS MANAGER ROLE

Serve as the primary point of contact for a portfolio of accounting and advisory clients. Ensure timely, accurate, and high-quality delivery of bookkeeping, payroll, and financial reporting services. Build and maintain strong client relationships through proactive communication and exceptional service. Provide accounting guidance and recommendations to support clients' financial goals. Oversee monthly, quarterly, and annual accounting engagements. Review and prepare financial statements using both cash and accrual basis accounting. Monitor general ledger activity and account reconciliations to ensure accuracy. Assist clients with complex accounting questions and financial reporting needs. Ensure compliance with accounting standards and internal quality expectations. Lead, mentor, and develop a team of accounting professionals. Review work completed by staff and provide coaching and constructive feedback. Delegate assignments while managing workload, priorities, and deadlines. Foster a collaborative, positive, and high-performing team environment. Support the continued growth of the Client Advisory Services practice. Identify opportunities to improve internal processes and increase efficiency. Participate in business development activities and networking opportunities as appropriate. Promote best practices and continuous improvement across client engagements.

PREFERRED QUALIFICATIONS FOR THE CAS MANAGER

Bachelor's degree in Accounting, Finance, Business, or a related field preferred. 7+ years of progressive accounting, bookkeeping, or financial reporting experience. 3+ years of leadership experience managing client relationships and supervising accounting staff. Experience with payroll processing and payroll tax reporting. Strong knowledge of general ledger accounting and financial statement preparation. CPA or CMA designation is strongly preferred. Experience with QuickBooks or similar accounting software. Advanced proficiency in Microsoft Excel and Microsoft Office Suite. Excellent analytical, organizational, and problem-solving skills. Strong verbal and written communication abilities. Ability to manage multiple priorities while maintaining exceptional attention to detail. EB-2644301883