Manager, CAAS

Manager, CAAS Leoforce•3.0 Long Beach, CA Job Details $110,000•$135,000 a year 7 hours ago Qualifications Finance advising Employee onboarding Accounting systems Economics Data visualization software proficiency Business intelligence CPA Business development within consulting 5 years Financial reporting Bachelor's degree in finance Identifying new business opportunities Bachelor's degree in business Consulting experience Bachelor's degree in economics Financial analysis Finance Client services experience within consulting industry Team development Supervising experience Financial statement preparation Financial operations management Bachelor's degree Managing clients in a finance role Managing accounting teams Recruiting Accounting and finance experience Business development within finance Scope management Bachelor's degree in accounting

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Manager Salary:

$110,000•$135,000 per year Job Details•Manager, Client Accounting & Advisory Services Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients. You'll oversee full-cycle accounting operations, serve as the primary client contact, and guide junior accountants through development and performance excellence. What You'll Do Client Service Manage full-cycle client engagements with technical expertise across finance and accounting Facilitate discovery meetings, assess client needs, and build accounting solutions Produce accurate financial statements and financial analysis Evaluate and leverage client-facing accounting technologies Partner with senior leadership to develop recommendations on technical accounting issues Business Development Identify new opportunities within existing client relationships Design and scope client solutions; develop statements of work Participate in networking events and industry groups Articulate advisory service offerings to prospects and contacts Team Development Supervise, review, and provide feedback on work produced by junior staff Support recruiting and onboarding of entry-level team members Foster accountability and a culture open to change Project Management Manage engagement billing, collections, and key financial metrics Oversee client satisfaction and engagement performance What You Bring Bachelor's degree in Accounting, Finance, Business, or Economics 5+ years of relevant experience; 2+ years in a supervisory role CPA preferred; consultative or advisory background a plus Proficiency in Excel, accounting software (e.g. cloud-based platforms), and BI/data visualization tools Strong communication, relationship management, and project management skil A bit about us:•About Us We do more than manage numbers — we help businesses move forward with clarity and confidence. Our team of experienced accounting and advisory professionals partners with business owners and leadership teams to deliver the financial insight and operational support they need to grow, adapt, and thrive. We work alongside our clients as true partners, taking the time to understand their goals, their challenges, and where they want to go next. From day-to-day accounting operations to long-term financial strategy, we bring the expertise and care that makes a real difference. Our people are at the heart of everything we do. We invest in their growth, foster a culture of accountability and collaboration, and empower them to deliver exceptional work for the clients who count on us. Whether you're a growing business looking for reliable financial leadership or an experienced professional ready to do meaningful work — we'd love to connect. Why join us?•Fast Growing Regional Firm High Visibility To Leadership #accounting-finance #cpa #client-advisory-services #accounting-advisory #tier1