CAS Manager (Client Advisory Services)

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Company: Larson Gross

Location: Bellingham, WA 98225

Description:

WHO WE ARE:

Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries. Currently Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.

LOCATIONS: Hybrid or Onsite - Washington State, Western WA (Whatcom, Skagit, Snohomish, King and Pierce County), Central WA (Wenatchee, Yakima, Tri-Cities) Eastern WA (Spokane area) Oregon State, Remote or Hybrid - (Portland Area, Salem, Eugene, Bend, and Medford)

THE OPPORTUNITY:

Are you passionate about leveraging technology and financial expertise to help businesses thrive? We're looking for a Client Advisory Services (CAS) Manager to lead our CAS team, delivering outsourced accounting solutions that drive efficiency and success for our clients. As a CAS Manager, you'll lead engagements, develop client relationships, and mentor a team of professionals.

WHAT YOU'LL DO:

  • Oversee and manage multiple CAS engagements, ensuring high-quality outsourced accounting services.
  • Serve as a trusted advisor to clients, providing financial insights and technology-driven solutions.
  • Lead and mentor a team of CAS professionals, fostering growth and technical development.
  • Leverage cloud accounting tools like Quickbooks Online, Sage Intacct, Bill.com, Expensifyand others to drive efficiencies.
  • Collaborate with firm leadership to enhance CAS service offerings and implement process improvements.
  • Identify opportunities for additional services, helping clients scale and optimize financial operations.
WHAT WE ARE LOOKING FOR:
  • Bachelor's degree in Accounting, Finance, or related field; CPA or CMA preferred.
  • 5+ years of experience in outsourced accounting, controllership, or CAS within a public accounting firm.
  • Strong leadership and client management skills.
  • Proficiency in cloud-based accounting software and financial reporting tools.
  • Passion for innovation, process improvement, and advisory-based client services.


WHY LARSON GROSS:
  • Generous PTO and benefits
  • Continuous learning and development opportunities
  • A supportive and inclusive company culture
  • Flexible work arrangements

Compensation Range: $80,000-100,000 depending on experience and qualifications.

At LG we know that our team members are our greatest asset, which is why we focus on creating a truly exceptional workplace for you. Ready to take on a leadership role and help shape the future of our firm? We want to hear from you!

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